China's Embodied AI Sector Poised for Trillion-Yuan Market by 2026
Analysis
China's embodied AI industry is experiencing rapid growth, fueled by technological advancements, supportive policies, and strong market demand. The sector has attracted significant investment, reflecting confidence in its potential to revolutionize various industries. With a focus on the development of human-like robots and advanced cognitive capabilities, the industry is entering a crucial phase of value realization and ecosystem building.
Key Takeaways
- •China's embodied AI sector is rapidly expanding, with the market size reaching 915 billion yuan in 2025.
- •The industry has seen significant investment, with funding in the first 11 months of 2025 being four times that of the previous year.
- •Humanoid robots are a key focus, with commercialization accelerating, especially in industrial applications, and further advances expected through 'world model' technology.
Reference / Citation
View Original"China's embodied AI market is expected to surpass the trillion-yuan mark in 2026."
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36氪Jan 29, 2026 23:30
* Cited for critical analysis under Article 32.