Analysis of the Top 50 Competitors in China’s Humanoid Robot Industry for 2025

Currently, humanoid robots are entering a critical phase of transitioning from technical validation to engineering and large-scale production. As a significant direction for artificial intelligence, the development of humanoid robots has become a focal point for the industry. In response, our consulting team has focused on three key segments: the robot body, core components, and large models. We assessed engineering and mass production capabilities, commercial progression, technological innovation, domestic self-sufficiency, and industrial impact. Through multiple quantitative evaluation metrics, we identified 50 representative companies from over 200 relevant enterprises and released the “2025 Competitiveness Ranking of China’s Humanoid Robot Companies,” which systematically presents key players and the competitive landscape of China’s humanoid robot industry.

Background of the Ranking

Humanoid robots represent a significant frontier of the next generation of technological revolutions and are at the heart of industrial transformation. The year 2025 is anticipated to be the “year of mass production” for humanoid robots, marking a pivotal shift from conceptual validation to large-scale piloting. Data indicates that the global market for humanoid robots is projected to grow from approximately $2.92 billion in 2025 to about $15.26 billion by 2030, with an annual compound growth rate (CAGR) of an impressive 39.2%. In recent years, favorable policies have continuously been released. In China’s 14th Five-Year Plan, embodied intelligence has been formally incorporated into national strategic planning as a vital component for future economic development. The State Council’s guidelines on deepening the implementation of “Artificial Intelligence+” clarify the objectives for technological breakthroughs and scene expansion, providing essential support for industry growth. To seize developmental opportunities and understand the layouts of domestic leading enterprises, this ranking is based on relevant technical data and commercial progress as of the end of 2025, encompassing 213 humanoid robot-related companies and selecting the top 50 based on comprehensive competitiveness.

Evaluation Framework

This ranking covers three main tracks within the humanoid robot industry: body design and manufacturing, core components, and large models. Within the large model segment, a “Rising Potential Ranking” was established to highlight companies with advanced technological routes, shorter establishment times, and those that have not yet fully commercialized. The list includes 10 companies in the body design and manufacturing category, 20 in core components, and 20 in large models (including 10 in the Rising Potential Ranking). The evaluation metrics focused on mass production capabilities, commercial progress, technological innovation, domestic self-sufficiency, and industry impact, creating a robust indicator system around 18 detailed metrics. A closed-loop evaluation framework was formed around “technology research and development — product engineering — market validation — ecological collaboration,” showcasing the complete innovation landscape of China’s humanoid robot industry.

Ranking Insights

Utilizing the aforementioned metrics, we conducted an extensive analysis of the 213 company samples, systematically collecting publicly disclosed information, industry research data, and third-party materials. Expert consultations were also incorporated to cross-verify key metrics and company performances, culminating in the current “Top 50 Competitiveness Ranking of China’s Humanoid Robot Companies for 2025.”

1. Body Design and Manufacturing

The 10 companies selected in this category represent the most notable “whole machine faction” within China’s humanoid robot industry. Despite varied backgrounds and development stages, these companies exhibit common characteristics that reflect the true development logic of body enterprises at this stage. Geographically, companies are clustered in cities such as Shenzhen (4), Hangzhou (2), Shanghai (2), and Beijing (2), indicating a clear industrial concentration effect. This spatial distribution shows the comprehensive requirements for manufacturing capabilities and industrial ecological collaboration inherent in humanoid robots. Shenzhen, with its well-established electronic manufacturing supply chain and mature engineering systems, holds a significant advantage in machine integration and engineering validation. Companies like UBTECH, ZHIYI, and LEJU are rooted in Shenzhen, allowing efficient transitions from prototype development to small batch trials and large-scale production, significantly shortening R&D cycles. Hangzhou, backed by strong government guidance and digital economic support, fosters the growth of star enterprises like Yushun Technology and Yundongchu. Shanghai, accounting for nearly one-third of the domestic robot industry, gathers companies such as ZhiYuan Robotics and Fourier Intelligence, capitalizing on international research talent and diverse capital support. Beijing focuses more on foundational technologies and cutting-edge research, benefiting from a dense concentration of educational institutions and national research organizations, hosting companies like Galaxy General and Star Motion Era.

2. Core Components

The 20 companies selected in this segment constitute the most mature and solidly grounded group within China’s humanoid robot industry. Unlike body enterprises, this segment does not solely target humanoid robots but serves as a vital foundation for transitioning humanoid robots from concept to engineering and large-scale production. The distribution of core component enterprises is heavily concentrated in advanced manufacturing cities such as Shenzhen (4), Ningbo (4), Shanghai (2), Nanjing (2), and Shaoxing (2), highlighting their reliance on robust manufacturing capabilities and supply chain synergy. Shenzhen is a crucial hub for sensory and control components, featuring companies like Orbbec and Huichuan Technology, which cover key areas such as 3D vision and servo drives. Ningbo, with its strong mechanical manufacturing base, offers scale in sensors, transmissions, and structural parts, bringing together companies like Koli Sensor and Top Group. Other cities like Shanghai and Nanjing have developed mature engineering capabilities in motion control and engineering plastics.

3. Large Models

The 20 selected companies in the large model sector represent the main exploratory forces in China’s humanoid robot “big and small brain” domain. Compared to the body and core components, this field is still evolving rapidly, with its technical routes not yet fully defined. The geographic distribution shows a cluster centered in Beijing (11), followed by Shanghai (5), Suzhou (1), Shenzhen (1), Hangzhou (1), and Chongqing (1). Beijing leads significantly, leveraging its dense network of universities and research institutes to gain advantages in large model and algorithm infrastructure. Shanghai ranks second, excelling in system integration and engineering capabilities that support algorithm application. The other cities demonstrate significant industrial support advantages.

Industry Trend Outlook

1. Cost Reduction

By 2025, the humanoid robot industry is expected to transition from “0-1” to “1-10”. As key technology paths converge, the industry is shifting from exploratory R&D to engineering and production orientation, leading to a continuous decline in unit costs, which will be a decisive factor in enabling large-scale deployment. Forecasts indicate that domestic shipments of humanoid robots will reach approximately 18,000 units in 2025, a staggering increase of over 650% compared to 2024. In 2026, shipments are projected to rise to 62,500 units.

2. Scene Expansion

To achieve large-scale deployment, the depth of scene expansion and widespread application of humanoid robots are crucial breakthrough points for the industry. By 2025, humanoid robots will be piloted in various scenarios, including education, guided interaction, participation in performances, security inspections, and sports testing. The manufacturing sector is expected to become the primary arena for humanoid robot applications, with significant increases in landing cases.

3. Technological Breakthroughs

As the industry completes validations of walking stability, system reliability, and basic operational capabilities, the focus is shifting from motion control and system integration to higher-level environmental understanding, task generalization, and autonomous decision-making capabilities. The introduction of “world models” and “tactile modalities” is viewed as key directions for overcoming current constraints.

4. Acceleration of Domestic Production

Core components are the segment with the highest technological density and added value within the humanoid robot supply chain, and the pace of domestic production directly influences industry safety and cost competitiveness. Companies in the ranking are collaboratively advancing domestic verification to reduce reliance on imported components.

Company Highlights

• Yushun Technology: Focuses on high-performance bipedal and quadrupedal robot development, with core components like motors, reducers, controllers, and laser radars. The company aims for over 1 billion RMB in revenue for 2024.
• UBTECH: One of the few publicly listed companies in the field, having launched the Walker series industrial humanoid robots with strong technical advantages in servo drives and motion control.
• ZHIYI Robotics: The first mass-production humanoid robot company in Shanghai, recently launched a zero-code robot content creation platform.
• Galaxy General: Focuses on embodied multi-modal large models and general robot development, having raised significant strategic funding recently.
• Yuejiang Robotics: The first listed collaborative robot company, now entering the humanoid robot market with innovative products.
• Cloud Deep: Dedicated to the development of embodied intelligent products, with significant revenue growth and increasing shipment volume.