According to various institutions, 2026 is projected to be the “year of mass production” for the robotics industry. Recently, several robotics companies announced their partnerships as official smart travel collaborators for the 2026 Spring Festival Gala, with some of their robots being designated as the official embodied large model robots for the event. Preliminary industry statistics indicate that more than five embodied intelligent companies will participate in the 2026 Spring Festival Gala, showcasing their robots on stage.
Data from IDC reveals that user spending on embodied intelligent robots in China is expected to exceed $1.4 billion in 2025 and soar to $77 billion by 2030, representing a remarkable compound annual growth rate of 94%. According to CITIC Securities, the robotics industry is currently at a crucial tipping point, transitioning from a “technological vision” to “industrial reality.” This transition is a technological race centered around computing power, algorithms, and precision manufacturing.
CITIC Securities anticipates that 2026 will mark the industry’s “mass production year”, with policies continuing to refine a governance model characterized by “prior regulation + central-local competition.” On the capital front, innovations in the IPO systems of A-shares and H-shares will comprehensively support the asset securitization wave along the industrial chain. Guotai Junan Securities believes that 2026 is a significant milestone for humanoid robots, indicating the important transition from concept to reality. The Tesla chain is expected to launch its first-generation mass-produced products in the first quarter of 2026, with large-scale production lines completed in the first half of the year.
The domestic supply of leading robotic manufacturers is projected to grow from thousands to tens of thousands of units, primarily focused on applications such as secondary development, guidance, and inspection. During this stage, leading companies are expected to converge in both supply chains and technology. The world may be on the brink of a “robot arms race.”
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