Who’s Who in Chinese Robotics: A Guide to the Leading Humanoid Robot Manufacturers
If you are looking for partners, investment targets, or even competitors in the humanoid robot space, there is one place you need to start: China.
In the first half of 2026, Chinese manufacturers accounted for more than 97% of global humanoid robot shipments[reference:0][reference:1]. That is not a projection or a forecast — it is a fact. The world shipped roughly 19,100 humanoid robots between January and June, and nearly 18,500 of them were made in China[reference:2][reference:3].
This guide introduces the key players driving this transformation. It is not an exhaustive list — there are over 140 humanoid robot companies in China today[reference:4] — but it covers the names you need to know, the ones shaping the market and setting the pace for the entire industry.
1. The Big Picture: A Market Reshaped in Six Months
The pace of change in China’s humanoid robot industry is hard to overstate. Consider this: in 2025, the global humanoid robot market was still largely experimental. By mid-2026, it had become a volume-driven industrial sector.
📊 The Numbers at a Glance
- Global shipments (H1 2026): ~19,100 units, up 272% year-on-year[reference:5]
- China’s share: >97% of global shipments[reference:6]
- Top two players (AgiBot + Unitree): ~75% of global market[reference:7]
- Industrial & commercial use: >70% of shipments, up from ~50% a year ago[reference:8]
- Full-year 2026 forecast: ~60,000 units globally, ~$1.6 billion in revenue[reference:9][reference:10]
What is driving this surge? Three factors stand out:
- Supply chain density: As one industry observer put it, “The last time ‘Made in China accounted for 97% of global shipments’ was for smartphones. The same industrial logic is now being applied to robots”[reference:11].
- Cost advantage: Chinese servo motors cost one-third of their Japanese equivalents. Sensors from Suzhou and Wuxi are now supplying Boston Dynamics[reference:12].
- Physical proximity: Unitree’s motor factory is a 40-minute drive from its assembly line. Boston Dynamics’ supply chain spans continents[reference:13].
With that context, let us meet the companies making it happen.
2. The Top Two: AgiBot and Unitree
These two companies together account for roughly three-quarters of the global humanoid robot market[reference:14]. They are the undisputed leaders — but they have taken very different paths to get there.
🤖 AgiBot (智元机器人) — The New Market Leader
AgiBot
Shipments (H1 2026): ~8,400 units, 44% global market share[reference:15][reference:16]
Year-over-year growth: 562%[reference:17]
Key milestone: 15,000th general-purpose embodied robot rolled off the line in June 2026【34†L34】
What sets them apart: AgiBot overtook Unitree in early 2026 to become the world’s largest humanoid robot vendor by volume[reference:18][reference:19]. The company’s broader product lineup — which includes both bipedal and wheeled designs — has helped it target industrial and commercial customers effectively[reference:20]. AgiBot’s 10,000th unit was shipped in March 2026, less than two years after the company was founded[reference:21].
IPO status: AgiBot is reportedly progressing through listing procedures at the Hong Kong Exchanges and Clearing, with industry expectations of completing the process in early October 2026.
🤖 Unitree Robotics (宇树科技) — The Pioneer Goes Public
Unitree Robotics
Shipments (H1 2026): ~5,900 units, 31% global market share[reference:23][reference:24]
Year-over-year growth: 170%[reference:25]
Cumulative production: ~18,000 bipedal humanoid robots as of August 2026[reference:26]
What sets them apart: Unitree was the pioneer of China’s humanoid robot industry. Founded in 2016, the company was the first to ship humanoid robots at scale. Its G1 model — the “volume driver” — crossed 11,000 units in June 2026[reference:27]. Unitree’s robots are used across research, education, and performance applications, though industrial and commercial use is growing[reference:28].
IPO status: Unitree is on the verge of becoming the first humanoid robot company to list on mainland China’s A-share market[reference:29]. The company priced its IPO at RMB 150.80 per share on Shanghai’s STAR Market, raising approximately RMB 6.10 billion ($904.5 million) and valuing the company at roughly RMB 61 billion ($9 billion)[reference:30][reference:31][reference:32]. The listing was approved in a record 104 days — the shortest review period since the STAR Market’s preliminary review system was introduced. Strategic investors include DeepSeek, which was allocated 933,399 shares worth approximately RMB 140.76 million[reference:34].
The competition between these two is fierce, but it is also expanding the market for everyone. Together, they have made humanoid robots a volume business — and that changes everything for suppliers, partners, and competitors alike.
3. The Chasers: UBTECH, Galbot, Leju, and More
While AgiBot and Unitree dominate the top two spots, a strong second tier is emerging. These companies are smaller in volume but significant in ambition — and several are already public or IPO-bound.
🤖 UBTECH Robotics (优必选) — The Consumer Play
UBTECH Robotics
Shipments (H1 2026): ~700 units, 4% global market share[reference:35]
Key milestone: UBTECH’s consumer humanoid U1 series — launched in June 2026 — secured 13,361 pre-orders by June 30, with first deliveries scheduled for September 16[reference:36][reference:37]. The lineup includes three models: the partial-body U1 Lite (RMB 119,800), the full-body U1 Pro (RMB 169,800), and the flagship U1 Ultra (RMB 990,000 for male, RMB 880,000 for female)[reference:38].
What sets them apart: UBTECH is the only Chinese humanoid robot company with a meaningful consumer play. The U1 series is designed primarily as an “emotional companion” — a robot that can hold conversations, display facial expressions, and provide AI-based interaction[reference:39]. This is a gamble on the consumer market, which most industry observers see as a longer-term opportunity. TrendForce forecasts the companion humanoid market could reach $1.1 billion by 2030[reference:40].
IPO status: UBTECH is already listed on the Hong Kong Stock Exchange[reference:41].
🤖 Galbot (银河通用) — The Dark Horse
Galbot (银河通用)
Shipments (H1 2026): ~900 units, 5% global market share[reference:42]
Year-over-year growth: 150%[reference:43]
What sets them apart: Galbot is one of the fastest-growing players in the second tier. The company is considered a first-tier player alongside Unitree, AgiBot, and UBTECH by industry analysts[reference:44]. Galbot is reportedly preparing for an IPO[reference:45].
🤖 Leju Robotics (乐聚机器人) — The Fourth-Place Contender
Leju Robotics (乐聚机器人)
Shipments (H1 2026): ~600 units, 3% global market share[reference:46]
Year-over-year growth: 171%[reference:47]
What sets them apart: Leju’s Kuavo series humanoid robot sold 577 units in 2025 — up from just 32 units in 2024[reference:48]. The company ranked fourth globally in 2025 by both Omdia and Counterpoint Research[reference:49]. However, the company is also loss-making and has been pursuing an aggressive price strategy — the average selling price of its Kuavo series fell 25.6% year-on-year in 2025[reference:50].
IPO status: Leju’s ChiNext IPO application was accepted by the Shenzhen Stock Exchange on May 19, 2026[reference:51][reference:52]. It is the first company to apply under ChiNext’s fourth listing standard[reference:53]. The company aims to raise RMB 2.6 billion, implying an IPO valuation of roughly RMB 10 billion[reference:54][reference:55].
🤖 Other Notable Names
- Deep Robotics (云深处科技): Manufacturer of the humanoid “DR01.” Received listing approval from the Shanghai Stock Exchange’s STAR Market in May 2026[reference:56]. Its IPO application was accepted in May 2026【39†L39】.
- Fourier Intelligence (傅利叶智能): A second-tier player specializing in force control and precision assembly[reference:58].
- Xiaomi: The smartphone giant is also active in the humanoid robot space, though it is considered a second-tier player in terms of volume[reference:59].
- EngineAI: Reportedly filed a confidential IPO application with the Hong Kong Stock Exchange.
- Coowa: A Shanghai-based company considering a Hong Kong listing, reportedly planning to submit an application within the next two to three months.
4. The IPO Wave: Why Capital Markets Are Flocking to Robotics
The humanoid robot industry is not just growing in terms of shipments — it is also transforming the capital markets.
💰 Funding at a Glance
- H1 2026 embodied AI funding (China): RMB 93.5 billion ($13.8 billion), up 5× year-on-year[reference:62]
- Funding events: 322 rounds, up 137% year-on-year[reference:63]
- Unicorns (RMB 10B+ valuation): At least 22 as of mid-2026【37†L37】
- Top 20 companies: Captured 59% of total funding【38†L38】
- Global robotics startup funding (H1 2026): $18.8 billion, exceeding the full-year 2025 total of $15 billion【37†L37】
Why the frenzy? Three reasons:
- Government support: China’s Ministry of Industry and Information Technology announced a “Humanoid Robot and Physical AI Special Action” in June 2026, with a plan to deploy 10,000 humanoids by year-end. The government is mobilizing the STAR Market, ChiNext, and the Hong Kong market to expand specialized listing tracks for tech companies.
- IPO pipeline: More than 40 robotics companies are currently queuing for IPOs on the Hong Kong Stock Exchange alone[reference:66]. The industry is moving from “venture capital–driven” to “public market–priced.”
- First-mover advantage: Unitree’s IPO is a landmark event — the first humanoid robot company to list on mainland China’s A-share market[reference:67]. Its success (or failure) will set the tone for the entire sector.
For global investors, this IPO wave represents a major opportunity — but also a major challenge. How do you separate the real contenders from the hype? How do you verify the financials, the ownership structure, and the legal standing of these companies?
5. Practical Guide: How to Verify These Companies
For overseas businesses, investors, and law firms, the rapid growth of China’s humanoid robot industry creates a due diligence imperative. The companies listed above are real, they are shipping real products, and they are raising real money. But they are also operating in a complex regulatory environment, with varying levels of financial transparency and corporate governance.
🔍 Key Questions to Ask
- Is this company legally registered and in good standing? — Check the official business license and registration status.
- Who are the actual shareholders and directors? — Understand the ownership structure and key decision-makers.
- What is the company’s litigation and risk history? — Are there outstanding lawsuits, administrative penalties, or credit risks?
- What is the financial health of the company? — Review audited financials, tax records, and payment behavior — especially important given that many robotics companies are still loss-making.
- Is the company’s IP portfolio solid? — Verify patents, trademarks, and copyrights.
This is where ChinaBizInsight comes in. We help global businesses know their Chinese partners through authoritative, verified information.
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6. Conclusion: The Window Is Open — But Verify First
China’s humanoid robot industry is no longer a story about prototypes and promises. It is a volume manufacturing story — and it is happening right now. With 97% of global shipments, a surging IPO pipeline, and over RMB 93 billion in funding raised in just six months, the opportunity is enormous.
But opportunity without due diligence is risk. The companies leading this revolution are real — but so are the challenges of verifying their financial health, legal standing, and corporate governance.
🔮 Key Takeaway
AgiBot, Unitree, UBTECH, Galbot, and Leju are the names that matter in China’s humanoid robot industry today. They are shipping real products, raising real money, and going public on real stock exchanges. But before you sign a contract, make an investment, or form a partnership, verify the company behind the name.
That is exactly what ChinaBizInsight delivers: the data you need to know your Chinese partners.
References
1. Smart Analytics Global (SAG), “Global Humanoid Robot Shipments, H1 2026”
2. China Business Industry Research Institute, “2026 Global & China Embodied Intelligence White Paper”
3. Various brokerages (CITIC, Kaiyuan, Guotai Junan) supply chain surveys
4. LatePost, “Tesla Issues Parts Procurement Guidelines to Suppliers,” July 2026
5. South China Morning Post, “UBTECH Secures 13,361 Pre-Orders for U1 Series,” August 2026
6. Shanghai Stock Exchange, Unitree IPO Prospectus, August 2026
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