After laying the foundation for the “first year of mass production” in 2025, the humanoid robot industry will officially enter a critical stage of large-scale scaling in 2026. According to an analysis by Open Source Securities, the humanoid robot industry completed the leap from “0-1” to “1-10” in 2025, and the core driving force is “technological convergence”; looking forward to 2026, the industry will break through the “1-10” key inflection point and move towards “10-100” scale, and the core theme will switch to “mass production implementation and acceleration of commercialization.” What scale will mass production reach in 2026? According to data from the Advanced Robotics Industry Research Institute, domestic humanoid robot shipments are expected to reach 18,000 units in 2025, a surge of more than 650% compared to 2024; on this basis, domestic shipments are expected to rise to 62,500 units in 2026. Many industry experts are more optimistic in their predictions. Wang Zhenkun, CMO of Aoyi Technology, said bluntly that domestic humanoid robot production will exceed 100,000 units in 2026; Xiong Rong, chief scientist at the Zhejiang Humanoid Robot Innovation Center, stated more clearly in an interview with the China Securities News, “China's humanoid robot production is expected to reach 100,000 to 200,000 units in 2026.”

After laying the foundation for the “first year of mass production” in 2025, the humanoid robot industry will officially enter a critical stage of large-scale scaling in 2026. According to an analysis by Open Source Securities, the humanoid robot industry completed the leap from “0-1” to “1-10” in 2025, and the core driving force is “technological convergence”; looking forward to 2026, the industry will break through the “1-10” key inflection point and move towards “10-100” scale, and the core theme will switch to “mass production implementation and acceleration of commercialization.” What scale will mass production reach in 2026? According to data from the Advanced Robotics Industry Research Institute, domestic humanoid robot shipments are expected to reach 18,000 units in 2025, a surge of more than 650% compared to 2024; on this basis, domestic shipments are expected to rise to 62,500 units in 2026. Many industry experts are more optimistic in their predictions. Wang Zhenkun, CMO of Aoyi Technology, said bluntly that domestic humanoid robot production will exceed 100,000 units in 2026; Xiong Rong, chief scientist at the Zhejiang Humanoid Robot Innovation Center, stated more clearly in an interview with the China Securities News, “China's humanoid robot production is expected to reach 100,000 to 200,000 units in 2026.”