Capital pours into humanoid robots as China moves from demos to factory floors
从“上场”到“进厂” 资本加码押注人形机器人产业化前景
China shipped over 40,000 humanoid robots in the first half of 2026, accounting for 97% of the global total, according to figures released at the World Robot Conference. The milestone was accompanied by a wave of capital markets activity, including the IPO of Unitree Robotics on the STAR Market, and a broader surge in sector fundraising. The report, citing market analysts, frames this as a transition from performance demonstrations into a viable investment cycle driven by policy support, manufacturing scale, and real-world deployment.
The view from inside
The piece constructs a narrative of unstoppable industrial momentum, using the phrase '上场到进厂' (from taking the stage to entering the factory) to mark a policy-blessed shift from spectacle to production.
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