Wonders and troubles of the Chinese robotics industry

Hello, I Enik Bao, China’s economy and business reporter, filling Evelyn this week. Welcome to another China Connection edition.

This week, I consider how the World Robot Conference put China’s ambitions for humanoid robots at a full exhibition, even when engineers and investors admit that their integration into everyday life remains a long perspective.

Beijing, China – August 10: Robotics Robotics Robotics Gumanoid – Boxing match during the 2025 World Robot Conference (WRC) In the International Convention and Exhibition Convention Beiren Yichuang August 10 in Beijing, China.

Cui Jun | Visual China Group | Gets the image

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A great story

At the World Robot Conference in Beijing, which ended on Tuesday, the mood was a combination of optimism and caution: the enterprises showed more and more realistic humanoid robots, even when they acknowledged that technological gaps retain these machines from basic use.

Thousands appeared to watch the humanoid robots to perform many unusual feats: from the clumsy supply of popcorn and drinks, spinning shawls, sparring in the chess ring and demonstration of football skills.

But none of these feats made a technological breakthrough. While improving design, maneuverability and appearance, Androids are still fighting for processing and responding to their environment, a restriction that keeps them from most roles in real life.

So far, their commercial use is mainly limited to the guidance of visitors in the exhibition halls, shopping centers and, recently, testing at plants for repetitive tasks such as sorting materials and performing quality checks.

“If humanoid robots can do 80% of physical labor, which person can do?

“But what we will see are these individual tasks, such as processing materials, multiplying them in a much larger scale. They can be used in a completely different format, different settings,” Juan added.

Some tasks such as using a robot to make a bed are still at a “very early” stage, low success, said Juan: “But this is the right direction to push the branch forward.”

Take the PSIBOT Mahjong event at this event: it still defines the tile, often confuses the rules of the game and plays relatively slowly, according to local media reports.

The technological narrow place for large -scale humanoid integration into everyday life is due to the lack of advanced models of II and insufficient learning data, said Bob Chan, an economist in the Shanghai FG Venture. The venture firm has invested robotics in the startups, including Deep Robotics based on Hangzhou, which makes four-rigged robots that mimic four-legged creatures.

Androids rely on large grass seizures, visual, tactile and audio recordings, as well as modeling to create touch and behavioral maps needed to navigate and interactions in the real world.

“Large linguistic models have a rather narrow function: language in language. But robots require much more complex, multimodal entrances, but their exits are not words but actions and behavior,” Chen said, translating CNBC his comments in the tangerine.

Several startups in China have invested in the construction of “data factories” by hiring people to operate robots or wear to collect machine interactions for boots.

Race for adoption

Humanoid robots are becoming another front in China’s technology rival – where they could prevail with cheaper prices and faster deployment.

“China, the United States and other countries are playing quite levels,” Juan said. “Like electric car, autonomous driving, in humanoid robots, China acts extremely quickly on multiplication and consumption, while American players seem to shoot for the decision” Holy Schedule “.

In the production of Robot, Humanoid Project Optimus Tesla Optimus appears to be in the United States, and CEO Elon Musk said the company plans to produce about 5,000 units this year.

While the ambitious plans Musk can give her a foot on other American competitors who do not yet get into the mass market, Chinese companies are rushing to make their models more affordable.

It is believed that they also undermine global peers in terms of cost, due to excellent costs control. This is despite the real applications of the robots that remain uncertain.

According to WRC, Untree has deployed its third version of the R1 model at 39 900 yuan ($ 5249) on the e -commerce website JD.com, much cheaper than its other models. The H1 company model was sold for 650,000 yuan per unit and G1 robot for 99,000 yuan.

At the conference, the prices for the humanoid robot ran from tens of thousands of yuan to more than 100,000 yuan, and high -end models capable of more difficult tasks were above 500,000 yuan.

UNIX AI advertised its entry -level humanoid drooping of 88,000 yuan. AI AI AI based on Shenzhen announced plans on Model competitor that starts with 38,500 yuan.

Some US companies, such as AppTronik, could see that their attempt to compete with Chinese humanoid robots will blow up tariffs in the US as they are still counting on some components from China.

China already has an advantage in the integration of machines into factory workflows, and in many cases exceeds competitors in marriage with artificial intelligence with robotics, said Arthur Crober, founder of the firm focused on China.

Kroeber predicts that for two to four years, Chinese factories will achieve a lot of efficiency in different fields, combining higher-level industrial robots with AI systems that make them much more effective in different conditions.

Some of the human droid Ubtech robotics were deployed at BYD and Geely Car Plants, in the Electronics Foxconn and Logistics Giant SF, SF, Shipping, Shipping Reported about Chinese state media In April.

However, during the training, humanoid robots moved slowly, working only by 20% of human efficiency, the report notes.

“The inclusion of humanoid robots reflects its moving routes, speed up movements and work over a long period of time in uncomfortable temperature conditions, still requires a large amount of data,” the statement reads.

While the wide deployment of humanoid robots that increase productivity can still become a long prospect, Chinese companies promote their technological race with US heat.

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In the markets

Chinese and Hong Kong stocks grew when Asian markets were monitoring the Wall Rate after Recent inflation data in the US It caused expectations that the federal reserve could reduce interest rates next month.

Mainland Chinese CSI 300 added 0.74%while Hong Kong Hang the Index . The mainland landmark has increased by 6%today, LSEG data showed.

The Hang Seng Tech Index, which tracks some of the largest mainland Chinese technology companies listed in Hong Kong, grew more than 2%, raised by Tencent Music Entertainment, which grew by 14%, a day after the company won revenue estimates and profits in the second quarter.

A 10-year yield in China is currently 1.723%.

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Shanghai composite’s performance over the last year.

Applicable

August 14: Netease, JD.com June-Chert Profit

August 14-17: World Gumanoid Robot Games

August 15: Urban investment, industrial production and retail sales, Unemployment at the city level, housing prices for July

August 19: Xiaomi, XPENG-CHART Profit

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