Beijing flags humanoid robotics bubble risk as hype intensifies

China’s rapid expansion in humanoid robotics, with over 150 companies—many startups or firms pivoting from other sectors—racing to develop prototypes, has sparked concerns of a potential investment bubble. Despite significant funding and demonstrations of robots capable of walking, object manipulation, and basic assistance, actual deployment in factories and homes remains limited. The National Development and Reform Commission (NDRC) spokesperson Li Chao emphasized the need for responsible growth to avoid overheating the sector, warning against product duplication and stagnation. While the Chinese government has identified embodied intelligence as a strategic priority and a key future economic driver, regulators now plan tighter oversight to ensure sustainable development. Measures include improving market entry and exit rules, fostering competitive conditions, supporting essential research, and enhancing testing and training resources. The goal is to balance fast-paced innovation with market stability, encouraging consolidation of knowledge and technology without compromising long-term growth.