Humanoid Robots Labeled Next Big Bubble For Chinese Companies - CleanTechnica

The article from CleanTechnica highlights the rapid growth and potential bubble forming around humanoid robot development in China. While Elon Musk has been a prominent figure in electric vehicles (EVs) and autonomous driving, Chinese companies have aggressively advanced in these sectors, often outpacing Musk’s efforts. The Chinese government does not directly pick market winners but sets the regulatory framework, leading to intense competition that has caused many EV firms to sell below cost and face financial strain. This competitive environment is now being mirrored in the humanoid robot industry, which has seen over 150 Chinese companies enter the market following high-profile demonstrations like Unitree’s dancing robots during the Spring Festival Gala. China’s National Development and Reform Commission (NDRC) has recognized humanoid robots as a key future economic growth driver in its five-year plan but is also cautioning against an overheated market that could lead to a bubble. Li Chao, a spokesperson for the commission, emphasized the need to balance rapid growth with sustainable development by