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Chinese policymakers are sounding the alarm that the rapid boom in humanoid robots could create a bubble in the country’s advanced manufacturing sector. Why is China worried about an overheating humanoid robots market? China’s top economic planner has warned that the overwhelming production of highly similar humanoid robots risks destabilizing the industry. The National Development and Reform Commission (NDRC) now wants to steer the sector toward consolidation, technology-sharing, and deeper research and development, rather than pure output growth. Humanoid robotics is seen in Beijing as a strategic pillar for future economic expansion. However, officials are increasingly concerned that the market is becoming overcrowded, with more than 150 firms already building human-like machines. Many of their products are nearly indistinguishable, raising fears that capital is chasing hype instead of genuine innovation. What did the NDRC say about ‘copy-cat’ humanoid designs? At a press briefing on November 27, an NDRC spokeswoman highlighted that more than 150 Chinese firms are now producing humanoid robots, many of which are “highly similar.” This wave of near-identical models, she warned, could swarm the market, crowd out true technological breakthroughs, and misallocate investment that should be going into advanced R&D. Moreover, regulators fear the sector could be overrun with clones chasing short-term investor enthusiasm. The NDRC stressed that this pattern could leave the industry vulnerable to a sharp correction if commercial adoption fails to keep pace with soaring production. To address these risks, the government has pledged to accelerate clearer rules for market entry and exit. It also plans to encourage robot makers to merge, cooperate, and share technology, so that industrial resources are deployed more efficiently across companies. How fast is China’s humanoid robot production scaling up? Despite regulatory concerns, corporate investment continues to surge. Companies such as UBTech Robotics are dramatically scaling production lines for…

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Filed under: News - @ November 27, 2025 8:27 pm