China’s robot sector is shifting from concept hype to order ramp and profit realisation. Half-year 2026 results show the whole chain — from core parts to whole-machine integration — taking off at once.
The Ministry of Industry and Information Technology says that from January to May, industrial-scale robot enterprises booked revenue above 90 billion yuan, up 26.9 percent year on year, with a compound growth rate near 20 percent over five years.
The listed names confirm it. Tuobosi guided first-half net profit of 90 to 115 million yuan, up 213 to 300 percent; Estun’s net profit is guided more than 20 times higher; Leadshine guided 184 to 196 million yuan, up 55 to 65 percent.
Commercialisation is reaching the floor. A Shenzhen Longhua firm’s refuelling robot — open the cap, take the nozzle, fuel, close, no human — is now piloting at a Foshan petrol station. A Ningbo auto-electronics plant runs dexterous-hand robots on picking, sorting and assembly. And a Shenzhen maker of frameless motors, the core joint drive for humanoids, broke one million units in first-half orders against 120,000 for all of 2025 — a ninefold jump.
Localisation is the quiet story. One Shenzhen humanoid maker sources more than 90 percent of core parts domestically. Researchers at the Shenzhen Institutes of Advanced Technology argue Chinese manufacturing is moving from a scale dividend to a technology dividend. The bottleneck is no longer demand — it is stable delivery.
*Translated and adapted from CCTV News (https://news.cctv.com/2026/07/29/ARTIYRaUadggacb0u4Z97Ry5260729.shtml).*