Hikvision’s 2026 interim report, released this week, offered a clean read on where China’s robotics segment is heading. The surveillance giant posted group revenue of 46.82 billion yuan, up 11.97 percent year on year, with net profit attributable to shareholders of 7.90 billion yuan, up 39.57 percent, and gross margin climbing to 49.97 percent.
The robotics arm is the standout inside the numbers. Hikrobot — the group’s innovation-business segment built around industrial and logistics robots — reported first-half revenue of 4.028 billion yuan, 8.60 percent of the group total and up 28.34 percent from 3.038 billion a year earlier. That growth rate more than doubles the group’s overall pace.
Robotics sits within Hikvision’s broader innovation businesses, which together reached 15.17 billion yuan, up 28.93 percent, and now make up 32.40 percent of group revenue. Behind that is a sustained R&D commitment — 6.17 billion yuan in the first half, up 8.80 percent — feeding the group’s Guanlan large model and its push to fuse AI models with hardware across security and scenario-digitization lines.
Capacity is following demand. Hikrobot’s product-industrialization base, in Hangzhou’s Binjiang district, is 45.20 percent complete with 458 million yuan invested to date, against a planned ~1.166 billion yuan self-raised budget. The site is meant to underwrite scaled production and capacity upgrades as the robotics business grows.
For outside observers, the figure is a useful marker: China’s industrial-robot revenue lines are no longer side experiments inside electronics giants. At Hikrobot’s run rate, the segment is compounding well above the parent’s core, and the capex is being committed to match.
*Translated and adapted from OFweek Robotics (https://robot.ofweek.com/2026-07/ART-8321203-8120-30696014.html).*