China’s Estun Ships 10,000 Robots in a Single Quarter, Profit Jumps Over 2,000%

An Estun industrial robot on the company's Nanjing line, now shipping more than 10,000 units a quarter.
An Estun industrial robot on the company’s Nanjing line, now shipping more than 10,000 units a quarter.

Estun has topped China’s industrial-robot shipment rankings again, and this time crossed a threshold no domestic brand had reached: more than 10,000 robots delivered in a single quarter.

According to MIR DATABANK, in the first half of 2026 Estun again led all brands in China’s industrial-robot shipments. In the second quarter it became the first domestic brand to deliver over 10,000 robots in a single quarter.

The lead is not new. In 2025 Estun first took the top spot among all brands in China, local and foreign, with a 10.6 per cent share and 25 per cent annual shipment growth, pushing domestic-brand share above 56 per cent. It has now led domestic-brand shipments for eight straight years and all-brand shipments for six straight quarters.

The question is what keeps it ahead. Estun puts over 10 per cent of revenue into R&D, holds 634 authorised patents, and controls the full stack from core components to complete machines across 96 models from 3 kg to 1,200 kg.

In the 1,200 kg heavy-load segment it achieved 100 per cent local control of core components, cracking dual-motor synchronisation and dual-reducer hard-sync tech.

On embodied intelligence, Estun built the RoboBase industrial embodied-AI platform on its iER.OS control system, linking perception, computation, decision and execution. Its subsidiary Estun Cocz makes cobots, 17 S-series models from 3 to 35 kg, deployed across 107 scenarios in 370-plus factories, with first-quarter cobot shipments up over 40 per cent. It has also rolled out the Codroid01, Codroid02 and Panshi C05-L humanoids.

The earnings back it up. Estun expects first-half 2026 net profit up 2,144.74 per cent to 2,593.68 per cent year on year.

The wider picture: Chinese domestic-brand industrial robots now cover 253 of the economy’s industry categories, with domestic sales growing at a 29 per cent compound annual rate over five years. From traditional lines to smart autonomous operations, local robots are embedding deep into the real economy.

*Translated and adapted from OFweek Robotics (https://robot.ofweek.com/2026-07/ART-8321202-8120-30696402.html).*

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