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China takes 97% of H1 global humanoid robot shipments; supply chains, vast market drive rapid scale-up, intl reach: expert_我的网站

A |     AI摘要      国台办批评赖清德“假民主、真独裁”，谴责民进党司法迫害陆配、美化日本殖民及漠视民生，强调将依法追责“台独”帮凶。    

    Photo released on August 9, 2026 shows tourists from Jamaica interacting with a humanoid robot at the world's first robot 6S store in Longgang District, Shenzhen, South China's Guangdong Province, on August 4. Photo: XinhuaChina's cutting-edge industrial upgrade witnessed two major landmarks on Monday, marking the country's full-fledged global lead in humanoid robotics and further solidifying the rise of its "new new three" strategic sectors — robotics, artificial intelligence and innovative medicine.
Industry data showed that Chinese vendors accounted for more than 97 percent of global humanoid robot shipments in the first half of 2026. Additionally, Chinese robotics firm Unitree Robotics began its share subscription process for its listing on Shanghai's stock market, becoming the first humanoid robot A-share stock.
The global humanoid robot shipments reached approximately 19,100 units in the first half of the year, surging 272 percent year-on-year. The market saw a leadership shift, with Chinese robotic company AGIBOT overtaking Unitree to become the world's largest humanoid robot vendor. China also represented more than 85 percent of global demand, according to the latest research from Smart Analytics Global (SAG).
As the former global leader in 2025 with annual shipments of 5,500 units, Unitree Robotics set its IPO offering price at 150.8 yuan ($22.35) per share on Monday. The initial public offering (IPO) is expected to raise 6.1 billion yuan, meaning an estimated market capitalization of around 61 billion yuan, according to media reports. The final online subscription winning rate will be 0.0181 percent, Unitree said on Monday.
The breakthroughs in humanoid robotics represent the latest landmark of China's booming "new new three" industries, which are emerging as core pillars driving the country's high-end manufacturing upgrade, export expansion and future economic growth. 
Driving forces 
The rapid and comprehensive rise of China's robotic sector stems not merely from policy incentives, but from integrated advantages in complete manufacturing chains, forward-looking institutional arrangements and massive real-world application scenarios, industry analysts noted.
"The answer lies not in mere policy slogans, but in the synergies rooted in its manufacturing base, early institutional frameworks, and vast application scenarios. These factors have driven the 'new new three' industries onto the global stage," Zhang Xiaorong, director of the Beijing-based Cutting-Edge Technology Research Institute, told the Global Times on Monday.
A robust supply chain has been decisive. The localization rates across China's robot industry chain have risen markedly in 2026, with core components shifting to domestic control, CCTV News reported, citing an executive of a Shenzhen-based robot company, who said that more than 90 percent of key parts for its humanoid robots are sourced domestically. 
"No other market is better suited for the robotic industry than China," the executive said.
Institutional analysis noted that the domestic production rate of Unitree Robotics' supply chain reaches 90 percent, while all core components are fully self-developed.
Zhang also said the large domestic market serves as a unique testing ground. 
"Strong robot exports reflect advances in complete machine design, system integration, scenario algorithms, rapid delivery, and cost control, alongside continued localization of reducers, servo systems, and sensors. Large-scale applications in new energy vehicles, electronics manufacturing, and warehousing provide frequent iteration and engineering validation," said Zhang.
Institutional foresight also played a role. Robot manufacturing was first listed as an independent industry in the national standard for industry classification in October 2017, with sub-categories including "industrial robot manufacturing" and "special operation robot manufacturing" following in 2023. 
Analysts noted that this early classification facilitated later policy support, capital-market positioning, and statistical monitoring.
In June 2026, several ministries launched a special program for real-scenario training of humanoid robots and embodied AI. 
Customs adjustments, effective from January 1, added specific tariff codes for intelligent biomimetic and cleaning robots, simplifying export clearance. 
Insurance coverage also followed. In June, China Export & Credit Insurance Corp issued an insurance policy for AGIBOT's embodied robot export project, providing overseas risk coverage.
Supported by complete industrial chains, rich scenarios and systematic policy guarantees, China's robotic sector has built an unshakable global edge, experts noted. 
A faster pace
Official data showed that China has more than 400 complete humanoid robot models - over half the global total - while quadruped robots account for nearly 70 percent of worldwide sales. 
"China may produce more than 100,000 humanoid robots this year, with even higher growth expected in the following years, pointing to long-term opportunities in a sector with deep potential," Yang Delong, chief economist at Shenzhen-based First Seafront Fund, told the Global Times on Monday.
China's robot export momentum has also reached new heights. After becoming a net exporter of industrial robots for the first time in 2025, China's industrial robot exports reached 6.29 billion yuan in the first half of 2026, reaching 141 countries and regions, official statistics show. Surgical robot exports rose 3.3 times year-on-year. Overall robot exports grew 359 percent. 
AGIBOT, the champion of humanoid robot shipment so far this year, illustrated the rapid scaling: Its 15,000th embodied AI robot rolled off the line on June 28, less than three months after the 10,000-unit milestone. 
All units are being delivered to domestic and overseas customers for use in 3C (computer, communication and consumer electronics) manufacturing, warehousing and logistics, and commercial services, AGIBOT told the Global Times.
Jiang Qingsong, company partner and co-president of AGIBOT, told the Global Times on Monday that the company aims for overseas sales to exceed 30 percent of its total in 2026 and potentially surpass 50 percent later.
Strong progress in robotics is closely backed by China's booming artificial intelligence sector.
Hugging Face's latest report found that over the past year, "Chinese models quickly accounted for the plurality or 41 percent of downloads," surpassing the US for the first time.
On the OpenRouter platform, Chinese AI models' token usage reached 34.25 trillion in the week ended Sunday, meaning roughly half of global share, while remaining ahead of US models for the 15th consecutive week. 
Yang noted that China's AI progress is supporting growth across six frontier sectors - robotics, semiconductors, computing power and algorithms, commercial spaceflight, solid-state batteries, and biomedicine.
In terms of innovative drugs, by the end of 2025, China had 4,751 innovative drugs in development - 33.7 percent of the world total - making it the global leader in the pipeline.
Outbound licensing deals totaled about $110 billion in the first half of 2026 - already 80 percent of the full-year 2025 figure - with Chinese firms occupying eight of the global top 10 pharma deals. During the same period, 38 innovative drugs were approved, according to data from National Medical Products Administration.
Benefit the world
The vigorous rise of the "new new three" industries marks China's third major upgrade in export structure, following the traditional "old three" (garments, furniture and home appliances) and the "new three" (new energy vehicles, lithium-ion batteries and photovoltaics). Each industrial iteration features higher technological content, stronger innovation capacity and deeper integration into the global economy.
China's breakthroughs in robotics, AI and innovative medicine deliver tangible benefits to global industries and consumers.
For example, AGIBOT's European representative Sandy Liu told the Global Times that universities and large manufacturers in automotive and warehousing are the company's main users in Europe, driven by rising labor costs and the need for new solutions. 
Chinese open-source AI models have transformed high-end artificial intelligence technology from exclusive luxury resources into affordable, accessible digital infrastructure, benefiting global startups and developing economies. Innovative drug outbound licensing also accelerates global research collaboration and improves global patient access to cutting-edge treatments, analysts pointed out. 
China's role in global trade is shifting from single manufacturing links toward a deeper embedding in technology, systems, and standards. What remains constant is the innovation that injects valuable certainty into the world economy and supports more inclusive globalization, analysts noted.
。         北京8月19日电（记者 尚昊、许晓静）国务院台办发言人朱凤莲19日在例行新闻发布会上指出，赖清德上台以来，顽固坚持“台独”分裂立场，傲慢专横，滥权乱政，为实现“台独专政”，无视岛内民意民生，不断挑起政治恶斗，肆意打压异己，制造“绿色恐怖”和“寒蝉效应”，加剧台湾社会内耗撕裂。赖清德“假民主、真独裁”，早已恶名远扬。

B |     有记者问：近期，英国《经济学人》周刊刊出最新台湾政局评论，罕见直接点名批评赖清德“固执”，不愿与国民党温和派协商，并以“挟持台湾民主”形容台湾政局。请问对此有何评论？朱凤莲作上述回应。    近日，赖清德在高雄声称，这一次年底选举的胜败将是衡量中国大陆对台策略有没有成功的指标。朱凤莲对此评论表示，每逢岛内选举，民进党的惯用伎俩就是操弄“反中抗中”，诬称“大陆贿选”。赖清德的逻辑是似乎“只有民进党赢得选举，才没有大陆介选的事；只要民进党选举输了，就是大陆在介选”。赖清德的做法更是卑鄙恶劣，不遗余力利用行政、司法等手段打击、迫害在野力量，企图在选举中为民进党谋取不正当利益。这种荒诞谬论和卑劣做法早已被越来越多台湾民众唾弃。    关于陆配徐春莺涉所谓“违反‘反渗透法’”等罪被判刑7年，朱凤莲答问表示，徐春莺案近日才宣判，民进党政客却早在数月前就已公然宣称要在其服刑结束后将其强制遣送出境。这充分说明，陆配被以所谓安全理由起诉，完全是民进党当局“先射箭再画靶”的司法迫害，其罗列的所谓“罪状”完全是“欲加之罪，何患无辞”。台湾地区所谓“司法”已成为民进党当局搞“恐怖政治”“绿色独裁”的工具。    她强调，我们坚决反对民进党当局以任何形式迫害大陆配偶，支持两岸婚姻家庭团结起来维护自身权益，希望广大台湾同胞反对民进党当局的恶行。对充当“台独”打手、帮凶迫害陆配的人，我们将依法终身追责，绝不宽贷。    今年8月15日是日本宣布无条件投降81周年。朱凤莲应询表示，台湾统派团体通过举办研讨会和论坛、开展集会等多种方式纪念抗战胜利和台湾光复，反对民进党当局淡化抗战历史、美化日本殖民统治，抗议日本再次介入台湾问题，呼吁台湾民众反对和制止“台独”势力勾连日本阻挠祖国统一、破坏台海和平。我们对于这些正义行动表示高度赞赏，并严厉谴责民进党当局背叛民族、背叛历史的丑恶行径。    朱凤莲指出，对于日本政要参拜“战犯神社”，有关部门已表明严正立场。日本作为在台湾问题上负有历史罪责的国家，应深刻反省历史、切实反思纠错，恪守一个中国原则和中日四个政治文件精神，在台湾问题上谨言慎行。民进党当局“媚日恋殖”，让世人再度看清其背叛历史、背叛民族的丑恶嘴脸。    近日，致癌油风波在台湾持续延烧，民进党当局刻意包庇涉案公营企业引发民众强烈质疑。岛内民调显示，近六成受访者不满意民进党当局处理“毒油”事件的表现，并对后续处置没有信心。

C | 对此，朱凤莲评论说，致癌油问题延宕至今没有得到解决，充分暴露民进党当局漠视民生、逃避责任、治理无能的丑恶本质。台湾民众对此强烈不满，在情理之中。

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Published on:22:49:55