中国机器人产业正从技术展示阶段向商业应用转变。2026年上半年，中国机器人产业规模达1655亿元，同比增长24.5%1。其中人形机器人出货量突破4万台，占全球97%的市场份额1。这一增长态势延续了近年的强劲势头——2025年中国机器人产业规模以上企业营业收入突破3000亿元，近五年年均增速超过20%1。
产业发展的一个标志性变化体现在本届世界机器人大会的创新举措上。大会首次设立采购日，49家中央企业集体现场对接采购需求1，机器人产品已从展台上的演示品转变为明码标价的商用工具。摩根士丹利对市场前景持乐观态度，将2026年中国人形机器人出货量预测上调至5万台，相比此前预测的2.8万台有明显提升1。与此同时，工信部、国务院国资委联合开展专项行动，要求凝练100个以上高价值应用场景1，进一步推动产业规模化落地。
2026年8月举办的第二届世界人形机器人运动会反映出这一领域的竞争热度2。银河通用在竞赛中赢得三项冠军，多家机器人公司在展览中相互学习竞争对手的演示方案，形成了围绕自主能力和家务任务的激烈竞争态势2。
China's robotics sector has transitioned decisively from showcasing prototype capabilities to deploying products at scale in real-world applications. The industry's scale-of-above-designated-size enterprises recorded over 300 billion yuan in operating revenue in 2025, with an average annual growth rate exceeding 20 percent over the past five years.1 In the first half of 2026, the sector reached an industrial scale of 165.5 billion yuan, representing a year-on-year increase of 24.5 percent.1 Humanoid robots have emerged as a standout growth driver, with shipments surpassing 40,000 units and accounting for 97 percent of global output.1 Morgan Stanley raised its forecast for China's humanoid robot shipments in 2026 to 50,000 units, up from a previous projection of 28,000 units.1
The shift toward commercialization became evident at the 2026 World Robot Conference, held August 19–26, where organizers introduced a dedicated procurement day for the first time.1 Forty-nine central enterprises attended to align purchasing requirements with robotics suppliers, signaling a fundamental change in how the industry engages with potential buyers.1 Rather than remaining display pieces on exhibition floors, robotics products have transformed into clearly priced commercial tools ready for deployment.1 The Ministry of Industry and Information Technology and the State-owned Assets Supervision and Administration Commission jointly launched a special initiative to identify and develop more than 100 high-value application scenarios for robotics.1 At the concurrent Second World Humanoid Robot Sports Games, companies including Galaxy General competed intensely, with Galaxy General winning three championships.2
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