Humanoid Robots Labeled Next Big Bubble For Chinese Companies

Humanoid robot development and investment have exploded since dancing robots from Unitree drew a nationwide audience during the Spring Festival Gala earlier this year. Unitree founder Wang Xingxing was seated prominently in the front row during a meeting between tech leaders such as Jack Ma and Xi Jinping in February. Since then, robots from fast-growing startups such as AgiBot and Galbot have been featured on social media running marathons, kickboxing, and making coffee. On November 27, 2025, the National Development and Reform Commission, which sets economic strategy and policy, said more than 150 Chinese companies have rushed into the humanoid space. Li Chao, a spokesperson for the commission, told reporters in Beijing that China must prevent a flood of robots from overwhelming the market and squeezing out real research and development initiatives. ### Humanoid Robots For The Win!

Another area where Musk thinks he will find success is in humanoid robots. But once again, the Chinese are busy building while Musk makes grand pronouncements. Now, according to Bloomberg, humanoids may be the next great bubble in the Chinese economy.