Deep Dive
Embodied AI
Humanoid Robot
Embodied AI in China: A Beginner's Guide to the Industry
An introductory guide to China's embodied AI industry: what embodied AI is, the five-layer value chain, five coordinates for 2026 (policy, capital, production, listings, consolidation), and a practical method for reading the industry. China accounts for 97% of humanoid robot shipments worldwide and raised RMB 93.5 billion (~$13B) in the first half of 2026.