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Beijing promotes the implementation of the scale of tens of thousands of humanoid robots and accelerates industry development

The “Beijing Specific Intelligent Technology Innovation and Industry Cultivation Action Plan (2025-2027)” was officially released in Beijing. The “Action Plan” points out that by 2027, we will strive to promote the implementation of 10,000 humanoid robots and cultivate 100 billion-level industrial clusters.

The “Beijing Specific Intelligent Technology Innovation and Industry Cultivation Action Plan (2025-2027)” was officially released in Beijing. The “Action Plan” points out that by 2027, in terms of industrial scale, Beijing will cultivate no less than 50 core enterprises upstream and downstream of the industrial chain and form no less than 50 mass production products in scientific research and education, industrial commerce, and personalized services. The three major scenarios will achieve no less than 100 large-scale applications, strive to promote the scale of 10,000 customized robots, cultivate 100 billion-level industrial clusters, and will build no less than 2 customized intelligent characteristic industrial clusters. Create a specific industry and education integration base in the intelligent field and create a specific intelligent industrial ecosystem with international influence.

From the perspective of the pace of mass production of humanoid robots, 2025 will be a breakthrough year. Mass production at the level of 10,000 units will drive the downstream industrial chain into a definite stage of volume increase. According to estimates by China Academy of Information and Technology, from 2028 to 2035, humanoid robots will enter the LV2 level as a whole, mainly for special scene applications, and industrial scenarios will gradually be implemented. The market size of the complete machine will reach approximately 5 to 50 billion yuan. After 2045, the overall humanoid robots will enter the Lv5 level, with more than 100 million humanoid robots in use, entering various industry fields, and the market size of the complete machine will reach the level of about 10 trillion yuan.

According to the Cailian theme library, among the relevant listed companies:

Guangpu StockWe have jointly developed and tested corresponding device products with supporting customers of humanoid robots.

AI KediA wholly-owned subsidiary, Instant Robot Technology (Ningbo) Co., Ltd., has been established on December 18, 2024.

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