NEWS

News

ATTC Robot Monthly Report丨The robot market continues to grow
2025-08-07 10:51:13

Monthly market panoramic overview

In June 2025, China's robot market will continue to grow, the output of industrial robots will continue to rise, and although the monthly output of service robots will decline slightly year-on-year, the overall market will still remain vigorous driven by technological innovation and policy support.

The humanoid robot track has become the core highlight, with more than 17 new products released that month, and domestic and foreign companies have intensively launched products with high sports ability and multi-scenario adaptability, promoting the industry to accelerate its penetration into diversified applications. At the same time, many places at the policy level have introduced plans to support the development of the robot industry, superimposed on the intensive investment of capital in core enterprises, and further consolidated the foundation for market growth.

From a global perspective, China's global competitiveness in the field of robotics continues to be highlighted, with the proportion of industrial robot installations leading the way, and the humanoid robot market is predicted to occupy an important global share in the future.

Industry Watch this month

In June, the robot industry focused on humanoid robot technology breakthroughs and scenario implementation, and domestic and foreign companies such as Beijing Humanoid Robot Innovation Center, Eston Kuzhuo, and Vietnam Vingroup released new products, upgrading in motion control, load capacity, modular design, etc., and the application scenarios covered industrial sorting, logistics, home services and other fields.

At the policy level, the Ministry of Industry and Information Technology and the Ministry of Civil Affairs jointly carried out a pilot project of intelligent elderly care service robots, and Nanjing, Hangzhou and other places issued development plans for the embodied intelligent robot industry, clarifying the scale of core industries, enterprise cultivation and scenario application goals, and providing direction guidance for the development of the industry.

On the capital side, a number of robot companies have completed large-scale financing, involving the core components of humanoid robots, the research and development of complete machines, etc., with a financing scale of up to 1.1 billion yuan, reflecting the market's high expectations for technology iteration and commercialization.

In addition, the pace of international cooperation and overseas expansion has accelerated, and Chinese companies have further expanded their global market share and consolidated their core position in the global robot industry chain by displaying a full range of products through international exhibitions.

Statistics and data analysis of domestic robot production in the month

Industrial robot production in May 2025

图片

Source: National Bureau of Statistics

Service robot production in May 2025

图片

Source: National Bureau of Statistics

Market performance in emerging technology areas

In June, the heat wave in the humanoid robot track resumed, and there were more than 17 new humanoid robots released on the market.

Beijing Humanoid Robot Innovation Center released Tiangong 2.0

On June 3, the Beijing Humanoid Robot Innovation Center updated "Tiangong 2.0", "Tiangong 2.0" has super exercise ability and multi-scene intelligent adaptation, can run and walk in outdoor complex terrain, and has longer battery life and standing battery swap ability, so that the operation lasts longer, and will be applied in special operations, industrial sorting, logistics sorting, commercial tours, home services and other scenarios.

Eston Cool Drive releases Codroid 02

On June 11, Eston Kuzhuo Technology officially released the second-generation humanoid robot Codroid 02, with a height of 170cm, a weight of 70kg, a load of 5kg on one arm, and a total of 31 degrees of freedom of the whole body (excluding dexterous hands). At the press conference, Codroid 02 demonstrated excellent motion control capabilities with a steady and powerful stage appearance, and its full-body integrated joint module was independently developed by Eston Cool Zhuoquan, which achieved a dynamic balance between strength and precision through technology integration, which can not only be competent for manual labor, but also perform refined tasks.

Vietnam's Vingroup released its first humanoid robot

On June 13, Vingroup, Vietnam's largest private conglomerate, unveiled its first self-developed humanoid robot, VinMotion Motion 1, marking the company's official entry into the cutting-edge technology field of global humanoid robots. This move is seen as an important milestone in Vietnam's transformation from a technology consumer to a technology creator.

Newton Technology released Fuzhou's first humanoid robot

On June 13, Fuzhou's first humanoid robot, Newton Robot, was officially released. With "intuitive interaction, safety engineering, efficiency and reliability" as the core, this robot is equipped with an embedded AI agent to achieve real-time dialogue and behavior adaptation. Relying on the unique "chassis + AI brain + interaction layer" modular platform, Newton and ecological partners jointly develop core components to achieve technology integration and cost optimization.

Star Era launched the super anthropomorphic service robot Star Q5

Tsinghua Embodied Intelligent Enterprise Xingdong Era recently launched a super-anthropomorphic service robot Xingdong Q5. The Xingdong Q5 is equipped with a bionic 7-axis high-precision robotic arm and an 11-degree-of-freedom Xingdong "elf hand", which can complete 10 clicks per second, pick up 10kg of heavy objects with one hand, and flexibly bend and lift the legs with 3 degrees of freedom. In the face of a small working space, the Xingdong Q5 relies on an ultra-compact chassis + lidar + visual fusion navigation to become a space shuttle hero. Independent planning routes, narrow passage obstacle avoidance, complex terrain shuttle sample rows, shelf passages, hotel corridors and other small spaces.

Brightpick in the United States launched its first multifunctional warehouse robot

On June 24, Brightpick launched Autopicker 2.0. Autopicker 2.0 uses the company's next-generation Intuition software and a completely redesigned hardware platform to deliver an average of 70-80 picks per hour, comparable to the productivity of a typical warehouse worker, while providing greater reliability and round-the-clock operation. The new Autopicker delivers a 50% increase in throughput per robot compared to the first-generation model, thanks to a 40% increase in picking speed and a 20% increase in travel speed.

Lingyi Intelligent Manufacturing released a variety of humanoid robots

On June 26, Lingyi Intelligent Manufacturing successfully held a robot strategy conference at the headquarters of Futian in Shenzhen. At the press conference, Lingyi Intelligent Manufacturing fully demonstrated its latest attempts at the level of embodied intelligence "application development" for the first time, covering multiple scenarios such as industry, commerce, and services. Some robots are developed by Lingyi Intelligent Manufacturing on the basis of general robots based on partners to achieve application implementation. Among them, the general humanoid robot "Walker", with a bipedal anthropomorphic design and 40+ active degrees of freedom for the whole body, is suitable for multiple scenarios such as industrial production, commercial scenarios and home services; The industrial heavy-duty benchmark "Panshi" robot, with a 230kg body, a single-arm load of 10kg, and a repeat positioning accuracy of 0.05mm, is suitable for metal bending and heavy-duty assembly. precision manufacturing expert "Linglong", lightweight design and 0.03mm repeatable positioning accuracy, focusing on precision electronic assembly and AOI optical inspection; flexible motion model "Lingyue", equipped with 3D vision guidance + seven-axis double arms, supports slope passage within 15°, suitable for intelligent patrol and logistics packaging.

UQI launched Wali Heavy-Duty Omnidirectional Robot H3000

On June 30, UQI made every effort to create a logistics robot with a load capacity of 3000kg and omnidirectional movement, the Wali heavy-duty omnidirectional robot H3000, providing a new solution for customers in automobile manufacturing, new energy batteries and other industries to build a flexible and efficient logistics model.

 

Robot exports

The export trade volume of different types of robots in May 2025 is as follows. (Due to the lag of the official website data update in January, the data for May is currently queried)

图片

Data source: Customs statistics

Investment trends

Investment events are mainly concentrated in the eastern coastal areas with developed economies and concentrated technology industries, especially Guangdong, Shanghai, Jiangsu and Zhejiang.

The robot industry in these regions has developed rapidly and attracted a lot of capital attention, while there are relatively few investment events in the central and western regions, and there is a certain regional imbalance in the investment in the robot industry.

图片

Data source: Zhizhong.com

 

Accelerated evolution: Completed Series A financing

On June 4, Accelerated Evolution announced the successful completion of Series A financing. This round of financing was led by Shenzhen Venture Capital Group, with Jinding Capital actively participating in the follow-up investment, and at the same time, old shareholders such as Source Code Capital, Inno Angel Fund, China Bank of China International and the Other Side Times also continued to increase their investment. The funds will focus on promoting product selection and upgrading, as well as achieving large-scale mass production and delivery.

Unitree Technology: Completed the delivery of Series C financing

On June 19, Unitree Technology has completed the delivery of the C round of financing that began at the end of last year, co-led by Mobile's funds, Tencent, Jinqiu, Alibaba, Ant, and Geely Capital, and the vast majority of old shareholders participated in the co-investment. At the same time, the national enterprise credit information publicity system shows that Unitree Technology has changed the type of market entity, from a limited liability company to a limited liability company.

Sanhua Intelligent Control: It will be listed on the Hong Kong Stock Exchange

On June 13, Sanhua Intelligent Control announced that it plans to offer 360.33 million H shares globally. Among them, the international offering accounted for 93%, the Hong Kong public offering accounted for 7%, and the over-allotment option accounted for another 15%. Its offer price per share ranged from HK$21.21 to HK$22.53, raising a maximum of about HK$8.118 billion.

Wuzhou New Year: It is planned to raise no more than 1 billion yuan

On June 16, Wuzhou New Year announced that it intends to raise funds by issuing A-shares to specific targets, with a total amount of no more than 1 billion yuan. After deducting the issuance expenses, the funds will be used for the R&D and industrialization projects of embodied intelligent robots and core components of automotive intelligent driving, as well as supplementary working capital.

Galaxy GM: A new round of financing of 1.1 billion yuan has been completed

On June 23, Beijing Galaxy General Robot Co., Ltd. announced that it had completed a new round of financing of RMB 1.1 billion, led by CATL Capita1 and led by CATL Capita1, followed by Beijing Robot Industry Fund, China Development Bank China Development Bank, and Jiyuan Capital, setting a new industry record.

Lingbao CASBOT: Completed nearly 100 million yuan of angel+ round financing

On June 26, the humanoid robot brand Lingbao CASBOT announced the completion of nearly 100 million yuan in angel+ round financing. This round of financing was led by Lens Technology, followed by Tianjin Jiayi and old shareholders SDIC Chuanghe and Henan Assets. The financing funds will be mainly used to accelerate product mass production, technology research and development iteration, and market expansion, and continue to strengthen the company's core competitive advantage in "technology leadership + commercialization leadership".