36Kr Report Infographic | This AI track is expected to exceed one trillion in scale in 2026

Recently, 36Kr Research released the "Research Report on the Development of the Embodied Intelligence Industry in 2026" (hereinafter referred to as the "Report"). The report mentioned that as of December 21, 2025, there were over 305 financing events throughout the year, with a total amount exceeding 38 billion yuan, and the number of participating investment institutions exceeded 600. The intensive influx of capital fully confirms the potential of the industry's development and market confidence.

In terms of technological maturity, industrial chain completeness, and market expansion speed, China's embodied intelligence industry is already in the global first echelon. According to the calculations of 36Kr Research Institute, the market size of China's embodied intelligence has rapidly increased from 213.3 billion yuan in 2018 to 915 billion yuan in 2025, and is expected to exceed the one - trillion - yuan mark in 2026. Moreover, the pace of commercialization is also accelerating day by day, and the applications of embodied intelligence continue to penetrate into downstream scenarios such as the industrial, service, special, and transportation fields.

The report predicts that in the future, embodied intelligence will be transformed into general labor that can be deployed on a large scale driven by world models, data closed - loops, and collaboration mechanisms. The implementation of its scenarios will be carried out step by step along with technological maturity and environmental complexity, forming a multi - layer market space. At the same time, the competition in China's embodied intelligence market will also shift to a comprehensive competition at the ecological level, including technological infrastructure, profitability, and supply chain systems.

The following are the core contents of the report we selected. If you want to obtain the full version of the "Research Report on the Development of the Embodied Intelligence Industry in 2026", please follow the official account "Embodied Visions" and reply with the keyword "Embodied Visions" in the background to receive it.

First Echelon

Three Major Trends