First-tier cities are stepping in, targeting one quarter of the country's total production capacity.
On November 11, the "Action Plan for High-Quality Development of the Embodied Intelligent Robot Industry in Beijing (2026—2028)" was officially issued. Beijing regards the embodied intelligent robot industry as a key field of high-precision and advanced industries and a critical breakthrough for future industries, and accelerates the high-quality development of the industry. It strives to cultivate no less than 5 world-class and 10 domestically leading humanoid robot complete machine enterprises by 2028, with embodied intelligent models, robot bodies and core technologies all reaching world-class levels. The complete machine production capacity in the Beijing-Tianjin-Hebei region accounts for 25% of the national total, and the supporting rate of key components exceeds 60%. Beijing will take the lead in building a scientifically effective safety governance system covering the whole life cycle with multi-department collaborative participation, and build Beijing into a world-class source of embodied intelligent robot technology and a highland of industrial innovation.
The global humanoid robot market is in a period of rapid growth. According to the global humanoid robot tracking report released by International Data Corporation (IDC), the global shipment of humanoid robots reached nearly 25,000 units in the first half of the year, a year-on-year increase of 432.1%; the market size exceeded 740 million US dollars, a year-on-year increase of 322.7%.
China has become a core engine driving the growth of the global humanoid robot market. In the first half of the year, the shipment of humanoid robots in China exceeded 19,000 units, a year-on-year increase of 426.3%, accounting for about 77.9% of the global market. Behind the rapid development of the market, local policies are being rolled out at an accelerated pace, as no region wants to miss this emerging opportunity.
Among the similar policy plans that have been publicly released across various regions so far, a number of quantitative targets have been put forward. Shenzhen plans to cultivate more than 10 new enterprises with a valuation of over 10 billion yuan and more than 20 enterprises with revenue exceeding 1 billion yuan by 2027, with the scale of related industries reaching over 1000 billion yuan. Hangzhou aims to achieve a total industrial output value of over 20 billion yuan for all types of embodied intelligent robot complete machine enterprises and a total industrial output value of over 50 billion yuan for the whole industrial chain by 2027.
As for Beijing, this round of policy not only proposes to strive to cultivate no less than 5 world-class and 10 domestically leading humanoid robot complete machine enterprises by 2028, and make embodied intelligent models, robot bodies and core technologies all reach world-class levels, but also puts forward a "national share" target: the complete machine production capacity in the Beijing-Tianjin-Hebei region accounts for 25% of the national total, and the supporting rate of key components exceeds 60%.
From a national perspective, Beijing's overall robot industry is already in the first echelon. In the field of humanoid robots, Beijing is home to more than 30 complete machine enterprises, accounting for over 20% of the national total. The operating revenue of the robot industry in Beijing has grown rapidly from 15 billion yuan in 2023 to 51.8 billion yuan in 2025, with an average annual compound growth rate of over 85%.
To further expand innovation entities, the Plan states that a "one-on-one" listing service mechanism for embodied intelligent robot enterprises will be established to cultivate leading competitive enterprises. Efforts will also be intensified to guarantee dedicated computing power resources. Through the "Galaxy Computing Corridor" project, Beijing will carry out computing power cooperation with computing power agglomeration cities outside Beijing, to connect embodied intelligent enterprises with high-quality domestic computing power resources.
In September this year, the "Cooperation Agreement on Jointly Building the Beijing-Tianjin-Hebei 'Galaxy Computing Corridor' for Coordinated Development of Computing Power" was signed. The three regions will build a computing power supply corridor around Beijing, extend the upstream, midstream and downstream industrial chains, realize full-chain coordination covering chips, storage, communication, complete machines, liquid cooling, data centers, computing power scheduling, large models and application scenarios, and form a complete computing power industrial system.
Focusing on the robot industrial chain, collaboration between Beijing, Tianjin and Hebei has already been launched. Last December, the Beijing Municipal Bureau of Economy and Information Technology, Tianjin Municipal Bureau of Industry and Information Technology, and Department of Industry and Information Technology of Hebei Province jointly carried out the collection of supply and demand information for the robot industrial chain, and publicly released four types of lists covering supporting demands, processing demands, product and technical service capabilities, and manufacturing service capabilities, giving priority policy support to the cooperation projects and localized supporting achievements formed through the docking.
At present, Beijing also proposes to implement the Beijing-Tianjin-Hebei industrial chain coordination promotion project, to promote collaborative innovation of R&D, manufacturing and application, including promoting the transformation of Beijing's technological achievements in the embodied intelligence field to empower product innovation of industrial robots, service robots and special robots in Beijing-Tianjin-Hebei region. By combining OEM production and self-built production lines, Beijing will make appropriately forward-looking layout to form an annual complete machine production capacity of 200,000 units in Beijing.
This article is from the WeChat Official Account "City Evolution", written by Yang Huan, and published with authorization from 36Kr.