China’s embodied AI sector raised 93.5 billion yuan, or roughly $13 billion, in the first half of 2026 through 322 financing rounds. The amount, five times higher than in the first half of 2025, is now funding the development of AI models that enable robots to learn new tasks. Unitree Robotics and AgiBot reported notable revenue growth, while companies such as X Square Robot are presenting prototypes designed for logistics and household work. China accounted for an estimated 80% to 97% of global humanoid robot shipments in 2025 and 2026. The funding slowdown in the third quarter of 2026 indicates that investors are becoming more selective and expect prototypes to become commercially viable products.
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