Bloomberg has pointed out that China is seizing the early lead in the global humanoid robot race.
彭博社指出，中国正在人形机器人全球竞赛中抢占先机。

Backed by a complete manufacturing ecosystem and integrated supply chains, Chinese firms are deploying humanoid robots in factories and logistics hubs at an unprecedented pace, gathering massive real-world data to upgrade embodied AI models.
依托完备制造生态与一体化供应链，中国企业正以前所未有的速度在工厂、物流枢纽部署人形机器人，采集海量实景数据迭代具身AI模型。

In 2025, Chinese makers accounted for most of the world’s 13,000 humanoid robot shipments, outpacing US rivals including Tesla. With lower prices and scalable mass production, China is repeating its successful EV industry playbook for humanoid robots.
2025年全球13000台人形机器人出货中，中国厂商占大头，出货量领先特斯拉等美国对手。凭借低价优势与可规模化量产能力，中国正在人形机器人领域复刻电动车产业的成功路径。

Bloomberg also warned of potential overinvestment and redundant capacity amid the domestic robotics boom, even as it acknowledged China’s clear first-mover advantage.
彭博社同时警示，国内机器人热潮下存在投资过剩、产能冗余隐患，但也承认中国拥有明确的先发优势。

重点专业词汇

1. humanoid robot 人形机器人
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2. embodied AI 具身人工智能
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3. integrated supply chains 一体化供应链
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4. mass production 规模化量产
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5. first-mover advantage 先发优势
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6. redundant capacity 产能冗余
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7. EV industry playbook 电动车产业发展模式