Story perspectives

China's NDRC Warns of Humanoid Robotics Investment Bubble

11/28/2025

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Summary

Story summary

The National Development and Reform Commission (NDRC) warned of a bubble in the humanoid robotics industry as more than 150 companies enter the sector.
The NDRC notes substantial investments despite limited practical applications.
Li Chao, spokesperson for the NDRC, emphasized a balanced investment approach.
The warning arrives as global concerns about AI valuations rise, with China aiming to prevent short-term excess from harming the industry's long-term credibility.

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Story summary

The National Development and Reform Commission (NDRC) warned of a bubble in the humanoid robotics industry as more than 150 companies enter the sector.
The NDRC notes substantial investments despite limited practical applications.
Li Chao, spokesperson for the NDRC, emphasized a balanced investment approach.
The warning arrives as global concerns about AI valuations rise, with China aiming to prevent short-term excess from harming the industry's long-term credibility.