Tech Brief (June 10): China Targets 10,000 Humanoid Robots in Commercial Use by End-2026

Published: Jun. 10, 2026 6:34 p.m. GMT+8

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China targets 10,000 humanoid robots in commercial use by end-2026

China has launched a national initiative to accelerate the deployment of humanoid robots and embodied artificial intelligence, setting a goal of putting more than 10,000 humanoid robots into commercial use by the end of 2026. The Ministry of Industry and Information Technology and the State-owned Assets Supervision and Administration Commission on Tuesday issued a joint directive mandating local governments and state-owned enterprises to test and integrate embodied artificial intelligence into manufacturing, logistics, retail, and healthcare. The plan targets the creation of over 100 high-value application scenarios. To lower adoption barriers, regulators are encouraging a “Humanoid Robot-as-a-Service” business model, which allows companies to pay for robotic labor based on performance or through operational leases.

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China aims for 10,000 humanoid robots in commercial use by end-2026, promoting a "Humanoid Robot-as-a-Service" model.
Chinese tech executives cashed out 12 billion yuan in May after AI rally. Pentagon added Alibaba, Baidu, BYD, Nio to military-linked list; firms deny ties.
Energy storage firm Hangzhou Gold Electronic surged 625% on debut. Meituan released AI browser Tabbit integrating multiple large models.

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Who’s Who

Alibaba Group Holding Ltd.: The U.S. Department of Defense added Alibaba to a restricted list of Chinese companies allegedly linked to Beijing's military. Alibaba denied the allegations, calling them baseless, and stated the designation does not affect its commercial operations or restrict trading of its securities.

Baidu Inc.: Baidu Inc. was added by the U.S. Pentagon to a list of Chinese companies allegedly linked to Beijing's military. Baidu denied the claims, calling them baseless and stating it has no military ties, emphasizing the designation does not affect its commercial operations or securities trading.

BYD Co. Ltd.: BYD Co. Ltd. is a leading Chinese electric vehicle maker recently added by the U.S. Pentagon to a restricted list of companies allegedly linked to China's military. The company has denied these allegations, calling them baseless. The designation prevents U.S. defense contracts with BYD but does not ban general commercial operations or security trading.

Nio Inc.: Nio Inc. was added to the U.S. Department of Defense's list of Chinese military-linked companies, along with Alibaba, Baidu, and BYD. Nio denied the allegations, calling the designation baseless and stating it has no military ties. The inclusion does not affect commercial operations or securities trading.

Meituan: Meituan, through its GN06 team, launched Tabbit 1.0, an AI-native browser integrating models like DeepSeek and Kimi. It automates cross-software tasks via user prompts. Core functions remain free, while advanced automated agent calls may adopt a subscription model.

Hangzhou Gold Electronic Equipment Co., Ltd.: Hangzhou Gold Electronic Equipment Co., Ltd. is an energy-storage system maker that surged 624.6% on its Shenzhen Stock Exchange debut in 2025. Founded in 1998, it evolved from lead-acid battery testing to battery-management systems for EVs and energy storage, now a domestic leader recognized as a Beijing "little giant" enterprise.

Huatai Securities: Huatai Securities was cited in a May 2024 report on A-share tech company executives cashing out after an AI-driven rally. According to the firm, net weekly share reductions in the sector rose to roughly 12 billion yuan ($1.8 billion), up from 8 billion yuan in April.

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What Happened When

May 2026：: Net weekly share reductions in tech sector jump to roughly 12 billion yuan, up from 8 billion yuan in April 2026

Since May 2026：: Executives and major shareholders at dozens of A-share tech companies announce plans to sell shares

June 9, 2026：: China's Ministry of Industry and Information Technology and State-owned Assets Supervision and Administration Commission issue a joint directive on embodied AI