China’s Embodied AI Robot Exporters Adopt Lighter Delivery Models
TMTPost reports that China’s robot exports reached 24.85 billion yuan in the first half of 2026, up 359% year over year, according to customs data. However, industry research cited by TMTPost says entertainment, education and related purchases account for more than 60% of exported robots, while only 13% enter smart manufacturing and 5% serve warehousing and logistics. Chinese embodied-AI companies are responding with cloud-based teleoperation, modular hardware, shared maintenance networks and robot-as-a-service models to reduce overseas deployment and support costs.
The shift from one-time equipment sales to service-based delivery and modular maintenance could affect how Chinese embodied-AI companies commercialize overseas, but several examples and cost-reduction claims come from company-provided figures in a single report.
（本文作者为 机器最前线，钛媒体经授权发布）
文 | 机器最前线
2026年上半年，国产机器人出口交出了一份近乎豪华的战绩单。
据海关数据，上半年出口额达248.5亿元，同比增长359.0%，仅半年规模就已远超过去数年总和。各类机器人合计出口额113.2亿元，全球每10台人形机器人里大约9台产自中国。国产机器人出海可谓是一片欣欣向荣。
但当把出货结构拆开，另一个事实便浮了出来。据高工机器人产业研究所数据，出口机器人中，文娱商演与科教采购合计占比超60%，导览导购约19%，真正进入智能制造的机器人占比只有13%，仓储物流仅5%。
卖出去的机器人，超过六成在展台和教室里“打工”，真正需要它产生生产价值的产线和仓库，占比不足两成。这种结构性错位，直观展示了当前的具身智能技术仍难以适配真实的生产场景。
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