Humanoid robots gathering dust in warehouses as commercial prospects cool down
“不想打工”的人形机器人在仓库吃灰 商业化前景遇冷
Despite a spectacular debut at the Spring Festival Gala and Unitree Technology's successful transition to humanoid manufacturing with over 5,500 units shipped in 2025, the commercial market for humanoid robots is facing a severe downturn. While Unitree achieved significant revenue growth and profitability in 2025 before its stock market listing, the broader industry is experiencing a shift where customer demand no longer matches the supply of available robots, leading to high idle rates.
The article reports a significant market correction in humanoid robotics, citing specific price drops for Unitree units from 593,400 yuan in 2023 to 166,400 yuan in 2025 and rental fees falling from 20,000 yuan/day to the thousands range by 2026, while noting that these figures are based on reported market data rather than independent verification.
Source: Chinese robotics — Deployment discovery · Read original article ↗
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What the source reports
Publisher-reported claims, with original evidence. These results have not been independently verified by RoboSignal.
Reported numbers
robots
300,000–800,000
robots
30,000–60,000
- paper: not_reported
Source excerpts and review record
Automatically extracted; no manual editorial approval recorded.
2025年首次登上春晚舞台后，宇树机器人日租金曾达到3万元，出货超5500台，收入8.68亿元，占总营收的51.78%。
Open source S3
同期出货量从几百台增加到5500台以上，但价格下降速度超过了市场需求增长的速度。
Open source S12
整机售价也持续下行，2023年至2025年，宇树人形机器人的均价分别为59.34万元、26.04万元、16.64万元，三年跌了七成。
Open source S11
2024到2025年间买入价在30万-80万元的旧款工程样机，在2026年的行情仅为3万-6万元，残值缩水接近九成。
Open source S10
Source：Chinese robotics — Deployment discovery · news.china.com