“ It's time to go through the cycle and call it quits.
In 2026, China's robotics industry is undergoing a significant diversification. The heat is not declining, but the heat is concentrating on a few subjects. Capital is converging, the scene is converging, orders are converging.Who's really taking care of this industry, who's going through cycles, who's putting the core components in their own hands, who's on the global market.That's right.Leadership？
From 10 to 11 December 2026, organized by the German Robotics Platform (Robotics Forum) in Hangzhou, in collaboration with the Hangzhou High New District (Robotics Forum), the Zhejiang Internet Industrial Park (Robotics Forum) and the Zhejiang Smart Robot Township (Robotics Forum).LeadeRobot award ceremony at the 7th China Robotics Industry AwardsThis year's event will be held in Hangzhou's Zhejiang district at the Tao Tao Crown Holiday Hotel.He is a self-contained, intelligent leader.This year's theme focuses on yoga.China's leading robotics companies, as well as publicly traded companies that are headed for a leading position and are about to go public，I hope that more leaders will share their experiences and reveal themselves.
01.
It's the backbone of the industry.
It's the true colour of an industry in a period of calm, regardless of how many new concepts emerge.Who's still growing, who's still delivering, who's still putting inRobotics market financing is expected to exceed 150 billion yuan a year, more than double that of 57 billion yuan in 2025, valuing over 10 billion companies from 3 to 22 companies. At the same time, more than 20 robotics companies went bankrupt, liquidated or shut down. Delivery is booming, financing is booming, bankruptcy is booming.
It's the backbone of the industry.，Yes, it is.In the face of technological advancements, in the face of investment, in the face of mass production, in the face of supply, in the face of industry stagnation, in the face of confidence.What people do -- publicly traded companies and publicly traded companies -- are these people. They make their bodies, they make their brains, they run their mass production, they put their core components in their hands. Their orders are growing, their revenues are growing, their gross profits are improving, their capacity is climbing. They are the base of the thickest layer of the Chinese robotics industry.
It's the task of the Annual General Meeting to get the bottom of this.See clearly, speak clearly, stand up.。
02.
Crossing the cycle is the hardest bottom of the leaderboard.
Short term heat can create a concept, but can't create an enterprise that crosses the cycle.It's not running fast when the wind blows, it's still running when the wind blows. It's not being seen when it's hot, it's still growing when it's cold. It's not rising in value through a round of financing, it's rising in value through delivery, revenue and gross profit.It's never about how to scale bigger, how to live longer. It's not about how to make numbers beautiful, how to make a profit from every robot. It's not about how to get to the top, how to stay on the first ladder for a decade.
Businesses that really go through the cycle aren't working on wind turbines, they're making wind turbines.They are still maintaining a double leap in revenue and profits during a period of cooling down in the industry, they are still expanding production, they are delivering, they are entering the supply chain to key customers.Businesses that cross cycles deserve a coordinate system that doesn't cross cycles.
03.
Autonomously controlled, it's the bottom of Chinese robots
China's position on the global market today is not changed by the ability to assemble, it is changed by the ability to build.From the underlying components to the autonomy of the integrated systemIt's a change.
Since 2026, the domestic production of the three core components of gear reducers, servo systems, and controllers has soared to 75 to 90 percent. Chinese manufacturing is moving from lithium-scale to lithium-scale to lithium-scale.Supply chain securityAs the rules of global industrial competition become more complex, certification more rigorous, compliance requirements more and more high, whoever has autonomous joint modules, autonomous servo systems, autonomous controllers, autonomous smart hands, whoever has the ability to continue to deliver in uncertain environments.
The core of the Chinese robotics industry, written in the domestic production rate of core parts, written in the supply chain list of leading automakers, written in the moment when overseas customers first actively asked questions because of the Chinese fabrication. Under the automaker, the entire industrial chain is housed in the cost bottom line.
It's the industry's custom to applaud the whole system, the seventh annual meeting of the robotics industry in China, and we want to bring this topic to the back of the table through the chatter, and bring it to the table.From parts to complete machines, from autonomous to leading.The chain is fully demonstrated. The core parts companies are not the backbone, they are the true underpinnings of the leaders.
04.
Choose to go to sea and lead the world
China's robotics enterprise is out of the country, it's not China doing it at home, it's going abroad, it's not China's first, it's not China's second, and it's looking for the next.China's robots have been growing in global competition from day one.
China's robotics exports are expected to reach 53 billion yuan in 2026, selling to more than 170 countries and regions. In the first half of the year, more than 10,000 smart simulation robots were exported, covering more than 90 countries and regions. The export model is upgraded from equipment output to a complete solution that includes software, technology, experience, and services.
China's globalisation of robotsIt's been a while.It is not going into the world, it is already in the world.But in the second phase of globalization driven by new technologies, the hardest thing to go abroad is not to get in, it's to stay. Going abroad is not to sell elsewhere, it's to live another system. A new set of standards lives, a new set of rhythms lives, a new set of trust relationships lives. Overseas certification needs to be reworked, data compliance needs to be renegotiated, localized capacity needs to be rebuilt, service networks need to be rebuilt, financing leases and insurance systems need to be reconnected.
The theme of the Annual Meeting is to share, not the idea that people should not go to the beach, but companies that are racing on the road to globalization.How is overseas certification and data compliance, how do you build localized capacity and tunnels, how does the RaaS business model work, how does cross-border capital work?China's position on the global market is not the second choice, but how to lead the world overall.
05.
The IPO is the ultimate test, but not the end.
The year 2026 is the big year for China's robotics companies to make a significant leap forward. The fifth set of standards for robotics, the fourth set of standards for startup boards, and the 18C channel are opening up a broader capital entry for robotics companies with core technologies.
But an IPO is not the end.The IPO is the ultimate test.Because the first-tier market looks at the possibilities, the second-tier market looks at the returning customers. Every revenue in the book of bids is broken down, whether it is a project or a one-off, whether it is purchased by government procurement centers or commercial customers, whether it is the sale of hardware or the sale of services, a one-time delivery or an annual fee, the revenue structure must be subject to that review.
When it comes to the market, it's not a good story to tell, it's about revenue quality, delivery capabilities, customer verification, gross profits, and the ability of companies to survive after experiencing industry volatility.
The value of the Annual Meeting isIt's the ultimate test of judgement, from the book of quotations to the industrial table.Faculty talks about direction, entrepreneurs talk about landing, capital talks about pricing, supply chain talks about the bottom line. Let the companies preparing for IPO know what the market is looking at, let the companies that are already listed know what the next step is. This is evidence of the industry moving from demonstration to operation, and it is also the part of the market review that is most interested.
06.
Real money after it's sold out.
Hardware costs are being squeezed, service costs are being re-recognized. The overall cost of human robots has dropped from one million yuan to 100,000 yuan in two years, even touching the 10,000 yuan threshold, which is faster than most people expected. The cheaper the hardware, the larger the installed capacity, the deeper the pools in the aftermarket.
This is an account worth reviewing. Hardware revenues are confirmed on the day of delivery and service revenues are confirmed every year thereafter. Capital prefers the former because it is noticeable. Industry should pay attention to the latter because it is durable. This rule has been verified on industrial robots. China's industrial robot holds more than half of the world's stock, and after the installation base is large enough, the revenues of transportation, development, and conversion of spare parts naturally go up, and the fluctuations are much smaller than the sale of new machines.
One of the most memorable experiences of the year was to think about transportation and maintenance right from the time the first was sold. How to prepare spare parts, how to send people, how to upgrade the software, the sooner the response, the sooner the aftermarket becomes revenue. This book is the fifth topic to be discussed at this annual meeting and the first to be officially put on the table.
07.
In December, Hangzhou, let the spine be seen
China's robotics industry is not lacking in heat.It's time to take the heat as an opportunity for awareness.There's no shortage of businesses, there's no shortage of businesses.Putting companies in the reference frame in the industry coordinate systemIt's not a story, it's a story.The ability to translate stories into industry consensus and capital language。
The 7th China Robotics Industry Year will feature keynote speeches, annual publication releases, exhibition presentations, awards ceremonies, five panels of exchanges. The 2026 China Robotics Industry Year will be jointly edited by leading companies, startup companies and capital institutions, and will systematically record the annual industry landscape and outstanding business cases.
It's not a slogan to raise the spine of a Chinese robot.It's the choice of leading companies to continue investing in a period of cooling, and it's the key component companies' insistence on pushing their GDP from 75 percent to 90 percent, which is still a step forward after Chinese robots accounted for 97 percent of global shipments.
Be honest with yourself，He is the leader of the intelligentsia.On December 10-11, Hangzhou Zhejiang, China's leading robotics companies, publicly traded companies and publicly traded companies, core parts companies, and capital institutions sat at the same table, turning this year's deliveries, this year's growth, this year's breakthrough into an industry-wide coordinate.
The backbone of Chinese robots deserves to be seen more clearly.See you in Hangzhou in December.
