“ What tests are hidden behind mass production, targeting the first ladder?
On the afternoon of September 28, the Ministry of Information and Broadcasting, Ministry of Industry, Ministry of Finance, Ministry of Development, Ministry of Reform, Ministry of Science, Ministry of Information and Broadcasting, Ministry of Information and Broadcasting, Ministry of Information and Broadcasting, Ministry of Information and Broadcasting, Ministry of Information and Broadcasting, Ministry of Information and Broadcasting, Ministry of Information and Broadcasting, Ministry of Information and Broadcasting, Ministry of Information and Broadcasting, Ministry of Information and Broadcasting, Ministry of Information and Broadcasting, Ministry of Finance, Ministry of Information and Broadcasting, Ministry of Information and Broadcasting, Ministry of Information and Broadcasting, Ministry of Information and Broadcasting, Ministry of Information and Broadcasting, Ministry of Finance, Ministry of Information and Broadcasting, Ministry of Finance, Ministry of Information and Broadcasting, Ministry of Finance, Ministry of Finance, Ministry of Finance, Ministry of Finance, Ministry of Finance, Ministry of Finance, Ministry of Finance, Ministry of Finance, Ministry of Finance, Ministry of Finance, Ministry of Finance, Ministry of Finance, Ministry of Finance, Ministry of Finance, Ministry of the Republic of the Republic of the Republic of the Republic of the Republic of the Republic of the Republic of the Republic of the Republic of the Republic of the Republic of the Republic of China and the Republic of the Republic of the Republic of the Republic of the Republic of China and the Republic of the Republic of the Republic of China of the Republic of the Republic of the Republic of the Republic of the Republic of China of the Republic of the Republic of China on the Republic of China on the Implementing their views on the implementation of China on the implementation of China on promoting high quality of the implementation of the implementation of the high quality of the development of robotics on high development of robotics.
The document sets goals for two phases: by 2030, production of industrial robots will be nationally leading, and production of humanoid robots will be nationally leading; production of robots in more than 10 segments, such as spraying, explosion prevention, storage logistics, will be nationally leading; and by 2035, a cluster of robotic industries with a national impact will be built.
At the end of the conference, the target group was quickly put into the headlines by dozens of media outlets. However, the official release did not give a quantitative statistical criterion for the ranking of the first-tier rankings, nor did it specify a ranking statistical quality.
01.
The production of 2,665 robots is 6.7% of the country, and what is the level of human robots?
In the first half of this year, the production of 2,665 humanoid robots is expected to exceed 10,000; the entire province has more than 260 industrial chain-focused enterprises, the production of industrial robots is ranked fifth in the country.
According to the first half of the year, the production of humanoid robots accounted for about 6.7% of the country; compared to the full-year forecast value of the two locations, it accounted for about 10%. Here it is necessary to clarify the key statistical boundaries: the production statistics are the number of downline stations in the factory, not the volume of shipments sold to the outside.
According to Counterpoint Research data, the global shipment of humanoid robots in the first half of this year has surpassed 22,000 units, an increase of nearly 300%. On the order side, industry agencies statistically released middleman information: 218 domestic humanoid and humanoid robot middleman projects in the first half of the year, for a total amount of 17.23 billion yuan; procurement subjects focused on educational research institutions and government public platforms, with only about two percent of purchases from real industrial scenarios.
02.
Is it practical or conservative to have a thoroughbred race course that doesn't stick to the wind?
At the conference, the Ministry of Industry and Communications made a clear distinction between the two racetracks: industrial robots are the main areas for security advancement, and human robots are the key areas for the future layout. The overall idea is to first seize several advantages of the racetrack, then build an entire industrial chain, an all-environmental industrial high-end racetrack. The document names to achieve production domestically leading, it is the 10 segment racetracks, the list of comments includes spray paint, storage flow, anti-bomb, photovoltaic cleanliness, automotive integration, indoor environmental protection, smart business supermarkets, home service guides, procurement guides, simulation robots.
This type of track is targeted at high-risk, high-intensity, standardized workstations, procurers can clearly measure inputs and outputs, and the commercialized landing logic is more robust. The industrial robot track already has a solid stock: industrial robot production per month breaks 5000 units, the national production of service robots increased by 84.1% from 1 to August; humanoid robots have developed 31 prototypes of machines, fertilizers, salt lakes form a dual-nuclear lead pattern.
In August, the National Development and Development Commission (NDRC) advised the robotics industry to be vigilant in preventing blindness and wind blows. The idea of landing in Anhui was laid out in parallel with the industrial trajectory and application scenarios. From 1 to August this year, 81 new robots and intelligent projects were signed across the province.
Supporting the implementation of the Deep Robotics Scenes Action Plan in Jiangxi Province (2026-2028) The project has been completed, with the construction of a single platform for the development of three scenarios, with the development of 77 provincial scenarios, and the deployment of more than 2,000 robotic landings.
03.
What are the advantages and disadvantages of using robotics in the automotive industry, and what are the shortcuts?
The logic given by the Provincial Development Commission is: the entire province has seven car repair companies such as Chiri, Zhenlai, Jiangsu, and the support system has been perfected; robots with intelligent technology have been deeply embedded in the entire automotive chain, and the F2 plant has been selected for the global lighthouse plant, and the Jiangsu Super Factory has deployed over 1,800 intelligent robots.
The ability of the automotive industry to migrate to robots, with the ability to move parts, also has barriers that are difficult to overcome. Movable: motors, batteries, sensors, precision structured parts supply chains and pricing capabilities, sampling to engineered capacity for bulk deliveries, quality control systems, and cost control methods that have long been worn by the automotive industry. Movable: decelerators, silks, sleek hand-held matrix sensors, mature components that the automotive industry does not respond to; and intelligent models, operating systems, development tool chains, and automated driving experience that cannot be directly replicated.
Enterprises in the province have taken two very different routes. Eft 2025 sales of robots exceeded 150,000 units, in the first quarter of 2026, about 4,200 units are expected to break 20,000 units, the domestic market share rose to the 6th place, the core module achieves 100% autonomous control. At the same time Eft United Nations Advanced Manufacturing Industry Investment Fund and the Salt Lake City-based platform founded an intelligent robot company, which builds self-development, powerful real-time operating systems, low-code integrated development environments, data platforms, the three pillars of general technology that make up the three pillars, aimed at building a monopoly in the field of robotics, which also receives the greatest support from the major national special routing units in wheel technology.
Cherry chose the scenic landing route. Created by Cherry in January 2025, it was funded by Cherry and has delivered over 2,000 units cumulatively. The first human-like robot to support the interaction of 11 languages was Cherry 4S in Malaysia.
7 automakers, a body shop, a super factory with thousands of robots, gives Anhui a unique advantage: the robot manufacturer and the first users are the same companies. The threshold for the generation of the real production line has been greatly reduced. But this model carries with it risks: enterprises self-produce, internal order cycles, and down-line platforms can account for industrial production, but are not the same as market orders, and even cover up the real market.
04.
Political dividends have fallen, why is it that the first batch of robot insurance has been delayed?
The provincial financial funds of 500 million yuan per year, put into the national robotics industry policy side by side, are not prominent. Wuhan supports up to 60 million yuan for integrated enterprises to build an industrial innovation laboratory at its head; Shanghai gives up to 40 million yuan per year to smart enterprises that reach the scale of computational leasing.
The highlights of this security policy document are the proposal to build a financial synergy system of the Fed+Funds+Credit+Guarantee+Insurance+Financial Five-Party Partnership, refinancing with good technology innovation and technology transformation, implementation of special guarantee schemes, development of risks such as R&D liability insurance, product quality insurance, risk of testing and demonstration of new products by hedging companies.
Commercialization of robot cards is a two-pronged problem: customers do not dare to buy, the long-term stability of the equipment is uncertain, the division of liability after a failure is not guaranteed; manufacturers do not dare to deliver on a large scale, and after sales and failure costs can easily swallow all the profits.
Similar tools have been explored in many parts of the country. Beijing has opened a robotics project that uses lease models, with a 10% lease subsidy, up to a maximum of 3 million yuan per year for single enterprises, while encouraging robotics financing leases, promoting robotics insurance; the Ministry of Industry, the State Finance Commission, in the 2026 human robot and intelligent real-world training special campaign, advocates for human robot service platforms, effectively on a pay-as-you-go basis, and operational leases to reduce user purchase thresholds.
However, in order to develop and develop liability insurance and product quality insurance, three prerequisites need to be met: a reference failure rate baseline, third-party loss determination standards, and a list of scenarios available for insurance clearance.
The first batch of R&D liability insurance has not yet been rolled out. There is no fault rate baseline, the insurance company cannot calculate a reasonable premium; the premium cannot be determined, and the final product risk can only be assumed by the purchaser alone.
The production is one of the industry indicators that really determines whether the industry can stand in the first line, is the marketed delivery capability, the replicable scenario and the underlying software hardware ecosystem. Anhui chooses an industrial segmentation trajectory ahead, depending on the car chassis layout of the humanoid, a differentiated route, but whether it can avoid the heavy downline of the humanoid industry, weak commercialisation of the industry, still needs more time to verify.