China Warns of Humanoid Robotics Bubble

China's National Development and Reform Commission issued a stark warning about the booming humanoid robotics sector. The agency, which shapes the country's economic policies, fears a speculative bubble could burst and harm investors. This comes as Chinese firms race to lead the global market in advanced robots that mimic human movements.

The NDRC, established in 2003 from earlier planning bodies, oversees major infrastructure and tech initiatives. It has driven China's rise in electric vehicles and solar power. Now, it turns its gaze to robotics, where startups and giants like Unitree Robotics and UBTech pour billions into development. Unitree's G1 model, for instance, folds like origami and costs under $20,000, making it accessible for factories and homes.

Humanoid robots promise to transform labor shortages in aging societies. China aims to produce thousands by 2027, outpacing rivals like Boston Dynamics in the U.S. But the NDRC cautions against hype. Overinvestment without solid tech foundations could lead to failures, much like past booms in cryptocurrencies or real estate.

Investors should watch closely. If the bubble inflates, it might slow innovation. Yet, steady progress could position China as the robot superpower by decade's end. The world waits to see how this unfolds.