China's embodied intelligence market reached about 915 billion yuan in 2025, a state cyberspace think tank reports
The China Internet Development Report 2026, released at the Wuzhen Summit, puts growth at 20.4% and the enterprise AI agent market at 21.2 billion yuan; the report's definition of the market was not given in the Xinhua summary.
Why it matters
The figure is an official estimate of a sector Beijing treats as a priority, released the same day an industry tracker warned that at least 15% of China's humanoid makers may fail or merge. It equals about $136.2 billion by Xinhua's conversion, but without the report's definition it cannot be compared with Western estimates of the robotics market. Watch for the full report text and for how it counts hardware, software and services.
Key facts
- About 915 billion yuan (around $136.2 billion) in 2025
- Up 20.4% year on year
- Enterprise AI agent market: 21.2 billion yuan in 2025
- From the China Internet Development Report 2026
- Released by the Chinese Academy of Cyberspace Studies at Wuzhen