China's physical AI push spans humanoid robots, factories, and component supply chains

China leads many physical AI fields, including industrial robots, commercial drones, and robotaxis, and its factories produce many of the motors, sensors, batteries, and precision components these machines rely on.

Unitree, a Hangzhou humanoid maker, went public on the Shanghai stock exchange in August 2026 at a $50 billion valuation. Most humanoids still rely on human remote control or preset programs, according to TMTPost.