China's robotics Index down nearly 20% as China warns of robot industry bubble
2025-11-29 23:55
Investor appetite for China’s robot stocks is drying up fast. After months of viral robot dance videos and ridiculous stock pops, the cracks are finally showing, after China’s National Development and Reform Commission warned on November 20 that the sector is bubbling over with hype and overcrowding. The Solactive China Humanoid Robotics Index had surged by nearly 60% year-to-date in October, thanks to government support and clips of robots kickboxing and racing going viral on TikTok, Instagram, and Twitter. As of press time, the index is currently down by 20%, and according to Bloomberg, more than 150 companies are building almost-identical robots, so this flood of sameness could crush real R&D efforts . China’s UBTech Robotics has seen its stock more than double in value year-to-date, even though it reported a ¥414 million ($58.5 million) loss in just the first half. Even Morgan Stanley threw shade . Their analysts warned...
