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China’s ‘Tesla Imitators’ Have a New Mission: Build Affordable Humanoid Robots for Consumers

Summary by BizToc
When Nio CEO William Li outlined earnings prospects for the Shanghai-based carmaker in March, he could not help but liken the automotive business to the development of robots. “I think robotics will represent a natural extension of our carmaking capabilities and business acumen,” Li told reporters…

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Chinese smart electric vehicle manufacturers are beginning to produce inexpensive humanoid robots for use in homes and factories, leveraging their shared technological infrastructure from automobile production. The Chinese giants, which control 97% of global deliveries, aim to reduce costs by using electric vehicle components to make the robots suitable for home use.

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Following Tesla's efforts to commercialize its Optimus robot, Chinese smart electric vehicle manufacturers are rapidly entering the robotics field. Companies like Nio, BYD, Xpeng, and Leapmotor aim to develop affordable humanoid robots for consumers by utilizing shared technological infrastructure. China already accounts for 97% of global humanoid robot deliveries.

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South China Morning Post broke the news in Hong Kong, Hong Kong on Monday, September 7, 2026.
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