China’s National Development and Reform Commission cautioned that the rapid expansion of the humanoid robotics sector could be forming a bubble. The agency highlighted the need to balance growth speed with bubble risk, noting that investment continues despite limited proven applications. With more than 150 companies operating in the market—over half of which are startups or entrants from other fields—the warning marks a rare note of caution from Beijing on an industry it has labeled vital for future economic growth.
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