중국 로봇 산업, 2025년 중추적 돌파구 마련

중국의 전국인민대표대회는 수요일 기자회견을 열었으며, 루친건 대변인은 국내 개발 휴머노이드 로봇 산업의 주요 진전을 강조했다. 그는 2025년이 기술 혁신과 실용화 분야에서 돌파를 이루는 중추적 순간이라고 밝혔다. 행사는 또한 'AI+'가 소비의 새로운 지평을 열 수 있는 방안도 논의했다.

제14기 전국인민대표대회 제4차 회의가 곧 개막할 예정인 가운데 전인대는 하루 앞당겨 기자회견을 개최했다. 이번 회의 대변인 루친건은 중국 AI 분야, 특히 휴머노이드 로봇의 급속한 발전에 초점을 맞췄다.

관련 기사

Chinese minister announces China's AI sector exceeding $165 billion at National People's Congress, with futuristic AI graphics on display.
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China's AI sector tops $165 billion in 2025, minister says

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The output of China's core artificial intelligence industry exceeded 1.2 trillion yuan ($165 billion) in 2025, with more than 6,200 companies operating in the field, said Li Lecheng, head of the Ministry of Industry and Information Technology. The remarks came after the opening meeting of the fourth session of the 14th National People's Congress in Beijing on Thursday.

China's vice minister of industry and information technology, Zhang Yunming, said at a January 22 press conference that the number of AI firms exceeded 6000 in 2025, with the core industry expected to surpass 1.2 trillion yuan. The sector highlighted how advanced manufacturing and AI-driven industries provided strong momentum for growth, boosting manufacturing value added by 5.9%.

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Building on 2025's dominance with over 90% global market share, Chinese humanoid robots drew major attention at CES and China's Lunar New Year Gala in early 2026. Tesla's Optimus remains in limited production amid delays, with mass deployment eyed for 2027 or later. Analyst Lian Jye Su highlights China's manufacturing scale while noting U.S. software strengths in the intensifying competition.

Tesla is redirecting resources away from expanding car model variants in China to bolster investments in artificial intelligence, robotics, and energy systems starting in 2026. Global Vice President Tao Lin announced that the company's capital spending will surpass $20 billion globally, with significant focus on China. This shift positions Tesla as a broader technology firm beyond electric vehicles.

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China has set its 2026 economic growth target at 4.5 to 5 percent, striving for better results, as announced in a government work report submitted to the National People's Congress on March 6, 2026—confirming earlier January reports of this range.

Concluding the fourth sessions of China's 14th National People's Congress (NPC) and Chinese People's Political Consultative Conference (CPPCC)—which opened earlier in March to deliberate key priorities—the NPC closed on March 12, 2026, in Beijing. Lawmakers approved the government work report, the outline of the 15th Five-Year Plan (2026-2030), and several laws, with Xi Jinping and other leaders in attendance.

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Analysts suggest China’s rapid AI adoption may limit the economic fallout from its rapidly ageing population. As fertility rates fall across Asia, sustaining growth with fewer workers poses a daunting challenge. The region’s deep semiconductor, tech hardware, and machinery ecosystems enable faster and cheaper deployment than other regions.

 

 

 

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