Physix Frontier · News Briefing Card (TMTPost · Nov 4, 2026)

Robot rental prices fall 70-90% in a year as secondary dev and rental ecosystems emerge

KEY FACTS

Robot secondary development companies take on customization requests, helping clients tune motion control, adapt to scenarios, and sublease.
AgiBot's partner sales share was one quarter in 2025, with a target of 60% in 2026.
Qingtianzu completed Series A and A+ funding in May this year, reaching a valuation of 7 billion yuan.
Daily rental for humanoid robots has dropped from a peak of 30,000 yuan to a mainstream 3,000 to 6,000 yuan.
China shipped 14,400 humanoid robots in 2025, and over 40,000 in the first half of this year.

KEY DATA

7 billion yuanQingtianzu valuation

1/4AgiBot partner sales share (2025)

3,000-6,000 yuanHumanoid robot daily rental (current mainstream)

14,400 units2025 humanoid robot shipments

PHYSIX OBSERVATION

Rentals and secondary development are propping up the current buzz around robots, but daily rental prices have fallen 70-90% in a year, showing that supply is running ahead of real demand. In the short term, rentals lower the barrier for users to try things out, making it a reasonable transitional business; in the long term, commercial performances and novelty appeal cannot sustain PMF, and both manufacturers and rental companies must guard against a vacancy rate backlash.

Source: TMTPost report