Embodied-AI construction robots are moving from lab to field in China;
rebar-tying units and wall-walking façade-cleaning robots are already operating
on Guangdong sites. Manufacturers report order backlogs and capacity strain: a
Guangzhou producer says all six mass-produced models carry orders and delivery
slots through December still fail to meet demand. A Shenzhen firm says
production is at full capacity, planning expansion, and logged domestic
revenue growth of >50% YoY and overseas revenue growth of ~100% YoY. Market
forecasts show the domestic market was under CNY8 billion in 2023, is projected
to reach CNY18.6 billion in 2025 (two-year CAGR >52%), exceed CNY28 billion in
2026 (YoY >50%), and surpass CNY80 billion by 2030.
