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, is planning expansion, and logged domestic revenue growth of >50% YoY and overseas reven

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, is 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.