Humanoid Floor

Humanoid Floor — China Humanoid Supply-Chain Tracker

Who actually builds China's humanoids?

A sourced spreadsheet of Chinese humanoid makers and the suppliers behind them: reducers, frameless motors, actuators, force sensors, magnets, compute. Every row links to a filing or primary source. Updated monthly.

From Humanoid Floor, a newsletter on humanoid and China robotics by an engineer with a computer-vision and industrial-automation background.

Sample rows

CompanySegmentPublic fact
LeaderdriveHarmonic reducers425,158 units sold in 2025, +72.5%
Kinco (688160.SH)Frameless motors113,600 shipped H1 2026, +422.9%
Zhaowei (Shenzhen, 003021.SZ)Micro drives / dexterous hands2025 revenue RMB1.72bn, +12.5% (annual report)
Keli SensingForce sensors2,000+ robot F/T sensors H1 2026
RoboSense (Shenzhen, 2498.HK)LiDAR~303,000 robotics LiDARs in 2025, +1,141.8% (annual results)
Unitree (Hangzhou)Humanoid OEM5,500+ humanoids shipped in 2025 (IPO prospectus)
PaXini Tech (Shenzhen)Tactile handsDexH13 GEN2: 13 active DOF, 978 tactile units

71 companies so far, 28 in the Greater Bay Area. Every filled field links to a source, and unverified fields are flagged, not guessed.

Pricing

Founding price: $19 (normally $29). One-time payment: Excel spreadsheet, CSV and 3 months of monthly updates.
Team / fund licence: get in touch via humanoidfloor.substack.com.

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Public-source research, not investment advice.