Unitree and AgiBot 'Dual Champions' Race: Unitree Q3 Revenue 1.817B, AgiBot H1 ~2B, 9,700 Deliveries = 43% of Global Humanoid Market
On October 28 Unitree released its Q3 report with over 1.817 billion yuan revenue in the first three quarters and 665 million yuan in Q3, up nearly 70% year on year; within a day AgiBot said its H1 revenue approached 2 billion yuan. On October 29 AgiBot proposed a robot efficiency unit, "Worken," to quantify real productivity from count, hours and output. AgiBot co-founder Peng Zhihui said H1 humanoid deliveries reached 9,700 units, over 43% of the global market, with revenue near 2 billion; Unitree's G1 cumulative shipments passed 10,000, the world's best-selling single model. MIIT data show China's H1 humanoid output exceeded 40,000, likely over 100,000 for the full year; a State Council Development Research Center report sees the embodied-intelligence market at 400 billion yuan by 2030 and 1 trillion by 2035.
Source: Shangguan News / Toutiao, Oct 30, 2026 | 2026-10-30
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