Chinese Robotics Firms Target Quadruped Robots as Key Revenue Source

Chinese robotics companies are increasingly focusing on quadruped robots as significant revenue generators. AgiBot, based in Shanghai, recently spun off its four-legged robotics division into a new subsidiary named AgiQuad. The chief operating officer of AgiQuad, Qiu Heng, explained that this move aims to foster substantial growth, preventing the unit from being overshadowed by humanoid robot developments. AgiQuad has set ambitious financial targets, aiming for 500 million yuan (US$73 million) in revenue by 2026 and 10 billion yuan by 2030, with annual shipments projected to reach 300,000 units. Demand for these products is so high that AgiQuad reports struggling to keep inventory in stock, with mid-sized quadruped robots completely sold out. This trend is attracting new entrants, including Alibaba Group Holding's digital mapping platform Amap, which plans to release its first quadruped robot. The information was reported by Securities Times and Sina Tech, with Alibaba noted as the owner of the South China Morning Post. An AgiBot robot was showcased dancing at CES 2026 in Las Vegas, Nevada, on January 6, 2026.