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外 Waitan Ludi Policy Terminal China industrial-policy monitor · updated 2026-10-25

Sector radar / Robotics

Robotics rank 6 of 16 (range 4–11 under random weights) · evidence moderate · set precision 9/10

Sector brief: what Chinese policy is doing in this sector, how it treats foreign firms, who is named, and what China sells abroad. Every figure links to its documents. Goods: Industrial robots (8479.50).

Policy momentum -0.01Provincial spread -0.36Money +0.44Local preference +1.77Substitution -0.35Export growth +0.32Exports to EU, growth +0.19EU share -0.79Export / import -0.64EU dependence -0.36
24
Documents, last 24 months
momentum 0.86× · central 1, provincial 22, city 1
12
Provinces active (36 m)
Beijing, Hebei, Jilin, Heilongjiang, Shanghai, Zhejiang …
17
Documents with money measures
38% of 45
5
Local-preference documents
11% · 1 name foreign-owned firms
$824m
China's exports, 2025
23% a year since 2019
13%
to the EU-27
$111m · 21% a year
25%
China's share of EU imports, 2025
12 points since 2019 · €0bn
1.0×
Exports per $ imported
imports $850m
0 / 1
Start / end in 12 months
EU countervailing cases held: 0

Next five years: named in 14 of the 15 15th Five-Year Plan outlines held (13.6 mentions per 100k characters), against 7 of 7 14th-plan outlines (5.1): 2.6× as dense; up in 4 and down in 0 of the 4 places with both. Heilongjiang: “做大机器人产业,构建机器人软硬一体化产业生态,夯实机器人技术底座,完善精密减速器、伺服电机、控制系统、感知传感器等关键零…” (outline) Plan watch.

Reading, by audience

Risk and trade policyPolicy output on robotics is steady relative to the rest of the corpus (24 documents in 24 months, in 12 provinces). China exported $824m of these goods in 2025, +23% a year since 2019; 13% went to the EU-27 (+21% a year). From the EU side, China supplied 25% of the EU's imports of these goods from outside the EU in 2025 (+12 points since 2019). No EU countervailing case held on these goods.
Compliance and legal5 of 45 documents (11%) carry a provision or condition that favours local or Chinese firms or production, 1 naming foreign-owned firms as the ones disadvantaged. 0 sector measures come into force and 1 expire in the next 12 months.
Investors17 documents (38%) carry a fiscal or financial support measure. 0 firms are named on lists in these documents.
ResearchSector set: 42 documents whose title names the sector, plus 13 in its topic tree (45 together). Measures and preference are keyword and model screens: leads to check against the text. Momentum is relative to the corpus, which reduces but does not remove the effect of uneven collection.
Topic tree: robots → Exposure check for this sector → Subsidy file (anti-subsidy headings) → Ask the evidence about this sector ↗ All sectors → Subscribe (Atom) JSON Print brief

Documents per year

CentralProvincialCityCounty
05101520131415161718192021222324252607

Documents held, so collection shapes the curve; the momentum ratio is relative to the corpus.

China's exports, USD bn

WorldEU-27US
$0$0.2bn$0.4bn$0.6bn$0.8bn$1.0bn2019202020212022202320242025World $0.8bnEU-27 $0.1bnUS $0.0bn
Headingworldgrowth/yrEU-27EU since 2023share of EU imports
Industrial robots 847950$824m23%$111m 36% 25%

Central → local: who restated the sector's central documents

DateCentral documentprovincesmedian lag
2021-12-21十五部门关于印发《“十四五”机器人产业发展规划》的通知
Notice from Fifteen Ministries on the Issuance of the ‘14th Five-Year Plan for the Development of the Robotic…
工信部联规〔2021〕206号
2679 d trace →
2024-05-23工业和信息化部办公厅关于印发工业重点行业领域设备更新和技术改造指南的通知
Notice from the General Office of the Ministry of Industry and Information Technology on the Issuance of the …
工信厅规〔2024〕33号
1809 d trace →
2025-05-26两部门关于开展智能养老服务机器人结对攻关与场景应用试点工作的通知
Notice from Two Departments on the Launch of a Pilot Programme for Collaborative Research and Scenario-Based …
工信厅联通装函〔2025〕212号
0none held trace →
2024-07-29《工业机器人行业规范条件(2024版)》和《工业机器人行业规范条件管理实施办法(2024版)》发布
The ‘Standard Conditions for the Industrial Robotics Industry (2024 Edition)’ and the ‘Implementation Measure…
工业和信息化部公告2024年第20号
0none held trace →
2023-12-29应急管理部 工业和信息化部关于加快应急机器人发展的指导意见
Guidance from the Ministry of Emergency Management and the Ministry of Industry and Information Technology on…
应急〔2023〕148号
0none held trace →

Across all State Council directives the median lag to a province's implementing document is about 151 days (middle half 84–259).

Where in China

Provincedocuments (36 m)leanswith moneyfavouringlocal-only programmes
Beijing6×3.822 13% of 100 exposure →
Shanghai6×1.900 15% of 620 exposure →
Guangdong2–20 0% of 67 exposure →
Anhui2–20 0% of 26 exposure →
Guangxi2–21 0% of 34 exposure →
Zhejiang2–00 3% of 417 exposure →
Shandong1–10 4% of 169 exposure →
Chongqing1–00 0% of 67 exposure →
Hebei1–10 6% of 18 exposure →
Heilongjiang1–10 7% of 15 exposure →
Shaanxi1–10 2% of 265 exposure →
Jilin1–10 4% of 116 exposure →

Latest central documents

2025-05-26两部门关于开展智能养老服务机器人结对攻关与场景应用试点工作的通知
Notice from Two Departments on the Launch of a Pilot Programme for Collaborative Research and Scenario-Based …
工信厅联通装函〔2025〕212号
2024-07-29《工业机器人行业规范条件(2024版)》和《工业机器人行业规范条件管理实施办法(2024版)》发布
The ‘Standard Conditions for the Industrial Robotics Industry (2024 Edition)’ and the ‘Implementation Measure…
工业和信息化部公告2024年第20号
2024-05-23工业和信息化部办公厅关于印发工业重点行业领域设备更新和技术改造指南的通知
Notice from the General Office of the Ministry of Industry and Information Technology on the Issuance of the …
工信厅规〔2024〕33号
2023-12-29应急管理部 工业和信息化部关于加快应急机器人发展的指导意见
Guidance from the Ministry of Emergency Management and the Ministry of Industry and Information Technology on…
应急〔2023〕148号
2021-12-21十五部门关于印发《“十四五”机器人产业发展规划》的通知
Notice from Fifteen Ministries on the Issuance of the ‘14th Five-Year Plan for the Development of the Robotic…
工信部联规〔2021〕206号
2019-09-03符合《工业机器人行业规范条件》的企业名单(第二批)
List of enterprises complying with the ‘Standardised Conditions for the Industrial Robotics Sector’ (Second B…
工业和信息化部公告2019年第34号
2019-07-26科技部关于发布国家重点研发计划“智能机器人”重点专项2019年度定向项目申报指南的通知
Notice from the Ministry of Science and Technology on the Publication of the Application Guidelines for the 2…
国科发资〔2019〕254号
2019-06-14科技部关于发布国家重点研发计划“智能机器人”等重点专项2019年度项目申报指南的通知
Notice from the Ministry of Science and Technology on the Publication of the 2019 Project Application Guideli…
国科发资〔2019〕205号

Latest local documents

2026-09-10安徽省人民政府办公厅关于推动机器人产业高质量发展的实施意见
Implementation Opinions of the General Office of the People’s Government of Anhui Province on Promoting the H…
General Office of the Anhui Provincial People's Government
2026-08-10工业领域技术改造和设备更新再贷款政策指引
Guidance on the Re-lending Policy for Technological Upgrades and Equipment Renewal in the Industrial Sector
Guangdong Provincial Department of Industry and Information Technology
2026-07-07上海市经济信息化委关于组织开展农业领域机器人典型应用场景遴选工作的通知
Notice from the Shanghai Municipal Commission of Economy and Informatisation on the Organisation and Implemen…
Shanghai Municipal Commission of Economy and Information Technology
2026-06-16上海市经济和信息化委员会关于开展2026年度人形机器人与具身智能实景实训专项行动申报材料征集工作的通知
Notice from the Shanghai Municipal Commission of Economy and Information Technology on the Call for Applicati…
Shanghai Municipal Commission of Economy and Information Technology
2026-06-12北京市经济和信息化局关于开展2026年度人形机器人与具身智能实景实训专项行动申报材料征集工作的通知
notice · Beijing Municipal Bureau of Economy and Information Technology
2026-05-13关于印发《充分发挥人力资源社会保障作用助力具身智能等未来产业加快发展的措施清单》的通知
Notice on the Issuance of the ‘List of Measures to Fully Leverage the Role of Human Resources and Social Secu…
Jilin Provincial Department of Human Resources and Social Security
2026-04-17黑龙江省人民政府办公厅关于印发《黑龙江省支持智能机器人产业发展若干政策措施》的通知
Notice from the General Office of the People’s Government of Heilongjiang Province on the Issuance of the ‘Se…
General Office of the Heilongjiang Provincial People's Government
2025-12-31河北省支持机器人产业发展若干措施
Measures to Support the Development of the Robotics Industry in Hebei Province
Hebei Provincial People's Government
2025-12-30北京市人力资源和社会保障局关于增设机器人职称评审专业的通告
circular · Beijing Municipal Bureau of Human Resources and Social Security
2025-12-10关于上海市2025年度关键技术研发计划“先锋者计划”生物混合机器人(第三批)项目立项的通知
notice · Shanghai Municipal Commission of Science and Technology

Measures

MeasureGroupFoundchecked precision
Capital grantFiscal and financial support1570%
Interest subsidyFiscal and financial support690%
Tax reliefFiscal and financial support480%
Vouchers for firmsFiscal and financial support3not checked
Credit guaranteeFiscal and financial support390%
Local registration conditionLocalisation conditions260%
Purchase subsidyFiscal and financial support280%
Policy lendingFiscal and financial support2not checked
First-of-a-kind supportFiscal and financial support1100%
Guidance fund / state equityFiscal and financial support150%

Precision from the Data page: samples of ten, checked by the AI assistant; a human-coded sample is still to come.

Money on the table

关于印发《充分发挥人力资源社会保障作用助力具身智能等未来产业加快发展的措施清单》的通知 2026-05-13 · Capital grant
2.支持全省具身智能等未来产业相关单位以项目合作、兼职、技术指导、技术咨询等方式柔性引进国内外顶尖人才及团队,按照省人力资源社会保障厅年度柔性引进高层次人才(团队)补助项目入库征集通知要求申报资助项目,给予倾斜支持,入选项目最高可给予200万元资金补助。
黑龙江省人民政府办公厅关于印发《黑龙江省支持智能机器人产业发展若干政策措施》的通知 2026-04-17 · Purchase subsidy
对经认定的数字化车间(生产线)和智能工厂,按项目合同金额(含设备投资和工业软件购置等数字化建设费用)给予10%的一次性补助,最高分别不超过200万元和1000万元。
河北省支持机器人产业发展若干措施 2025-12-31 · Capital grant
对入选省级典型应用场景且项目投资额不低于200万元的,每项分别给予机器人相关企业和用户单位各50万元奖励,每家最高不超过500万元。
广西壮族自治区工业和信息化厅等六部门印发《关于促进机器人产业发展的若干政策措施》的通知 2025-11-25 · Capital grant
对机器人产业项目,按照固定资产投资的10%给予投资补助,最高不超过5000万元。
安徽省人民政府办公厅关于印发《安徽省智能机器人产业发展行动方案(2025—2027年)》的通知 2025-11-10 · Capital grant
对成功创建国家级未来产业先导区的,再给予1000万元奖励。
北京经济技术开发区管理委员会关于印发《北京经济技术开发区关于推动具身智能机器人创新发展的若干措施》的通知 2025-08-12 · Capital grant
推动产业园区、商务楼宇、酒店公寓、医院药房等开放数据采集场景,择优遴选一批标杆具身智能实训场,每个实训场给予10万元认定奖励。

Rules that favour local or Chinese firms

ProvisionHowDisadvantages
“申报单位应在本市登记注册且近3年无因违法失信行为被行政机关实施联合惩戒或被司法部门采取失信惩戒措施。” Local registration / taxother regions
“根据党的二十届三中全会通过的《决定》中“鼓励和规范发展天使投资、风险投资、私募股权投资,更好发挥政府投资基金作用”有关要求,鼓励国有资本及社会资本与国际国内相关基金合作,完善相关国有资本参与基金投资制度和容错机制,配套财政支持资金扩充市属国有企业资本金,发挥杠杆效应引导市内外各类资本参与发展科创投…” SOE or private-firm preferenceprivate firms
“(二)政策和标准依据主要政策和标准依据包括但不限于:《电动自行车行业规范条件》《铅蓄电池行业规范条件》《制革行业规范条件》《日用玻璃行业规范条件》等行业管理制度。” Eligibility catalogue / whitelistforeign-owned firms
“1.申请高精尖资金的企业应在本市登记注册、具有独立法人资格且近3年无严重失信记录。” Local registration / taxother regions
“对进入创新医疗器械特别审查程序并首次取得医疗器械注册证在本市生产的产品,提供全程跟踪服务,给予相应支持。” Local production requirementimports, other regions

Keyword and model screens: leads to check against the document, not findings. Newest first, one per document.

Coming into force (12 months)

No in-force date in the next 12 months.

Expiring (12 months)

Firms named most often

FirmOwnershipListings
No firm lists in these documents.

Listed groups: reported government grants

No listed group in this sector with HKEX grants extracted.

How this sector is defined

42 documents whose title matches 机器人|具身智能, plus 13 in the topic tree robots; 45 together. Goods: HS 847950. Measures and preference provisions are screen output; open each document for the clause.