Warning Issued on China's Humanoid Robotics Bubble

China's National Development and Reform Commission has issued a rare warning about a potential bubble in the country's humanoid robotics industry. The warning comes as Elon Musk plans to scale production of the Tesla Optimus robot next year. Over 150 companies and startups are developing nearly identical robots, creating a risk of a classic investment bubble that could trigger a bust cycle and stifle real innovation. The Solactive China Humanoid Robotics Index is up 28.5% year to date and doubled from 2024 lows.