Going Global: 30% Overseas Revenue Targets Across the Board
China's embodied AI companies have shifted in 2026 from "product export" to "system export":
🌏 Overseas revenue share targets (company-disclosed):
AgiBot: 2026 target of 30% overseas share, long-term 50% (per Co-President Jiang Qingsong, disclosed May 15)
AgiBot Kutuo (quadruped subsidiary): Q1 2026 overseas order share already 40%
AgiBot Qingtian Lease (RaaS platform): launched ShareBot global network in April, covering 13 countries including Germany, France, US, Malaysia, Thailand
UBTech: overseas business share 33.6% as of H1 2025
Robot Era (Xingdong Jiyuan): overseas business share 50%
CES 2026: of 598 robotics exhibitors, 149 were Chinese (25%); of 38 humanoid exhibitors, 21 were Chinese (55%)
🤝 Marquee partnerships:
UBTech × Airbus (France): Walker S2 for aircraft manufacturing facilities
UBTech × Texas Instruments (US): advanced manufacturing
AgiBot × SIR Spa (Italy): systems integration, on-site deployment, operations support
AgiBot Malaysia: opened the first overseas AI robot experience center in Shah Alam i-City
United Nations HQ (Feb 9): AgiBot's Yuanzheng A2 / Lingxi X2 / Kutuo D1 performed for 13 UN Under-Secretaries-General and representatives from 120 countries — China's highest-profile humanoid robotics moment to date
📦 Policy coverage:
As of Jan 1, 2026, humanoid robots received a dedicated export tariff code — institutionally separating them from traditional robotics for the first time.
China's real advantage in going global isn't price.
It's supply chain density engineering iteration speed. Figure AI, Apptronik, and Physical Intelligence haven't built their factories yet — China's supply chain can equip a startup with 80% of its components in 6 months.
That's the structural reason overseas customers, eventually, all come back to Chinese suppliers.