Yushu Technology has pushed back against online rumours about its 2025 sales figures and published a firmwide clarification: the company says it shipped more than 5,500 pure humanoid robots to end customers in 2025, with over 6,500 humanoid bodies produced in mass manufacturing. Yushu emphasised that these figures refer to delivered units, not orders, and exclude other product families such as dual‑arm wheeled robots.
The announcement is notable because it outstrips a recent market estimate by research firm Omdia. Omdia’s market radar had ranked Yushu second in 2025 humanoid shipments at about 4,200 units, behind rival Zhiyuan at 5,168. Yushu’s self‑reported shipments are roughly 31% higher than that projection, underscoring a gap between on‑the‑ground commercial roll‑outs and third‑party forecasts.
The company also reminded the market that robot types are not interchangeable: Yushu’s portfolio spans quadrupeds, humanoids and components, and mixing counts across form factors can produce misleading comparisons. Public disclosures show quadruped robots remain the company’s revenue base: in 2024, quadrupeds accounted for about 65% of sales, humanoids 30% and parts 5%. Yushu says roughly 80% of quadrupeds are sold into research, education and consumer channels, with the rest used in industrial inspection and fire‑safety work; humanoids are sold into research, education and consumer markets.
Yushu’s disclosure also reiterated recent operational moves that have supported higher output. The company increased manufacturing capacity at a Wuxi facility in Q2 2025, raising annual quadruped capacity from 15,000 to 50,000 units, and said industrial robot orders surged—contracts rose by roughly 220% year‑on‑year and surpassed RMB 120 million in one disclosure. The firm has been expanding retail channels too: a JD Mall flagship store in Beijing opened at the end of 2025 to allow in‑person demos and direct purchases, while online storefronts list humanoid models such as the R1 and the G1 quadruped.
Investors will note Yushu’s claim that 2024 revenue exceeded RMB 1 billion and that the company was among the few robotics firms to report consecutive profitability. Yushu completed IPO listing counselling in November 2025 and is preparing a domestic initial public offering, a step that makes transparent, verifiable sales data more salient for prospective public investors and regulators.
The disclosure raises several questions for international observers. Self‑reported shipment numbers are a normal part of corporate communication, but they should be interpreted alongside independent audits, channel checks and after‑sales metrics. The difference between order intake and shipped, paid‑for units matters for assessing market traction: Yushu’s emphasis on delivered units signals genuine customer uptake but also shifts scrutiny to returns, service capacity and unit economics.
Strategically, the figures illuminate two broader trends in China’s robotics scene: rapid consumer and education adoption of humanoid designs, and a persistent industrial base centred on more mature quadruped platforms. For global competitors and component suppliers, a company flexing mass production at this scale will be a more formidable commercial partner and rival, with implications for supply chains, software ecosystems and retail distribution models.
For buyers, investors and policymakers, the episode is a reminder that the robotics market remains fragmented by form factor and channel. Market research that aggregates different robot classes can understate or overstate leaders in particular segments. Yushu’s clarification seeks to draw that distinction, while its IPO ambitions make independent verification of its growth story both likely and important.