Field Research Itinerary · June 2026

Shenzhen Robotics Immersion

June 23 (Tue) – June 26 (Fri) · Becoming the most knowledgeable CEO in humanoid robotics

Why Shenzhen, Why Now

Shenzhen produces 80%+ of the world's humanoid robots. The city has 140+ domestic humanoid manufacturers and over 330 models released as of 2025. Nanshan's "Robot Valley" along Liuxian Avenue is a 10km corridor of robotics companies, from LiDAR sensors to full humanoids. If you want to understand where humanoid robotics is heading, this is ground zero.

Weather heads-up: June is Shenzhen's wettest month. 30–33°C (86–91°F), 80%+ humidity, ~54% chance of rain any given day. Bring an umbrella, pack light breathable clothes, and schedule indoor backups. Typhoon season starts — monitor forecasts.

📋The Landscape: Key Shenzhen Humanoid Companies

Know these before you land. You'll be walking past their offices.

UBTech Robotics Public (HK:1690)
Nanshan Smart Park, 1001 Xueyuan Ave · Walker S2, Alpha Mini · China's first listed humanoid company · $20K household humanoid announced · 10K unit target by 2026
Must-see: Market leader, publicly listed, Walker S2 deployed in BYD/factory settings. Their HQ is in Nanshan — try to arrange a meeting.
Leju Robotics Private
Longhua District · KuaFu, Roban 2 · First pilot production line in Shenzhen (April 2026) · 10K+ annual capacity factory in Foshan
Must-see: Just opened Shenzhen's first humanoid production line. If you can get a factory tour, that's invaluable for understanding manufacturing economics.
EngineAI (Zhongqing Robotics) Private
Nanshan Honghualing Base · T800 humanoid · Robot boxing competitions · ~400 units shipped 2025
Interesting: Newer entrant with aggressive marketing (robot boxing). Shows how Chinese companies differentiate through spectacle.
LimX Dynamics Private
Shenzhen · CL series, TRON 1/2 modular bipedal robots · Founded 2022
Interesting: Modular approach to humanoid locomotion. Their TRON 2 launched Dec 2025 — shows the "componentized" strategy vs. full humanoid.
XPENG Robotics XPENG subsidiary
Nanshan Sky City showroom · Iron AI robot · EV company pivot to humanoid
Must-see: The EV-to-robotics pipeline is real. XPENG's Iron robot deployed in their own factories. Their Nanshan showroom is publicly accessible.
Pudu Robotics Private
Nanshan, Shenzhen International Inno Valley · PUDU-D9 bipedal · 100K+ service robots shipped
Interesting: Service robotics leader pivoting to humanoid. Massive installed base gives them distribution that pure humanoid startups lack.
Dobot Robotics Private
Shenzhen · Dobot Atom humanoid · Known for cobots · Straight-knee walking mechanism
Interesting: Cobots → humanoids is a common path. Dobot's Atom has a unique gait — worth understanding the engineering trade-offs.
Unitree Robotics Major Player
HQ Hangzhou, office in Shenzhen Robot Valley · G1, H1-2 · ~4,200 units shipped 2025 · Aggressive pricing
Must-know: The Xiaomi of robotics — aggressive pricing, fast iteration. Their G1 at ~$16K is the price benchmark. Not HQ'd in Shenzhen but has a local presence.

📅Day-by-Day Itinerary

Day 1
Tuesday, June 23 — Land & Orient
Afternoon: Arrive & Check In

Land at Shenzhen Bao'an International (SZX). Take a DiDi to the JW Marriott Shenzhen in Futian District — your base for the trip.

🏨 JW Marriott Hotel Shenzhen · No. 6005 Shennan Blvd, Futian District · Near Chegongmiao Metro (Line 1/7/9/11)

✈️ Airport → JW Marriott: ~40 min by DiDi (~¥120), ~60 min by Metro (Line 11 to Chegongmiao)

Evening: Shenzhen Robot Mall

Your first stop. The world's first dedicated robot mall — opened August 2025. Four floors, 4,000 sqm, 100+ robot types from 40+ brands. Humanoid robots run cafes, shops, and make food. This is the quickest way to see the consumer-facing landscape in one place.

📍 Shenzhen Robot Mall · Open daily · Free entry · ~2-3 hours
🚗 JW Marriott → Robot Mall: ~20 min DiDi (depends on which district — likely Nanshan area)

  • Interact with UBTech, Unitree, and other brands on display
  • Note which robots feel polished vs. prototype — first impressions of Chinese consumer robotics quality
  • Ask staff about pricing, sales volumes, and which models sell best
Late Evening: Decompress

Walk the Futian/Chezhen area near the hotel. Get WeChat Pay and Alipay set up if you haven't already — you'll need them for everything.

Day 2
Wednesday, June 24 — Robot Valley Deep Dive
Morning (9:00–12:00): Robot Valley Walk — Liuxian Avenue

Walk the 10km Robot Valley corridor along Liuxian Avenue in Nanshan. This is the densest robotics cluster in the world.

📍 Nanshan, Liuxian Avenue corridor · Start at Nanshan Smart Park
🚗 JW Marriott → Nanshan Smart Park: ~25 min DiDi (~¥35)

  • UBTech HQ — Building C1, Nanshan Smart Park, 1001 Xueyuan Ave. Walk the lobby and public areas. Even without a scheduled meeting, seeing the building, the energy, and the neighborhood tells you something. If you can arrange a meeting in advance (email their IR team — they're public), this becomes a 2-hour goldmine.
  • EngineAI — Honghualing Base, right next to RoboSense (LiDAR). Walk the area, see the co-located supply chain in action.
  • RoboSense HQ — Not a humanoid company, but their LiDAR is the "eyes" of most Chinese humanoids. Understanding the sensor layer is understanding the cost structure.
Lunch: Talent Park Robot Barista

Grab coffee from the robot barista at Talent Park (Nanshan). Also has a drone-concierge area. Yes, it's a gimmick — but it's a working gimmick, and that tells you something about deployment maturity.

📍 Shenzhen Talent Park, Nanshan · ~10 min from Robot Valley by DiDi

Afternoon (14:00–17:00): XPENG Sky City + Pudu

XPENG Sky City Showroom (Nanshan). See the XPENG Iron humanoid robot alongside their EVs. This is one of the best publicly accessible humanoid experiences in Shenzhen. Ask the showroom staff about the Iron's deployment in XPENG's own factories — the "eat your own cooking" strategy.

📍 XPENG Sky City, Nanshan · Open to public · Free
🚗 Talent Park → XPENG Sky City: ~15 min DiDi (~¥20)

After, head to Pudu Robotics area (Shenzhen International Inno Valley, Nanshan).

🚗 XPENG → Pudu area: ~10 min DiDi (~¥15)

Evening: Nanshan Robot Restaurant

Find a robot restaurant in the Futian area near your hotel. Several clusters exist where robots cook, serve, and deliver food. It's touristy, but it's live deployment data.

🚗 Pudu area → JW Marriott: ~20 min DiDi (~¥30)

Day 3
Thursday, June 25 — Supply Chain & Manufacturing
Morning (8:30–12:00): Huaqiangbei + Global Robot Sourcing Center

This is where you understand why Shenzhen wins. Huaqiangbei is the world's largest electronics market, and since November 2025 it houses the Global Robot Sourcing Center — a dedicated hub for robotics components.

📍 Huaqiangbei, Futian District · Metro: Huaqiang Road station (Line 1)
🚇 JW Marriott → Huaqiangbei: ~20 min by Metro (Line 1 from Chegongmiao) or ~15 min DiDi (~¥25)

  • Global Robot Sourcing Center: Core components — chips, sensors, motors, encoders, reducers, algorithm modules. This is where you see the cost structure of a humanoid robot laid bare. Ask about prices for harmonic reducers, servo motors, and force sensors. You'll leave understanding why a Chinese humanoid costs $20K while a Western one costs $150K.
  • SEG Electronics Market: The OG Huaqiangbei experience. Browse floors of components. If you see something interesting (actuator, joint module), buy it and take it home. Literal supply chain souvenirs.
  • Pro tip: Bring a notebook. Write down component prices. You'll reference these in investor meetings for years.
Afternoon (13:30–17:30): Leju Robotics — Longhua Factory

This is the most important meeting of the trip if you can get it. Leju's Longhua pilot production line opened April 2026 — Shenzhen's first dedicated humanoid manufacturing line. They're building the Roban 2 there with a Foshan factory targeting 10K+ units/year.

📍 Leju Robotics, Longhua District
🚗 Huaqiangbei → Leju Longhua: ~35 min DiDi (~¥60)

What to learn here:

  • Assembly line throughput — how many humanoids per day/week?
  • Labor content — how much is hand-assembled vs. automated?
  • Quality control — what's the yield rate? What fails most often?
  • BOM breakdown — what are the most expensive components?
  • Lead times — from order to shipment, how long?
Advance planning required: Email Leju's business development team at least 2 weeks before your trip. Explain you're a CEO researching the humanoid market for a new venture. Chinese companies are generally receptive to foreign visitors who show genuine interest and preparation.
Evening: CYBERHERO Robot 6S Store

Head to CYBERHERO Robot 6S Store in Galaxy World CoCo Park, Longgang District (you're already heading east from Longhua). Daily robot shows with humanoid robots and robot dogs. Sales, spare parts, maintenance, leasing — this is a robot dealership. Study the business model.

📍 Galaxy World CoCo Park, Longgang District · Open daily
🚗 Leju Longhua → CYBERHERO Longgang: ~25 min DiDi (~¥40)

  • What's the price range for consumer humanoids?
  • What's the leasing model? Monthly rates?
  • What do customers actually buy vs. browse?
Day 4
Friday, June 26 — Synthesis & Departure
Morning (9:00–11:00): Elephant Robotics

Quick visit to Elephant Robotics in Yungu Innovative Industrial Park (Nanshan). They make collaborative and educational robots — smaller scale than UBTech but interesting for the "how do you start in robotics" story.

📍 R205, B7, Yungu Innovative Industrial Park 2, Nanshan
🚗 JW Marriott → Elephant Robotics: ~25 min DiDi (~¥35)

Late Morning (11:00–12:30): Shenzhen Convention Center Area

Walk the Shenzhen Convention and Exhibition Center in Futian — it's close to your hotel.

🚶 JW Marriott → Convention Center: ~10 min walk

Lunch: Final Notes & Packing

Spend an hour writing up notes while they're fresh. Do not skip this step — the details you remember on Day 4 will be 10x more useful than what you recall a week later.

Afternoon: Fly Out

Head to Bao'an International (SZX) for your Friday flight home.

🚗 JW Marriott → Bao'an Airport: ~40 min DiDi (~¥120) or Metro Line 11 (~60 min)

Pre-Trip Checklist

2+ Weeks Before

1 Week Before

Pack

🧠CEO Knowledge Base: Know Before You Land

Walk into every meeting knowing these numbers.

Fact Number Why It Matters
Chinese humanoid manufacturers 140+ Market is hyper-competitive, not concentrated
Humanoid models released in China 330+ Rapid iteration, lots of duplication
China's share of global humanoid production 80%+ Supply chain dominance
Top shipper 2025 AgiBot (~5,100 units) Volume leader, Shanghai-based
#2 shipper 2025 Unitree (~4,200 units) Aggressive pricing, Hangzhou
UBTech 2026 target 10,000 units Public company — trackable
Consumer humanoid price range $16K–$20K Unitree G1 ~$16K, UBTech home model $20K
Shenzhen robot output (2024) 200B RMB (~$28B) City-level industrial policy commitment
Leju factory capacity (Foshan) 10K+ units/year Mass production is real, not slide decks

🎯Meeting Questions for Every Company

Bring these to every meeting. Listen more than you talk.

Product & Technology

Market & Customers

Personalization & Adaptation

Manufacturing & Supply Chain

🗺️Not in Shenzhen, But Must Know

You won't visit these, but every Chinese robotics person will reference them.

Company City Key Fact
AgiBot (Zhiyuan) Shanghai #1 shipper globally (~5,100 units). Largest mass production facility. Open-source dataset with 1M+ real-robot samples.
Unitree Hangzhou #2 shipper. G1 at ~$16K. The price-setter. Has Shenzhen office.
Fourier Intelligence Shanghai GR-3 care-bot, N1 open-source humanoid. Rehabilitation → humanoid pipeline.
Kepler Robotics Shanghai K2 "Bumblebee" in production. Precision industrial focus.
Spirit AI (Qianxun) Shenzhen Huawei's sole investment in embodied intelligence. Moz1 humanoid. Deep pocketed backer.
Noetix Robotics Beijing N2 humanoid. Founded 2023. Fast mover.
Xiaomi CyberOne Beijing R&D prototype. If Xiaomi goes commercial, their manufacturing scale is unmatched.