Humanoid robot rental prices fall from 30,000 yuan to the thousand-yuan range: who is repricing robot assets?

Humanoid robot rental prices have dropped by more than 70% in just over a year, with daily rental for mainstream models falling from 10,000 to 30,000 yuan after the 2025 Spring Festival Gala to the thousand-yuan range, while robot dogs fell by about two-thirds. The author argues that what has mainly fallen is the scarcity premium, that about 65% of orders are one-off commercial performances, and that a bare-unit quote only constitutes real delivery when an engineer is on site. Based on industry accounting, monthly net profit is about 70,000 yuan and payback takes about 50 months, longer than the 3-to-5-year cycle over which residual value falls to zero, so rental companies are in effect cashing out asset residual value in advance.