Chinese Embodied AI Goes Global with a "Weight-Loss Plan": Shifting from Complete-System Delivery to Quick-Release Modules and RaaS

In the first half of 2026, China's robot exports reached 24.85 billion yuan, up 359.0% year on year, but entertainment performances and education/ research procurement together accounted for over 60% of the export mix, while only 13% truly entered intelligent manufacturing. Wujie Dynamics' K15, entering a French battery factory, required on-site re-collection of force and tactile data and model fine-tuning, turning delivery into a project-based, non-standardized process. Realman demonstrated cross-ocean cloud teleoperation, Nanjing Yinxesi launched a second-generation humanoid robot joint module supporting quick release, and AgiBot launched an overseas standalone site promoting RaaS with a starting rental price of 899 euros per day, covering 17 countries and regions.