Enterprise Agents Reach 21.2 Billion Yuan, Embodied AI 915 Billion
The China Internet Development Report, released at the Wuzhen summit on 4 November, put the 2025 market for enterprise AI agents at 2.12 billion yuan and the embodied AI market at about 91.5 billion yuan, up 20.4% year on year, with 924 generative AI services registered as of June 2026. The agent figure is the consequential one: a category with a published market size acquires a budget line, a procurement process and a renewal cycle. The embodied number covers a much wider definition than humanoids, so it should not be used as a proxy for robot demand.
