The author proposes that the sharp drop in robot rental prices is an inevitable stage for the industry to move toward practical application.

On October 21, 2026, Jianghan Vision put forward the judgment that the 70% year-on-year drop in robot rental prices does not mean the industry is fizzling out, but rather that the industry is beginning to normalize. A report by 36Kr·AI on the same day provided relevant market data: the all-inclusive daily rental price of humanoid robots fell from 10,000 to 30,000 yuan in early 2025 to the 3,000 yuan range, with some basic models dropping below 2,000 yuan, a decline of over 70%; the all-inclusive daily rental of quadruped robot dogs fell by about two-thirds, with JD.com's bare-machine daily rental at about 160 yuan and less than 100 yuan per day for a 30-day rental period. The report also mentioned that on the supply side, capacity ramp-ups by manufacturers such as Unitree and AgiBot, combined with the influx of rental platforms, and on the demand side, a shift from commercial-performance traffic props to long-term scenarios such as in-store shopping guides and park inspections, have pushed the industry into a stage of routine competition focused on delivery quality. At present, there are no subsequent factual developments regarding this judgment.

AI-generated from public reports

1. Oct 21· 1 reports

   The author argues that the sharp drop in robot rental prices is an inevitable stage for the industry to move toward practical application

   Source:36Kr · AI