Increased volume and decreased prices! Robot performance rental "breaks out"

Wallstreetcn
2026.02.23 01:03

A robot leasing practitioner told reporters that the robot leasing for this year's Spring Festival has basically been fully booked a month in advance. If orders are placed close to the Spring Festival, prices may rise from the previous thousands of yuan per day to 10,000 yuan per day. Platform data also confirms this heat. JD.com disclosed that in January 2026, the transaction volume of JD's self-operated robot leasing business increased by over 100% month-on-month, with multiple popular models of robots and robotic dogs in high demand, and current orders have been scheduled until mid-March.

However, behind the popularity of robot leasing, prices are rapidly declining. After Yushu Technology appeared on the Spring Festival Gala in 2025, the daily rental price of humanoid robots once soared to the level of 10,000 yuan. With the release of production capacity and an increase in market supply, robot leasing prices have been falling all the way. At the beginning of 2025, the daily rental price for dancing robots was generally around 20,000 yuan, while non-dancing ones were over 10,000 yuan; now, dancing robots are about 6,000 yuan per day, and non-dancing ones range from 2,000 to 4,000 yuan, with the 6,000 yuan price also including operator and round-trip transportation costs. (Shanghai Securities Journal)