Hangjiashuo Robotics
On Liuxian Avenue in Nanshan, Shenzhen, truck drivers make four or five trips a day, serving over 200 robotics companies along both sides of the road. This valley, stretching about 10 kilometers in length and covering approximately 28 square kilometers, is known in the industry as "Robotics Valley".
In September this year, Shenzhen issued a plan proposing that by 2028, the local sourcing of core robot components will be achieved, with a half-hour supply radius. People in the valley do not just talk about concepts; they have turned this into a daily reality over the past decade.
01. A Procurement List, Fully Equipped in Half an Hour
Let's first look at the procurement list for a humanoid robot: for LiDAR, turn to RoboSense, which sold 283,000 robotic LiDAR units in the first half of the year, a growth of over 5 times; for 3D vision, look to Orbbec, which holds over 70% market share in service robots; for tactile sensors, choose PAXINI. Motion control is handled by Leadshine, while chips and modules are provided by Fortior Technology; for end-effectors, the electric grippers from DH-Robotics and the collaborative robot arms from Dobot are all within a half-hour drive.
These OEM manufacturers, including UBTECH, Leju Robotics, ZQ Robotics, Pudu Robotics, AI² Robotics, and LimX Dynamics, are scattered along both sides of the road. Engineers at Orbbec have a saying: upon receiving an urgent request, they can be on-site within half an hour.
02. The Value of Half an Hour
The density of the supply chain brings not only efficiency but also a cost revolution.
Tactile sensors were once "choke point" components, with imported single units costing over CNY 100,000. PAXINI has been immersed in the valley for 4 years, first reducing the price to CNY 10,000 in 2023, and then dropping it to CNY 199 in 2025, a decrease of 99.8%. A dexterous hand requires 1,140 tactile units, accounting for about 17% of the total material cost of the whole machine. Only by driving down the price of sensors can there be room to reduce the price of the entire machine.
It is said that service robots from some Shenzhen enterprises have seen their prices drop from over CNY 500,000 two years ago to just over CNY 100,000 for new products this year. Logistics data provides the most honest corroborating evidence: from January to August 2026, robot transportation orders in Nanshan District increased by 94.4% year-on-year, and in the second quarter, they rose by another 51.2% quarter-on-quarter, with cross-city orders flowing to Dongguan, Foshan, and Huizhou.
03. The Weight of a Valley
Over 200 industrial chain enterprises, 32 "Little Giant" enterprises specialized and sophisticated, 15 listed companies, and 11 universities and research institutes—including SUSTech, Tsinghua Shenzhen International Graduate School, Peking University Shenzhen Graduate School, Harbin Institute of Technology (Shenzhen), and Shenzhen Institute of Advanced Technology, Chinese Academy of Sciences—are all located here; the added value of the robotics industry in Nanshan accounts for about 30% of the total in Shenzhen.
Looking at the city as a whole: in 2025, the total output value of Shenzhen's robotics industry chain reached CNY 242.6 billion, a year-on-year increase of 20.56%; the production of complete humanoid robots reached 343,400 sets, an increase of 83.1%; about half of the components can be sourced within 10 kilometers, and 80% can be found within 40 kilometers. Robotics Valley is precisely the heart of this network.
Over 40 years ago, Shenzhen amazed the world with "a floor built every three days"; today, it redefines the efficiency of manufacturing with a "half-hour supply circle". For the robotics industry, which emphasizes rapid iteration, half an hour is not just time, but a moat.
This article is compiled based on publicly available online information and is for reference only, not constituting investment advice.