A robot rental industry has been created in China that has plunged prices in a year, but it has an asterisk

From spring 2025 to winter 2026, renting a humanoid robot for a business event in China has gone from costing between 10,000 and 20,000 yuan a day to being listed at 1,796. Robot dogs already cost 78 yuan a day in JD.comless than 10 euros. A drop of 80% in twelve months. Why is it important. Beyond the price war, this is the first real scale laboratory in the humanoid robot business, and what happens says a lot about the real state of an industry that moves a lot of money in financing but still needs a human behind each machine. In figures: Between the lines. The most interesting number in this matter is not any of the above, but this: every robot deployed today arrives with a human engineer behind it. This technician assumes transportation, calibration, live operation and unforeseen events. The actual model is not ‘Robot as a Servicebut rather ‘Robot + Person as a Service’. The logic of SaaS (marginal costs that approach zero when scaling) does not apply here. Each new unit in the catalog implies a new payroll. The bottleneck is therefore not in the supply of machines, but in the supply of people capable of operating them. The context. Qingtianzu, the platform controlled by Zhiyuan Robotics and backed by Hillhouse Capital, connects more than 200 suppliers with companies that need robots for presentations, inaugurations or weddings. like a marketplace. During the Chinese New Year, their orders grew by 70% and exceeded 5,000 orders in one week. JD.com saw searches for “robot” increase 25-fold. The demand exists, the problem is the cost structure. Yes, but. Rent has fallen by 80%, but operating costs have barely budged: transportation, engineers, insurance, logistics… Everything remains basically the same.. The payback period cited by operators (about six or eight months) assumes about ten monthly orders at 2,500 yuan on average. But that works during peak demand. Outside of the holiday weeks, that rhythm is broken. The big question. 65% of orders are for entertainment and marketing: robots that dance or parade at fairs and those types of cute but short-lived acts. Intermittent uses by definition. To have a stable base, the sector needs to enter factories, hospitals and logistics. But experts have already warned: the majority of current humanoids are in the “cerebellum” phase, executing instructions without autonomous decision. That jump, according to the most optimistic estimatesit will take about five years. The panoramic. In a matter of months, China has built an industry with funded platforms, distributed logistics and real demand. It is the first country that has brought humanoid robots to the mass market, even if it is to perform in shopping centers and shake hands in dealerships. TrendForce foresees more than 50,000 units shipped in 2026, 700% more. The sector has its own precedent: drones for shows, which did not take off for their industrial uses but for the shows nightlife in cities across China. Robot rental can follow the same script. The difference is that an autonomous drone no longer needs a pilot. The humanoid robot still does. In Xataka | There is a Chinese startup creating the most amazing robots of the moment. It’s called X Square Featured image | Andy Kelly

The Adamuz accident has plunged demand for the AVE by 30%. It is a fact that hides something worse: mistrust

The high-speed accident in Adamuz (Córdoba) has turned the Spanish railway upside down. Closures, speed restrictions and a loss of credibility in the service have directly impacted the sales of the three companies that operate on Spanish roads. And it has translated into data: a 30% drop in sales. The data. Demand for high-speed trains has fallen by 30%, according to data collected by Trainlinea railway ticket price comparator that operates in our country. The information was released by Pedro García, its general director in Europe and Spain, at an event organized by the company this week. According to this platform, the demand for banknotes has fallen by 30% in the weeks following the Adamuz accident (Córdoba) in which 46 people died after an Iryo derailed and, still under investigationthe subsequent crash and derailment of an Alvia that was traveling in the opposite direction. No trust. We could say that it hints at it but it is almost a cry: the customer is distrustful of high speed. It is not only a question of security, the drop in demand is undoubtedly influenced by speed restrictions that have been imposed and the cancellations late in the day between Madrid and Barcelona. It must be taken into account that, in just over a month, we have had the following schedule on the Spanish railway lines: Later. In the current state of high-speed lines, only one thing is clear: the train is going to arrive later. First of all, because Adif is reviewing all avenues and that requires, for example, In Madrid-Barcelona, ​​25 minutes have already been added by default to the journey. And that is in the best of cases. Because as reported by a train driver Xatakathose who drive the trains have the power to stop the train or move more slowly if they consider that the tracks are not safe or, at least, not at maximum speed. Their repeated complaints have led to temporary speed limitations that have been activated and deactivated but, ultimately, yours is the last word. This situation has been experienced with the reopening of the Madrid-Seville line. The driver, passing through the Adamuz section He stopped the train thinking that something was happening on the premises.. Then it turned out that, simply, confusion had arisen due to repairs carried out. to the plane. This distrust has caused a transfer of passengers to the plane. And the thing is that, especially companies, have been putting aside the use of the train for daily trips between Madrid and the large capitals of Spanish provinces. Especially in the Madrid-Barcelona route, where business use of the train was very high, demand for air travelers skyrocketed to the point that Iberia capped dynamic prices at 99 euros. The Ombudsman even asked the CNMC to study the price increases that were experienced in the following days in airlines and car rental companies. The rise in demand for aircraft between Madrid and Barcelona has been such that Vueling has returned to the Air Bridgea route that had abandoned in a movement where, without a doubt, The arrival of Ouigo and Iryo on Spanish roads had influenced. And an impact on the accounts. The combo of cancellations, high-speed restrictions and insecurity in arriving at the agreed time has caused a hole in the accounts of the large railway companies. According to theEconomistalready in January 2025 the losses were recorded at more than one million euros per day if only the cut in the southern corridor was taken into account. In The reason They raise the impact to a loss of 109 million euros in Malaga tourism alone. Losses that are yet to be quantified for companies but that arrive at a bad time, just when Ouigo and Iryo aspired to make money in our country after completing its landing phase. Photo | Samson Ng. D201@EAL In Xataka | The first AVE trains are more than 30 years old and are still in circulation: Renfe has not yet found a company for their maintenance

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