China buys robots at grid scale, RaaS becomes the deployment model, and 17 governments subsidize the purchase — while insurance barely exists outside China

Asked (summary):

Research task: global robot market signals, 2026. Find, verify and analyze meaningful worldwide robot-market signals in four categories — sales/price, rental/RaaS, credit/financing, and insurance — identifying geography, company, product, date, evidence, source quality, signal strength, confidence, contradictions and market implication, current through 2026, distinguishing facts from interpretation and isolated from global patterns.

This report covers 80 high-value candidate rows (40 sales/price and rental/RaaS, 40 credit/financing and insurance) shortlisted from a broad 2026 search of 2,531 candidates, deduplicated here into 47 distinct signals across 16 countries and one unattributed cluster. It is a verified-signal shortlist, not an exhaustive census; the research cutoff is 13 September 2026, so 2026 is an incomplete year. No coordinates were supplied — countries are matched by name.

Where the signals land

Sales / price Rental / RaaS Credit / financing Insurance

Circle area = distinct deduplicated signals per country; colour = the country's dominant signal category. Hover or tap a circle for the breakdown and the companies behind it. Hong Kong insurance signals are plotted with China. Three signals with no country stated (Robot.com R-noid launch corroboration, Sunday Memo, Bosch contract manufacturing, Risklytics brokerage) appear only in the table.

What the map cannot say

China State Grid's 2026 plan — about 8,500 robots (reported as ~5,000 quadrupeds, 500 humanoids, 3,000 dual-arm) across 26 provincial regions for CNY 6.8 billion — is the strongest quantified demand signal, corroborated by four independent trade/news reports; no State Grid procurement document was supplied. asiabits.com · techfastforward.com
RaaS is turning into a deployment architecture: Robot.com launched R-noid commercially with stated 8–12 week deployments, Agility's Digit is active under RaaS at Toyota Motor Manufacturing Canada (7+ units) and GXO, and the binding Humanoid–Schaeffler agreement targets a four-digit wheeled fleet globally by 2032 with German deployment starting around December 2026 — a future target, not 2026 deliveries. robot.com
Buyer-side purchase aid is the broadest pattern — 25 of 47 signals: Poland's extra 50% robotization deduction, Belarus's 150% depreciation and VAT package, Spain's agricultural-robot grants, Israel's 20–30% co-funding, Japan's up-to-half bin-picking subsidy, South Korea's 50%/KRW 250 million SME support, and the UK's £20 million farming automation competition. arpiaccounting.com
Insurance is the least mature lane — 4 signals, concentrated in China/Hong Kong: CPIC Zhejiang's "6S full-lifecycle" embodied-robot cover (hardware loss, third-party liability, cyber) and Axonex/YAS/Zurich embedded micro-insurance suggest underwriting is starting to productize robot risk, not that a global retail market exists. embodiedglobal.com
Caution. Many headline humanoid signals are forward contracts, reservations, pilots or planned year-end deployments repeated by secondary outlets. Preorders, pipelines and multi-year ceilings are not delivered 2026 sales; rows sourced from generic blogs or unattributed summaries are marked low confidence even when commercially interesting.

Four lanes, ranked by evidence

All 47 deduplicated signals

TypeCountryCompany · productDateSignal & termsConfidence · assessmentSources

Date marked "(published)" is the article date where no event date was supplied. Where no contradiction was supplied: no direct contradiction found in the supplied evidence; delivery/adoption remains unverified.

Method: 80 shortlist rows from a broad 2026 web search (research cutoff 13 September 2026; 1,072 sales/price, 1,055 rental/RaaS, 218 financing and 186 insurance candidates extracted before relevance filtering; saturation approximated through diverse query families, not proven). Rows deduplicated to 47 signals by normalized company + product + event; duplicate quantities never summed; up to three corroborating links kept per signal. Confidence reflects supplied source type only: government, insurer, bank or company sources rate high; single secondary reports medium; unattributed blogs low. Currencies and units as supplied. 2026 is incomplete as of 13 September; forward targets (e.g. 2032 fleet ceilings) are flagged and not counted as 2026 deliveries. Full evidence text abbreviated for space.

This report was generated automatically by Keenable SELECT at a user's request, from publicly available web sources linked herein. Keenable does not review, verify, or endorse its contents and makes no representation as to accuracy, completeness, or timeliness; AI-based extraction may contain errors. Nothing in this report is investment, legal, financial, or other professional advice. All trademarks and referenced content remain the property of their respective owners; no affiliation or endorsement is implied. To report an error, rights concern, or request removal: legal@keenable.ai.

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