LiveWednesday · 28 October 2026Vol. VIII · No. 301
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The Chinese robot army transforming the UK's retail industry

Britain's weak productivity growth and labour shortages are creating an opportunity for China's robotics firms.

Every time you click "buy" on an online order, the chances are that your purchase starts getting processed within minutes.

Increasingly, the journey starts with a squat silver floor robot gliding beneath a storage rack, lifting a shelf and carrying it across a warehouse to a waiting worker.

At Geek+'s factory in the eastern Chinese city of Hefei, which the BBC visited, fleets of the robots are built and tested before being shipped to warehouses around the world.

Some of Britain's biggest retailers - including Tesco, Asda and Next - now use the company's technology.

By automating these repetitive journeys, Geek+ says retailers can increase picking speeds, store more goods in spaces that are hard to reach for humans, and reduce errors.

Unlike traditional warehouse automation, which relies on fixed conveyor systems and permanent infrastructure, autonomous mobile robots can be deployed simply using QR code floor markers and safety fencing.

Geek+, which listed in Hong Kong last year in one of the biggest robotics share sales of 2025, has become the world's largest supplier of autonomous mobile robots.

The UK has struggled with weak productivity growth for more than a decade, and economists say wider adoption of robotics will be essential if businesses are to become more efficient.

In its 2026 report SME Technology Adoption in the United Kingdom, the Organisation for Economic Co-operation and Development (OECD) said technologies like robotics would be key to improving productivity.

According to the OECD, Britain's low adoption of robotics is "surprising" given its manufacturing heritage, noting that while UK firms have embraced mature digital technologies, they lag behind in robotics and automation.

That presents an opportunity for companies such as Geek+. The UK has one of Europe's largest e-commerce and logistics sectors, but many warehouses are still in the early stages of automation.

Britain has already become Geek+'s biggest European market, with UK partner MotionTech deploying more than 2,000 robots across 10 warehouse sites.

"Customers want fast deployable solutions," says Barry Pemberton, Account Director at MotionTech. "They want high volume, high storage, fast picking... ultimately on a smaller footprint with a reduced headcount."

The Chinese robot army transforming the UK's retail industry

"We seem to have a very big shortage of labour in the UK at the moment. These technologies are really important to keep businesses thriving and meet demand."

The Trades Union Congress (TUC), which represents almost 6 million UK workers, says robotics should be used to raise productivity and improve jobs, rather than simply cut labour costs.

In its response to the government's consultation on a new AI and innovation strategy, it urged ministers to ensure workers are involved in decisions about automation and that employers invest in retraining.

"Working with technologists, workers and unions can help steer the UK's research and innovation towards workers' priorities for automation... avoiding job-cutting, low-productivity automation," the TUC said in its report.

How China became a robotics leader

Robotics has become a strategic priority for Beijing under President Xi Jinping's drive to develop what he calls "new quality productive forces".

With China's working-age population shrinking, policymakers increasingly see automation as essential to boosting productivity and maintaining the country's manufacturing advantage.

"The robotics story builds directly on China's electric vehicle ecosystem," says Kyle Chan, a researcher at the Brookings Institution.

Batteries, electric motors, cameras, sensors and semiconductors developed for electric vehicles (EVs) are increasingly being used across China's robotics sector, creating what he describes as "overlapping industrial ecosystems".

One company leading that crossover is Chinese EV maker XPeng, which unveiled its humanoid robot, Iron, last year.

Founder He Xiaopeng says he no longer sees XPeng simply as a carmaker.

"We want XPeng to be a high-tech company," he told the BBC. "In the future, any car company will transform into a car and robotics company."

Analysts say China's robotics push could follow a similar path as its global EV success, with local players using manufacturing prowess, dense supplier networks and rapid product development to establish an early lead.

"China is deliberately trying to build on some of those strengths," says Chan. "As it reaches into new areas, from humanoid robots to industrial robots to delivery robots."

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