GO
| HSI1 | 22,671.86 | -405.05 | 342.10B |
| HSCEI1 | 7,460.84 | -147.54 | 100.47B |
| Back Zoom + Zoom - Block Traded | |
|
2026-06-24 13:05:47 China’s humanoid robot industry has entered the "early commercialization" stage, with the industry focus shifting from technology demonstrations to the creation of real commercial value, Morgan Stanley said in a report. The broker estimated China’s humanoid robot market to whop USD2 billion in 2026 and climb to USD15 billion by 2030. Motivated by three core factors - accelerated commercial validation, strengthened policy support and positive supply chain feedback - Morgan Stanley sharply raised its 2026 China humanoid robot shipment forecast from 28,000 units to 50,000 units. It also expected shipments to number 446,000 units by 2030, implying a CAGR of 106% from 2025 to 2030. 3Q26 will be a concentrated catalyst window for the humanoid robot industry, including the World Artificial Intelligence Conference, the World Robot Conference and the World Humanoid Robotics Games. Progress in mass production of Tesla’s humanoid robots, as well as IPO developments of several humanoid robot manufacturers such as Unitree Robotics, will also provide sustained market attention to the sector. ~ AASTOCKS Financial News Website: www.aastocks.com | |