Beijing, 24 June 2026 – China’s humanoid robot industry is moving faster than previously expected, with Morgan Stanley raising its shipment forecasts as commercial deployment, policy support and supply-chain readiness accelerate across the sector.
The investment bank has reportedly lifted its 2026 shipment forecast for China’s humanoid robots to 50,000 units, up from an earlier estimate of 28,000 units. By 2030, shipments are projected to reach 446,000 units, pointing to a rapid scaling phase as the industry moves from demonstrations and pilot projects towards early commercialisation.
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