Morgan Stanley Raises China Humanoid Robot Shipment Forecast Amid Accelerated Adoption

Morgan Stanley has revised its forecast for China’s humanoid robotics market, anticipating a significant increase in shipments due to the industry’s rapid shift towards commercial deployment. The Wall Street bank now projects 50,000 units to be shipped this year, nearly double its previous estimate of 28,000, marking the second upgrade in 2026. By 2030, the market is expected to grow to $15 billion, with annual shipments forecasted to reach 446,000 units. The accelerated adoption of humanoid robots in China is attributed to factors such as commercial verification, policy support, and supply-chain feedback, according to Sheng Zhong, an equity analyst at…