Morgan Stanley Doubles 2026 Humanoid Robot Sales Forecast for China

Deep News10:44

Morgan Stanley analysts have doubled their forecast for humanoid robot sales in China for the year 2026. The analysts now expect sales of 28,000 units, a significant increase from their previous projection of 14,000 units, as they anticipate that enterprises will replace government, R&D, and the entertainment industry as the key demand drivers.

Morgan Stanley analysts indicated that current production volumes may substantially exceed sales, as major players are manufacturing robots in-house for training and validation purposes. This situation suggests that the component market could achieve scaled production earlier than previously anticipated.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment