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Morgan Stanley raises China humanoid robot shipment forecast to 50,000 units

Morgan Stanley raises China humanoid robot shipment forecast to 50,000 units
South China Morning Post Wednesday 24 June 2026, 10:30 UTC By Richard Chen 1 min read
Key Points

Morgan Stanley has again raised its forecast for China’s humanoid robot shipments this year, lifting its estimate to 50,000 units from 28,000 as commercial validation, policy support and supply-chain momentum accelerate adoption. The investment bank had already doubled its projection to 28,000 units in January. In a report published on Tuesday, it said the latest upgrade reflected a growing number of Chinese companies, including electric-vehicle maker Xpeng, announcing plans for mass...

Morgan Stanley has again raised its forecast for China’s humanoid robot shipments this year, lifting its estimate to 50,000 units from 28,000 as commercial validation, policy support and supply-chain momentum accelerate adoption. The investment bank had already doubled its projection to 28,000 units in January. In a report published on Tuesday, it said the latest upgrade reflected a growing number of Chinese companies, including electric-vehicle maker Xpeng, announcing plans for mass production...
Morgan Stanley (ORG) China (LOCATION) Chinese (ORG) Xpeng (ORG)
Originally published by South China Morning Post Read original →

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