摩根士丹利再次上调2026年中国仿人机器人出货量预测

Morgan Stanley just doubled its 2026 China humanoid robot shipment forecast again, from 28,000 to 50,000 units.

In January, the bank expected 14,000 units. A few months later, that forecast has more than tripled.

China now shifts from demos to deployment. CNBC says Chinese manufacturers are moving humanoids into factories, logistics, convenience stores and restaurants, backed by policy support and a deep industrial supply chain.