China’s humanoid robot industry is scaling faster than expected, with Xpeng, Unitree and others accelerating mass production.

Morgan Stanley has sharply raised its outlook for China's humanoid robotics market, as early commercial deployment in real-world scenarios accelerated.

Morgan Stanley doubled its 2026 China humanoid robot shipment forecast to 50,000 units, projecting 446,000 annual shipments and a $15 billion market by