The first round of the "elimination match" has begun! Morgan Stanley announces: humanoid robots have entered the mass production phase of "knife fighting," and PPT players are being eliminated
Wallstreetcn·
- Morgan Stanley warns that China's humanoid robotics industry is transitioning from the presentation phase to intense production competition.
- The firm observed that leading manufacturers will gain dominance as growth in production volume is anticipated to increase significantly by 2026, with key suppliers poised to capture substantial market share.
- As companies navigate diverse application scenarios, the commercialization of humanoid robots is progressing, though a breakthrough remains elusive, emphasizing the need for technology and mass production capabilities.