Morgan Stanley has significantly increased its forecast for humanoid robot shipments in China, now estimating 50,000 units for this year, up from a previous projection of 28,000. This adjustment, announced in a report on Tuesday, is attributed to factors such as commercial validation, supportive government policies, and positive supply-chain developments that are driving the adoption of humanoid robots. The investment bank had initially raised its estimate to 28,000 units in January, reflecting a growing interest among Chinese companies, including electric-vehicle manufacturer Xpeng, which have unveiled plans for mass production of these robots.
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