News
China Poised for Humanoid Robot Boom: Morgan Stanley Predicts Widespread Adoption in H2 2025
Policy Support and Technological Maturity Drive Industrial Flywheel
Morgan Stanley, a top Wall Street investment bank, predicts in its latest report that China's humanoid robotics sector will accelerate in the second half of 2025. Government incentives and capital investment are expected to create a positive feedback loop, propelling the large-scale adoption of practical applications.
The report highlights that humanoid robot models require vast amounts of training data, and real-world deployments enhance model optimization. A closed-loop ecosystem of development, deployment, and data collection is beginning to take shape.
Landmark Orders Signal Strong Market Confidence
According to public tender records, UBTECH Robotics secured a ¥90.51 million robot procurement contract from MiYi (Shanghai) AutoTech. Meanwhile, Zhiyuan Robotics and Unitree Robotics jointly won a ¥124 million humanoid robot manufacturing order from China Mobile—marking the largest deal in the industry to date.
Morgan Stanley sees these contracts as strong validation of industrial and commercial demand for humanoid robots, potentially triggering a new wave of real-world deployments.
Transitioning from Tech Hype to Commercial Rationality
The humanoid robotics value chain in China surged 37% in Q1 2025. However, a 6% market correction from March to July reflects growing investor emphasis on players with real delivery capabilities.
"Morgan Stanley notes: 'Investors now care most about who can deliver on orders first and prove commercial value.'"
Expanding Use Cases Pave the Way for Scalable Deployment
The report outlines repetitive tasks in hospitality, reception, and commercial services as entry points for humanoid robots. As data accumulates and models improve, deployment efficiency will soar, pushing the industry into a “data-for-efficiency” growth cycle.
For robots performing standardized tasks, economies of scale will reduce training and deployment costs, accelerating industry momentum.
Progress of humanoid robots | Robot market analysis | Latest trends of Chinese AI robots