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Morgan Stanley surveys 94 companies: humanoid robot deployment expectations generally delayed by about one year

Morgan Stanley released its 2026 China Humanoid Robot Survey Report, surveying 94 domestic manufacturing, industrial, and service-sector companies. 64% plan to launch pilots or formal projects within the next three years, slightly above 62% in 2025. However, deployment expectations with an end-2027 target were broadly lowered: compound robots fell from 64% to 50%, wheeled humanoids from 58% to 36%, and bipedal humanoids from 41% to 22%, with overall deployment plans delayed by about one year compared with a year earlier. 72% of surveyed companies believe the unit price for large-scale rollout should be kept under 100,000 yuan, and 82% require investment payback within 3 years.

Part of the event: Morgan Stanley Survey: Chinese Humanoid Robot Deployment Expectations Delayed by About One Year

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