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

- Source: 未来机器人网 · 微信公众号
- Published: 2026-10-30T02:32:04.000Z
- RoboHot: https://robohot.news/en/items/z7wr7r4y57xmfsfldgwkucp8i
- Original: https://mp.weixin.qq.com/s?__biz=MzA3NDA4NzIwNA==&mid=2247490919&idx=1&sn=b5756f78d24983240f76f6a35458c627&chksm=9ec71afb38c899b0e4c4e8e5e5dae40b31acd1868cd3e96922801f03bb3b2d5a4c1a562533e3&scene=126&sessionid=1793374533#rd

## Summary

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.