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Morgan Stanley Survey: Chinese Humanoid Robot Deployment Expectations Delayed by About One Year

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Morgan Stanley released its 2026 China Humanoid Robot Survey Report, surveying 94 domestic manufacturing, industrial, and service-sector enterprises. 64% of surveyed enterprises plan to launch pilots or formal projects within the next three years, slightly higher than 62% in 2025; however, deployment expectations with an end-2027 target were broadly lowered: compound robots 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. Among enterprises that have already launched pilots or large-scale projects, compound robots account for 19%, wheeled humanoids 10%, and bipedal humanoids only 6%. On price and returns, 72% of surveyed enterprises believe the unit price of humanoid robots suitable for large-scale promotion should be kept within 100,000 yuan, and 82% of potential customers require investment to be recouped within 3 years.