人形机器人 -2025 年下半年将由哪些因素驱动人形机器人行业发展？Humanoids-What Will Drive the Humanoid Sector in 2H25

July 21, 2025 04:44 PM GMT Humanoids | Asia Pacific M Idea What Will Drive the Humanoid Sector in 2H25? We continue to believe downstream adoption and tech breakthroughs are the two key drivers of market sentiment in the humanoid sector. We think an adoption push is very likely in China in 2H25, which would strengthen market sentiment, and there are events to watch for a tech breakthrough. Key Takeaways Shift in market dynamics – from hyped expectations to focus on adoption: A strong stock rally from Jan-25 ...