中国工业 - 2026 年展望：人形机器人商业化-China Industrials -2026 Outlook – Humanoids Commercialization

January 21, 2026 09:04 PM GMT China Industrials | Asia Pacific 2026 Outlook – Humanoids: Commercialization 2026 will be a critical year as humanoid integrators strive to reach commercialization and build up their ecosystems. Component suppliers will be first to profit from the industry's nascent growth. Capital markets will be very active, we believe, given the industry's rapid evolution and catalysts. Raising 2026 sales forecast: We are doubling our 2026 China humanoid robot sales volume forecast from 14k ...