中国人形机器人_春晚曝光有望推动应用热潮-China Humanoid Robot_ Gala visibility likely to fuel adoption surge

We maintain our global humanoid robot shipment forecasts of 51,000 units in 2026E and 76,000 units in 2027E. This represents a multi-fold increase from the estimated 15,000-20,000 units in 2025, primarily driven by dedicated-purpose commercial deployments ahead in addition to entertaining stage performances, scientific study, education and data factory demand. The market is likely to react positively to key humanoid robot supply chain stocks for a few trading days, anticipating an adoption surge in the comi ...