Morgan Stanley analysts said China is positioned to extend its manufacturing dominance through humanoid robots and automation, drawing parallels with its earlier rise in electric vehicles. The report projected China’s global export share could rise from about 15% to 16.5% by 2030, supported by state-backed investment and rapid industrial scaling. It forecast annual humanoid robot sales could exceed 28,000 units this year, noting China already accounts for roughly 54% of global industrial robot i

Morgan Stanley analysts said China is positioned to extend its manufacturing dominance through humanoid robots and automation, drawing parallels with its earlier rise in electric vehicles. The report projected China’s global export share could rise from about 15% to 16.5% by 2030, supported by state-backed investment and rapid industrial scaling. It forecast annual humanoid robot sales could exceed 28,000 units this year, noting China already accounts for roughly 54% of global industrial robot installations in 2024, while also warning that intense domestic competition could weigh on pricing power.