Morgan Stanley: Significant increase in this year's shipments forecast for China's Siasun Robot & Automation, expecting the market size to reach $15 billion by 2030.

Morgan Stanley released a research report stating that the humanoid Siasun Robot & Automation industry in China has entered the "early commercialization" stage, with the focus of the industry shifting from technology demonstration to the creation of real commercial value. The industry expects that the market size of humanoid Siasun Robot & Automation in China will reach $2 billion this year and will climb to $15 billion by 2030. At the same time, based on the core DRIVE of accelerating commercial validation, strengthening policy support, and active feedback from the supply chain, Morgan Stanley has significantly raised its forecast for the shipment volume of humanoid Siasun Robot & Automation in China from 28,000 units in 2026 to 50,000 units. It is expected that the shipment volume will reach 446,000 units by 2030, with a compound annual growth rate of 106% from 2025 to 2030. The report points out that the third quarter of this year will be a period of intense catalysts for the humanoid Siasun Robot & Automation industry, including the World Artificial Intelligence Conference, the World Siasun Robot & Automation Conference, the World Humanoid Siasun Robot & Automation Games, and the production progress of humanoid Siasun Robot & Automation in Tesla. The IPO process of many humanoid Siasun Robot & Automation OEMs such as Ubtech Technology will also provide sustained attention to the sector.