According to Daiwa's prediction, in the second half of 2025, there is a high possibility that a wave of humanoid robot applications will be promoted in China.

Morgan Stanley's latest report believes that downstream application landing and technological breakthroughs are the two core drivers of the market sentiment in the humanoid robot sector. The agency predicts that in the second half of 2025, there is a high possibility of a wave of application promotion in China, which will significantly boost market sentiment. At the same time, a series of potential technological breakthrough events are also worth paying attention to.