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Story summary
- China shipped 13,000 humanoid robots in 2025, including over 5,000 units each from AGIBOT and Unitree, while U.S. firms shipped only a few hundred.
- Morgan Stanley expects Chinese humanoid robot sales to double to about 28,000 units in 2026.
- Omdia projects annual shipments of advanced robots could exceed 1 million units by the early 2030s.
- Unitree reported 1.7 billion yuan revenue and a profit of over 278 million yuan for 2025.
