Humanoids: The Tide is Rising, Lifting 2026 Forecast
The market treats humanoid robots as a 2030+ theme, but 2026 shipment forecasts have been sharply revised upward and a multi-billion yuan State Grid order…
Topics
Research around robotics, factory automation, humanoids, sensors and AI-driven industrial automation.
The market treats humanoid robots as a 2030+ theme, but 2026 shipment forecasts have been sharply revised upward and a multi-billion yuan State Grid order…
APAC Specialist Sales JPMORGAN KR Auto Parts/Robotics; Initiate Mobis (N)/Mando (UW), Autoever (U/G to N), CH Auto; Policy from EU/CH, China’s HDT…
Jose M Asumendi AC Europe Equity Research (44-20) 7742-5315 21 June 2026 JPMORGAN the company pages of our client website, http://www.jpmorganmarkets.com …
UBS downgrades Hyundai Mobis from Buy to Neutral after a 33% rally since May, arguing that humanoid robot upside is now mostly priced in. The PT is raised 15%…
UBS outlines its semiconductor stock preference framework for China tech in 2026, prioritizing localization beneficiaries (wafer fab equipment, back-end…
Multi-sector briefing covering Asia factory automation cycle recovery, AI data center and energy storage reference architectures, JPM Global Auto Conference…
Multi-theme APAC thematics covering China Internet's structural AI-driven rally, with Tencent surging 10% on AI agent launch and Meituan up 9%. The report…