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中国工业:人形机器人浪潮正在兴起,上调 2026 年预测-China Industrials -Humanoids The Tide is Rising, Lifting 2026 Forecast
2026-06-24 10:31
China Industrials | Asia Pacific June 23, 2026 08:30 AM GMT We add Kedali and Lens to our China Humanoid Value Chain List, while removing Guomao, Xusheng, and Zhongjian. Among our coverage, our preferred names are: | M June 23, 2026 08:30 AM GMT | | Idea | | --- | --- | --- | | China Industrials Asia Pacific | Morgan Stanley Asia Limited+ Sheng Zhong | | | | Equity Analyst | | | Humanoids: The Tide is Rising, | Sheng.Zhong@morganstanley.com Carlos Chai | +852 2239-7821 | | Lifting 2026 Forecast | Research A ...