In an analysis of the global humanoid robotics industry, Morgan Stanley released The Humanoid 100: Mapping the Humanoid Robot Value Chain report in February, highlighting China's impressive progress in this rapidly evolving sector.

　　Morgan Stanley's report reveals that Chinese companies hold a 63 percent share of the global humanoid robot supply chain. Of the companies confirmed to be developing humanoid robots, 73 percent are based in Asia, with Chinese companies accounting for 56 percent of this group.

　　In the past decade, China has seen robust growth in humanoid robots. According to The World Robotics 2024 Report released by the International Federation of Robotics (IFR), China is by far the world's largest market for robotics, with 276,288 industrial robots installed in 2023, making up 51 percent of global installations.

　　As of July 2024, China's official data indicates that the country boasted more than 190,000 effective robot-related patents, accounting for about two-thirds of the global total.

　　Notably, one highlight is 16 humanoid robots performing a Chinese folk dance Yangge at the 2025 Spring Festival Gala. They wowed audiences in China and overseas with their incredible agility and synchronized dance moves, with online users marveling at how advanced they were, the Strait Times said.

　　In the coming April, for the first time, a group of humanoid robots are expected to join a half-marathon to be held in Beijing, marking a significant milestone in China's push for AI and robotics development, Electropages said.

　　"Tien Kung," a humanoid robot developed by China's Embodied Artificial Intelligence Robotics Innovation Center, is one of the most anticipated participants.

　　The human-robot marathon will serve as a public showcase for advancements in AI and machine learning. By enabling robots to navigate dynamic environments alongside human participants, the event showcases notable advancements in real-time decision-making and sensor integration, Electropages said.

　　China has its own strength in humanoid robots, Foreign Policy said. Its big edge is manufacturing at scale. China leads in several major robot markets, including drones, with DJI accounting for 70 percent of the global drone supply in 2023.

　　This view was also echoed by other researchers. "China's dominance of downstream supply chain inputs, such as batteries, cements it as the world's manufacturing hub for humanoids," said Ylli Bajraktari, CEO of the Special Competitive Studies Project.

　　Meanwhile, Arjen Rao, an analyst at China-based LeadLeo Research Institute, told Reuters that "China's humanoid robot industry demonstrates clear advantages in supply-chain integration [and] mass production capabilities."

　　With more favorable policies and technological breakthroughs, China's humanoid robot market is expected to further expand.

　　China previously announced to establish a preliminary innovation system for research and development for humanoid robots by 2025, the Strait Times reported.

　　This year China seeks to establish a world-class innovative ecosystem for humanoid robots, with plans to integrate them into manufacturing supply chains, scale their use, and expand their presence across society by 2027, according to Foreign Policy.

　　IFR's report said in the longer term, there is still a lot of growth potential in Chinese manufacturing, referencing a possible five to 10 percent average annual growth until 2027.

　　Morgan Stanley's research estimates by 2050 China's humanoid robot market could reach a market size of six trillion RMB, with an estimated 59 million robots in operation.