On May 7th, internationally renowned investment bank Morgan Stanley released "Humanoid Horizons: Money Meets Machines"
robotFrontier Report: The Intersection of Capital and Machinery "(hereinafter referred to as the" Report "). RoboSense, with its leading full stack AI technology capabilities and digital product performance, as well as its core customer ecosystem advantage in the humanoid robot industry, has once again been selected as one of the "Top 100 Global Humanoid Robot Industry Chains" and included in the "China Humanoid Robot Value Chain" map. It is the only Chinese technology enterprise in the global LiDAR field that has entered both the global and local humanoid robot industry maps in China.
In the "Global Humanoid Robot Industry Chain Top 100" list of the report, Morgan Stanley divides the humanoid robot industry into three major modules: "brain", "body", and "integrator". RoboSense ranks in the "body" sensor track and appears simultaneously“Radar/LiDAR”And the two key categories of "visual/camera sensors"middle，Ranked alongside international giants such as Intel, Anbofu, and Sony. In Morgan Stanley's "Chinese Humanoid Robot Value Chain" map specifically designed for the Chinese market, RoboSense is also included in the core component layerVisual/LiDARCategory.
In February 2025, Morgan Stanley released "The Humanoid 100: Mapping the Humanoid Robot Value Chain", which for the first time systematically sorted out 100 core companies in the global humanoid robot industry chain, covering key links such as software, hardware, and integration, providing investors with investment references in the field of humanoid robots. RoboSense, as an important representative in the field of humanoid robots, is included in this chart and, together with companies such as NVIDIA, Microsoft, Google, Tesla, etc., forms the list of the top 100 listed companies in the global humanoid robot industry chain.
In the capital market, the Morgan Stanley Humanoid 100 index has become not only an investment tool, but also an important window for observing the development of the global humanoid robot industry. The report shows that the Humanoid 100 index, where RoboSense is located, has risen 45% since its establishment, outperforming the S&P 500, MSCI Europe, and MSCI China indices.
Morgan Stanley also analyzed that it is expected that by 2050, the global population of humanoid robots will reach1 billion unitsThe annual revenue scale of the market has reached7.5 trillion US dollarsIt also emphasized that the Chinese market will perfectly replicate its successful script in the field of new energy vehicles. Driven by both policies and capital, the supply chain of China's humanoid robot industry is accelerating its maturity, and it is expected that China's share in the global manufacturing industry will increase from the current 15% to 16.5% by 2030. It is expected that by 2050, the cumulative adoption of humanoid robots in the Chinese market will reach approximately302.3 million units, accounting for about 30% of the global total, with a market size exceeding1.15 trillion US dollars.
Since the implementation of the "AI+Robot" strategy, RoboSense has successfully built a full stack AI technology loop from core hardware to algorithms, achieving a dual wheel drive business model of "in car+robot". In 2025, the annual sales volume of laser radar products in the RoboSense robot fieldBreaking through 300000 units, a year-on-year increase of 1458.8%, ranking first in the world.
In the fiercely competitive humanoid robot niche market, RoboSense has established a leading advantage and topped the "2025 China Humanoid Robot Lidar Sales Ranking" and "2026 China Embodied Intelligent Lidar Brand Ranking". At present, RoboSense has partnered with Zhiyuan, Yushu, Zhongqing, Galaxy Universal, and Yuejiang NEURA、 Purdue, China Mobile, etcNearly 50 humanoid and quadruped robot head customersCollaborate to jointly promote the large-scale implementation and deep application of robots in diverse scenarios.
In addition to its core components, RoboSense continues to focus on algorithms and self-developed large models, building full stack AI technology capabilities and launching its first embodied intelligent solution by the end of 2025. Based on this solution, RoboSense supports the world's first robot "Delivery Brother" to achieve ultra long range, high agility, and high flexibility humanoid operation. It not only helped Gesong Technology win the dexterous hand competition, but also amazed overseas with its fully autonomous operation of complex tasks such as packaging, unpacking, and transportation for four consecutive days and a total of 20 hours during the CES exhibition.
Being once again selected for the Morgan Stanley Humanoid Industry Chain Map not only highly recognizes RoboSense's technological leadership, industrial layout, and core ecological advantages, but also further expands the value imagination space of the capital market for RoboSense in the critical stage of rapid explosion in the embodied intelligence and humanoid robot market. With the acceleration of the commercialization process of the global humanoid robot industry, RoboSense will continue to strengthen its full stack AI technology capabilities from hardware to algorithms to embodied intelligent solutions, promoting embodied intelligent robots into various industries and bringing long-term convenience to human daily life.
Original title: Only double list selected! RoboSense continues to be listed in Morgan Stanley's Global Top 100 Humanoid Robots
