China Robotics Boom: Morgan Stanley’s Top Stock Picks Revealed
China installed record 295,000 industrial robots in 2024 as domestic suppliers outsell foreign competitors. Morgan Stanley highlights Inovance and Geekplus as preferred investments in the expanding Chinese robotics sector with global growth potential.
Chinese robotics companies are experiencing unprecedented growth as China solidifies its position as a global leader in both robot installation and manufacturing. According to a recent Morgan Stanley analysis, the country not only installed a record 295,000 industrial robots in 2024 but saw domestic suppliers outperform foreign competitors for the first time. This robotics revolution is creating significant investment opportunities, with the investment bank specifically highlighting Inovance and Geekplus as their preferred plays in the sector.