Morgan Stanley Highlights Top Picks in China's Booming Robotics Sector
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 12 2025
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Source: CNBC
China's Robotics Growth: China is emerging as a global leader in robotics, with a record installation of 295,000 industrial robots in 2024 and domestic suppliers outselling foreign ones for the first time, indicating strong demand and growth potential in the sector.
Investment Insights: Morgan Stanley analysts favor Chinese companies Inovance and Geekplus for their market positions, with expectations of significant growth in automation products and profitability, particularly for Geekplus, which has a strong international client base and competitive pricing strategy.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
