On August 20, Counterpoint Research unveiled its study on humanoid robots, indicating that global shipments are projected to surpass 22,000 units in the first half of 2026. This represents an impressive nearly 300% year-on-year surge compared to the same period in 2025, showcasing a remarkable growth trajectory. The firm further predicts that shipments for the entire year of 2026 will exceed 50,000 units, marking a substantial 210% year-on-year increase. Over the next five years, the service and industrial sectors are poised to become the main forces driving the demand for humanoid robots, taking over from the previous applications in entertainment, commercial performances, scientific research, and data collection. Concurrently, the core competitiveness of humanoid robot manufacturers will undergo a transformation. Instead of solely vying based on model capabilities and production capacity expansion, they will focus on constructing closed-loop capabilities. These capabilities will encompass advanced models, tailored vertical scenario applications, robust data system construction, and swift model iteration.