Changying Precision: Humanoid robot parts deliveries hit 860k in H1, surpassing 2025 total

The delivery acceleration signals that humanoid robot supply chains are scaling faster than annual totals suggested, with H1 volumes already eclipsing the prior full year. This points to demand inflection rather than incremental growth, affecting component suppliers and downstream assemblers who depend on tier-1 capacity. The stated expectation of further acceleration into H2 and early next year is the key metric to watch—whether order momentum sustains will determine if this is a cyclical peak or structural ramp.