Goldman Sachs: The global humanoid robot market will grow from approximately 20,000 units in 2025 to 1.4 million units in 2035.
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IDC released a global commercial service robot report, showing that Chinese manufacturers accounted for over 90% of shipments.
According to a report by China News Service, citing a data release from International Data Corporation (IDC) on July 7th, the global commercial service robot market reached $1.37 billion in 2025, a year-on-year increase of 35.7%, with approximately 155,000 units shipped, representing a year-on-year increase of 44.1%. Chinese manufacturers, leveraging their supply chain and AI technology innovation advantages, continued to lead the global market, accounting for over 90% of the market share among the top ten global manufacturers. In terms of sub-categories, commercial cleaning robots saw the fastest growth, with approximately 58,000 units shipped in 2025 (+83.8%), reaching a market size of over $760 million. Delivery robots remained the largest segment in terms of shipment volume, with approximately 84,000 units shipped (+30.2%). Regarding regional distribution, China maintained its position as the world's largest market with a share of approximately 38%, while Latin America saw the fastest growth with a year-on-year shipment growth rate of 84.4%. IDC predicts that global shipments of commercial service robots will reach 454,000 units by 2030, with the market size expected to grow to $3.17 billion.
The positive earnings forecast in the interim report signals a profit inflection point, and the humanoid robot sector is ushering in a new era of industry synergy.
On July 7th, the A-share humanoid robot sector experienced a correction after a rapid rise, with the Wind Humanoid Robot Concept Index falling 2.93% that day. Currently, the industry fundamentals are undergoing profound changes: multiple companies in the industrial chain have released preliminary earnings announcements for the first half of the year, showing improved profitability trends from core components to complete machine integration; simultaneously, leading global companies are accelerating mass production, with capacity construction and order verification entering a critical window period. Analysts believe that the humanoid robot industry is gradually shifting from the initial concept-driven phase to a new stage of capacity implementation and performance realization. Coupled with multiple factors such as the IPOs of leading companies and the accelerated commercialization of leading domestic and international manufacturers, the medium- to long-term investment logic of the sector is receiving strong support from fundamentals. The short-term correction may be a normal digestion of the previous gains by the market. With the profit inflection point approaching in each link of the industrial chain, the humanoid robot sector is expected to usher in a new development stage of resonance both domestically and internationally. (China Securities Journal)
US pre-market news at a glance: Samsung's earnings report triggered a collective weakness in semiconductor stocks in pre-market trading; SpaceX officially debuts on the Nasdaq 100 today.
According to BlockBeats, the following are key market news items before the US stock market opened on July 7th: 1. Samsung released its Q2 earnings forecast, showing an operating profit increase of over 1800% year-on-year, with single-quarter profits exceeding the total of the previous three years. Simultaneously, the company's revenue also increased by 129% year-on-year, reaching 171 trillion won. Affected by the semiconductor sell-off triggered by the "sell-off" of Samsung's earnings, chip-related technology stocks generally weakened in pre-market trading. The three major US stock futures indices showed mixed results in pre-market trading: Dow Jones futures rose 0.41%, Nasdaq 100 futures fell 0.9%, and S&P 500 futures fell 0.09%. 2. SpaceX officially debuted on the Nasdaq 100 before the US stock market opened today, with Wall Street institutions collectively bullish. Most institutions believe that SpaceX is no longer just a traditional aerospace company, but a platform company with the potential for rocket launches, Starlink satellite internet, AI infrastructure, and future space computing. 3. DeepSeek is secretly developing its own inference chip. If successful, this would reduce reliance on external suppliers and give it more cost-effective hardware control. However, the project is still in its early stages and faces manufacturing and memory acquisition restrictions due to US export controls. 4. UBS recommends investors buy SK Hynix's upcoming American Depositary Receipts (ADRs) and sell its South Korean shares, as these new shares are expected to trade at higher prices. 5. JPMorgan strategists say the recent weakness in semiconductor stocks should be seen as a buying opportunity, as the chip upcycle is not yet over, and truly meaningful new supply may not appear until 2028. 6. US ADP employment change for the week ending June 20 was 21,000, compared to 30,750 in the previous week. 7. BlackRock will launch an ETF tracking the tech-heavy Nasdaq 100 index, aiming to meet investors' growing demand for participation in the AI-driven stock market rally and challenge Invesco's dominant position. 8. Amazon is returning to the US bond market to raise funds for its artificial intelligence infrastructure. The company will issue eight benchmark bonds with maturities ranging from 3 to 40 years, raising at least $25 billion in the dollar bond offering. 9. Global brokerages have begun coverage research on Elon Musk's SpaceX (SPCX.O), and a preliminary consensus has formed on Wall Street: buy the stock. At least six brokerages, including Morgan Stanley, Goldman Sachs, and UBS, have given it a buy rating, optimistic about its long-term growth prospects, although doubts remain about profitability and valuation.
World Liberty Financial launches USD1-denominated RWA perpetual markets for gold, oil, and global equities, backed by 250 million $WLFI and $12.5 million USD1 to drive liquidity |source: Twitter
BWENEWS AI: World Liberty Financial launches USD1-denominated RWA perpetual markets for gold, oil, and global equities, backed by 250 million $WLFI and $12.5 million USD1 to drive liquidity |source: T...
Analysis: The market lacks new liquidity, and approximately 40% of Altcoin are trading near historical lows.
ChainCatcher reports that CryptoQuant analyst Darkfost stated that approximately 40% of Altcoin are currently near their all-time lows. Indicators show that these tokens have fallen to within 25% of their all-time lows, reflecting the extreme weakness of the Altcoin market. Darkfost noted that this percentage rose to 45% when Bitcoin fell below $60,000 in late June. Latest data shows this percentage is approximately 39.9%. He also pointed out that the current market environment has changed significantly. CMC statistics show that there are approximately 53.5 million existing cryptocurrencies, with about 60,000 new tokens appearing daily. Without strong incremental liquidity, most cryptocurrencies face the risk of failure.
Despite the chip stock crash, global institutions are snapping up SK Hynix as Nasdaq welcomes a mega-IPO.
According to BlockBeats, on July 8th, SK Hynix's approximately $28 billion American Depositary Receipt (ADR) offering was oversubscribed several times before pricing, with about 1,000 institutional investors participating in the roadshow, attracting active subscriptions from global long-term funds and technology investors. If successfully completed, this offering will be one of the largest IPOs by a foreign company in the US, and the company is expected to list on the Nasdaq Global Select Market this Friday. Despite recent volatility in the global semiconductor sector, with SK Hynix's share price falling by about 17% this month, institutional enthusiasm has not been significantly affected. Market analysts believe that US investors have relatively scarce investment channels for the South Korean memory chip leader, and the scarcity premium and long-term growth expectations related to AI continue to support this offering. Jung In-yoon, Global CEO of Fibonacci Asset Management, stated that market volatility "may affect short-term investor sentiment or execution timing, but I would be surprised if it substantially interferes with the trade itself. Unless market conditions deteriorate significantly from here on out, the pricing impact should be manageable."