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Serenity pointed out that the overall production capacity of Chinese robot manufacturers is expected to reach 100000 units by the end of 2026, which may prompt institutions to reprice their humanoid robot business. IBK Research expects Boston Dynamics to have a production capacity of 30000 units by 2028, and Atlas shipments from 2028 to 2032 to be 11290 units, 20000 units, 30000 units, 40000 units, and 50000 units, respectively. Serenity questions this linear growth model and believes that the actual shipment volume may reach 15000 to 20000 units in 2028, increase to 40000 to 70000 units in 2029, and rise to 90000 to 140000 units in 2030.