

Core Viewpoint - The current humanoid robots in the hardware sector have reached the commercialization threshold in logistics scenarios, but domestic embodied models still have room for improvement before full deployment [1] Summary by Categories Efficiency in Sorting - Overseas, the Figure 02 robot, based on Helix neural network, processes a package in an average time of 4.05 seconds, which is comparable to the sorting efficiency of skilled workers who take 3-5 seconds per standard small package [1] - Domestically, the Zhiyuan Spirit G1 robot's sorting speed still lags behind that of skilled workers [1] - There are notable gaps in sorting quality and handling exceptions between humanoid robots and skilled workers [1] Economic Viability - Currently, humanoid robots are at a critical point in replacing workers in sorting scenarios [1] - It is anticipated that in the second half of this year, humanoid robots will gradually transition from demo scenarios to customer trials, with a potential explosive growth expected next year after customer validation [1] - Due to higher labor costs, overseas markets are expected to be the first choice for the deployment of humanoid robots in logistics scenarios [1]