智通财经网·2026-01-23 03:07Group 1 - Goldman Sachs estimates that global humanoid robot shipments reached approximately 15,000 to 20,000 units last year, with a majority coming from Chinese manufacturers [1] - The target for enterprise shipments could reach thousands to tens of thousands of units by 2026 and 2027, suggesting selective investment opportunities [1] - Goldman Sachs' research team visited eight unlisted AI robotics companies in Hangzhou, Shanghai, and Shenzhen, indicating a clear shift towards commercial deployment for specific purposes in the humanoid robot industry [1] Group 2 - The focus of humanoid robots is on achievable task planning, mobility, and interaction capabilities, with expected reliable and immediate deployment in specific vertical applications such as security patrols, guidance, and logistics tasks [1] - The industry's pragmatic development direction, combined with encouraging advancements in motion control technology and rapid product iteration cycles, is expected to enhance the ability of humanoid robots to perform specialized tasks [1] - This progress is anticipated to drive a potential multiple increase in enterprise shipment targets over the next two years [1]