Ge Long Hui A P P·2026-01-23 08:03Core Insights - Goldman Sachs reports that the humanoid robot industry is moving towards commercial deployment for specific purposes, focusing on achievable task planning, mobility, and interaction capabilities [1] - The industry is expected to see significant growth in shipment volumes over the next two years, driven by advancements in motion control technology and rapid product iteration [1] Industry Overview - Recent visits to eight unlisted AI robotics companies in Hangzhou, Shanghai, and Shenzhen revealed a shift towards specialized applications such as security patrols, guidance, reception services, and logistics tasks like sorting and picking in factories [1] - The global shipment volume of humanoid robots is estimated to have reached approximately 15,000 to 20,000 units last year, with a majority coming from Chinese manufacturers [1] Future Projections - Shipment targets for companies are projected to reach thousands to tens of thousands of units by 2026 and 2027 [1] - Goldman Sachs recommends selective investment in the sector, specifically giving a "buy" rating to Sanhua Intelligent Control with a target price of HKD 43.1 [1]