---
title: "Goldman Sachs expects the shipment target of humanoid robot companies to grow several times, urging a buy on Sanhua"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/273340227.md"
description: "Goldman Sachs research report points out that the AI robotics industry is developing towards commercial deployment for specific purposes, with expected shipment targets to grow several times in the next two years. Last year, global humanoid robot shipments were about 15,000 to 20,000 units, mainly from Chinese manufacturers. It is expected that by 2026 and 2027, shipment targets will reach several thousand to tens of thousands of units. Goldman Sachs has given Sanhua a \"Buy\" rating, with a target price of 43.1 yuan"
datetime: "2026-01-22T07:18:59.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/273340227.md)
  - [en](https://longbridge.com/en/news/273340227.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/273340227.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/273340227.md) | [繁體中文](https://longbridge.com/zh-HK/news/273340227.md)


# Goldman Sachs expects the shipment target of humanoid robot companies to grow several times, urging a buy on Sanhua

Goldman Sachs published a research report indicating that its research team recently visited eight unlisted AI robotics-related companies located in Hangzhou, Shanghai, and Shenzhen, and communicated with corporate executives. It is currently observed that the humanoid robot industry is clearly moving towards the commercial deployment of "special purposes," with products focusing on achievable task planning, mobility, and interaction capabilities. It is expected to form more reliable and immediate deployments in specific vertical application areas, such as security patrols, guidance, reception services, and logistics tasks like picking and simple item classification within factories.

The bank stated that the pragmatic development direction of the industry, combined with encouraging progress in motion control technology and rapidly iterating product cycles, is enhancing the ability of humanoid robots to perform specialized tasks, driving the target shipment volume of enterprises to potentially achieve several times growth in the next two years. Goldman Sachs estimates that the global shipment volume of humanoid robots may have reached approximately 15,000 to 20,000 units last year, with products from Chinese manufacturers accounting for the majority. By 2026 and 2027, the target shipment volume for enterprises may reach several thousand to tens of thousands of units. It recommends investors to make selective allocations and gives Sanhua (02050.HK) a "Buy" rating, with a target price of 43.1 yuan

### 相关股票

- [Sanhua (002050.CN)](https://longbridge.com/zh-CN/quote/002050.CN.md)
- [SANHUA (02050.HK)](https://longbridge.com/zh-CN/quote/02050.HK.md)

## 相关资讯与研究

- [Sanhua Clarifies Market Rumors on Robotics Orders](https://longbridge.com/zh-CN/news/261290569.md)
- [Zhejiang Sanhua Intelligent Controls Q3 net profit up 43.8% Y/Y](https://longbridge.com/zh-CN/news/263516617.md)
- [Agentic AI shopping bots are coming. Banks need to be ready.](https://longbridge.com/zh-CN/news/279663722.md)
- [ASE's unit acquires machinery, equipment for an aggregate T$8.66 bln](https://longbridge.com/zh-CN/news/279567667.md)
- [JAPAN JAN CORE MACHINE ORDERS -5.5% M/M (DEC REVISED +16.1 %), 1ST FALL IN 2 MONTHS; MEDIAN FORECAST -11.0% (RANGE -13.9% TO -5.5%)](https://longbridge.com/zh-CN/news/279689367.md)