Robots take sorting jobs, none is a full humanoid
TMTPost reports from a China Post logistics center in Shenzhen's Longgang district that the robots deployed to parcel sorting in 2026 are not complete humanoids: some have a fixed lower body at a workstation with an upper body and dexterous hand or gripper, while others are arm-and-gripper rigs fixed at sorting points. The article argues sorting became embodied AI's early deployment site because it combines orders, repeat purchases, real-world data and a recirculation loop that tolerates mistakes. It relays vendor claims: Robot Era delivers a semi-humanoid body with its self-developed XHAND1 five-finger dexterous hand and says mature units run more than 10 effective hours a day; X Square Robot says an August 12 livestream with random parcels and no human backup reached 1,816 parcels per hour at over 98% success, and says its robots are already sorting at SF Express. The article also says Jijia Shijie signed a logistics framework agreement with Wuhan Post in August, Xinghaitu demonstrated a front warehouse with JD and signed a three-year cooperation, Daka Robotics ran a multi-robot picking livestream in a Tianjin warehouse, and AgiBot's G2 Max was deployed in JD's Zhilang warehouse.
The article quotes Huagai Capital's Gao Luning saying valuation logic must shift from demo narratives to orders and mass production; 2027 may be a year for mass-production delivery, and companies without orders could face a survival crisis.

图片来源:网络
凌晨一点,深圳市龙岗区,一个近6000平方米的中国邮政物流中心网点,灯全亮着。
两百多个分拣工守在传送带旁,把堆成小山的快件一件件翻过来、面单朝上、放上交叉带。弯腰、抓起、翻转、放下,四个动作,每小时重复上千次。车间里是风扇和设备运转的声音,夏天四十多度,没有空调。业内戏称,这是一份奥特曼来了都要闪红灯的工作。

#Robot Era#X Square Robot#Galaxea#Daka Robotics#AgiBot#JD Logistics#SF Express#China Post#Figure#Huagai Capital