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Story

Robots take sorting jobs, none is a full humanoid

AI summary

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.

In-depth insight

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

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

Original · 11 min readRead the original
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