A recent Goldman Sachs report highlights that labor shortages and the demand for automation provide structural support for the long-term development of the humanoid robot industry. Research by the bank's Asia trading team found that the Asian robotics industry is in an early stage of development, with valuations at a discount compared to similar assets in the US, but with higher expected earnings growth. Capital has already begun to rotate into the robotics supply chain. The report also notes that the industry is currently in a transitional phase from technological validation to commercialization, and widespread adoption will take time. It is anticipated that humanoid robots are expected to gradually enter the large-scale commercial stage between 2027 and 2029, with global shipments reaching 76,000 units in 2027.