Goldman analyst Jacqueline Du published her field trip notes after speaking with six C-level management teams at robotics companies across Hangzhou, Shanghai, and Shenzhen in recent days. The companies she met with include Unitree, Mechmind, Fourier, LimX Dynamics, UBTech, EngineAI, Paxini, and Orbbec. “Overall, we see the humanoid robot industry is experiencing a clear pivot towards ‘dedicated-purpose’ commercial deployments,” Du told clients on Thursday morning. Home humanoid robots are getting closer. Shenzhen MindOne Robotics is testing their robot brain on the Unitree G1, and it looks like the G1 has already learned to do human-like household chores.Watering plants, moving packages, cleaning mattresses, tidying up, etc. Honestly,… pic.twitter.com/hPddAaQ0hd — CyberRobo (@CyberRobooo) November 14, 2025 She continued: “This strategic focus leverages current, achievable task planning, mobility and interaction capabilities, leading to more reliable and immediate deployment in specific vertical applications. Examples include security patrolling, guiding/guest services in public venues, and logistics tasks such as pick-and-place and sorting simple items in factories.” Du said humanoid robot shipments are set to accelerate from estimated 2025 global volumes of around …