人形机器人比赛蔚然成风 规模上量和摆脱“大玩具”属性是关键

Group 1 - The core viewpoint of the articles highlights the increasing role of competitions in promoting humanoid robots, with events like the CMG World Robot Competition and the 2025 International Humanoid Robot Skills Competition serving as platforms for showcasing advancements and securing orders [1][2][4] - The participation in competitions allows humanoid robot companies to quickly acquire B-end clients and significant orders, as evidenced by the immediate post-competition orders received by companies like "Tiangong Ultra" and Songyan Power [2][4] - The 2025 World Humanoid Robot Sports Games aims to demonstrate various skills and advancements in humanoid robotics, with a focus on both competitive and interactive events, thereby driving technological progress across multiple disciplines [3][4] Group 2 - The industry is witnessing a shift towards large-scale production, with several companies, including Yushutech and Songyan Power, planning to achieve commercial or large-scale shipments of humanoid robots this year [4][6] - The competitions serve as extreme testing environments for humanoid robots, assessing their capabilities in areas such as leg strength, battery efficiency, and stability under load, which are crucial for future applications [6][7] - There is a notable division in the strategic direction of humanoid robot companies, with some focusing on public performance for consumer markets and others targeting industrial applications, indicating a broadening of the market landscape [7][8]