SIASUN(SZ:300024) Xuan Gu Bao·2025-07-29 06:36Event Overview - The 2025 World Humanoid Robot Games will be held from August 15 to 17, marking the first comprehensive competitive event for humanoid robots globally [1] - The main events will focus on humanoid robot skill competitions, including athletics, soccer, dance, and various practical tasks, divided into three categories: competitive events, performance events, and scenario events, with a total of 21 competitions [1] Competition Categories - Competitive Events: Include athletics (100m, 400m, 1500m, 4x100m relay, 100m hurdles, standing long jump, and high jump), gymnastics (free gymnastics), and soccer (2v2, 3v3, and 5v5) [2] - Performance Events: Feature solo and group dance performances [2] - Scenario Events: Cover factory and hospital scenarios with competitions in material handling, sorting, and distribution of pharmaceuticals, as well as hotel scenarios with competitions in welcoming and cleaning services [2] Robot Participation Criteria - Participating robots must be self-developed or procured by the teams, must be a single unit without detachable parts, and must have a torso, upper limbs, and bipedal movement with a maximum stretch distance of 40%-70% of their height [3] - Robots must be self-powered without using hazardous energy sources, can be controlled manually or autonomously, and teams are responsible for providing their own network during the competition [3][4] Market Implications - The focus on soccer as a highlight event, where AI controls the robots autonomously, emphasizes the need for advanced motion control and environmental perception capabilities, which are critical for the performance of humanoid robots [4] - East China Securities notes that the core mechanical components of humanoid robots, such as joint modules, reducers, dexterous hands, and sensors, significantly influence their performance and reliability, indicating a growing market demand for these components as the humanoid robot market expands [4] Historical Performance - The first Embodied Intelligent Robot Games held from April 24 to 26, 2025, in Wuxi, saw a surge in the robotics sector, with stocks like Zhejiang Rongtai, Xiangyang Bearing, and Jingcheng Co. experiencing significant price increases [5][6] Related Companies - Several companies under Shoucheng Holdings, including Yushu Technology, Songyan Power, Accelerated Evolution, Xinghai Map, and Galaxy General, will participate in the upcoming event [7]