“运”在人机，“动”在产业

Core Insights - The 2025 World Humanoid Robot Games showcased the capabilities of humanoid robots, highlighting their transition from laboratory exhibits to practical applications in production and competition [1] - The event featured 280 teams from 16 countries competing in 26 events, demonstrating the development potential of the robotics industry [1] Technology Capabilities - A notable incident during the 1500m race sparked discussions on robotic technology pathways, with the Yushu robot achieving speed under human control, while the "Tiangong Robot" autonomously recognized track lines, showcasing the importance of full autonomy in robotics [2] - The competition revealed advanced technical capabilities, such as the ability of the Songyan Power robot to perform complex gymnastic maneuvers, indicating its market uniqueness [3] - The football event emphasized the significance of software algorithms, as teams used identical robots, which tested their motion control, visual perception, and multi-robot collaboration [3] Industry Dynamics - The humanoid robot games serve as an industry accelerator, pushing companies to enhance core technologies and expand into consumer markets [4] - The winning robots in the hotel cleaning service category are already available for sale, indicating a shift from experimental to commercial applications, with potential market sizes reaching billions [4] - The Tianyi 2.0 robot's success in the material sorting project demonstrated the application potential of embodied intelligence technology in industrial settings, marking a milestone in the humanoid robotics industry [5]