JINGCHENG MAC(SH:600860) 新浪财经·2025-04-20 00:29Core Viewpoint - The first humanoid robot half marathon was successfully held in Beijing, showcasing advancements in robotics and attracting attention from various sectors, including technology and investment [1][2][13]. Group 1: Competition Results - The champion of the event was the Tiangong Robot team, completing the race in 2 hours, 40 minutes, and 42 seconds without changing robots [15]. - The runner-up was the Little Rascal Robot team, which changed robots once, finishing in 3 hours, 27 minutes, and 50 seconds [15]. - The third place was taken by the Walker No. 2 Robot team, which changed robots twice, with a final time of 4 hours, 0 minutes, and 56 seconds [15]. Group 2: Robot Performance and Features - The Tiangong Ultra robot, which won the competition, stands approximately 1.8 meters tall and weighs around 55 kilograms, achieving a peak speed of 12 kilometers per hour [27][29]. - The N2 robot, which secured second place, is developed by Songyan Power, standing 1.2 meters tall and weighing 30 kilograms, capable of running at a speed of 3.5 meters per second [31]. - The Walker No. 2 robot, which came in third, is based on tendon-driven technology, standing 1.7 meters tall and weighing 28 kilograms [31]. Group 3: Industry Insights and Trends - The event coincided with the second China Humanoid Robot and Embodied Intelligence Industry Conference, highlighting the rapid development and market potential of humanoid robots in China [103]. - A report predicts that by 2025, China's humanoid robot production will exceed 10,000 units, with a market size expected to reach 8.239 billion yuan, capturing a significant share of the global market [103]. - Major internet companies are increasingly investing in the humanoid robotics sector, indicating a competitive landscape as they explore applications in logistics, service, and manufacturing [104][106]. Group 4: Investment and Market Dynamics - The robot ETF (159770) has seen significant inflows, with its shares increasing by over 40 billion since the beginning of the year, reflecting investor interest in the robotics sector [108]. - The event serves as a barometer for the capital market, indicating the growing importance of robotics in various industries and the potential for future investment opportunities [108].