Core Insights - The first humanoid robot half marathon held in Beijing has significantly increased interest in the humanoid robot industry, with the "Tiangong Ultra" robot winning the race in 2 hours, 40 minutes, and 42 seconds, reshaping perceptions of humanoid robot capabilities [1] - The event highlighted the supply chain behind the winning robot, revealing various listed companies' involvement, although no direct collaborations with Tiangong were confirmed [2][3] Group 1: Company Developments - The Tiangong robot was developed by the Beijing Humanoid Robot Innovation Center, established in November 2023, with key stakeholders including UBTECH, Xiaomi Robotics, and Beijing Electromechanical, each holding a 28.57% stake [1] - Following the competition, UBTECH announced the establishment of a wholly-owned subsidiary in Beijing to commercialize and globally sell the Walker and Tiangong series humanoid robots [1] Group 2: Supply Chain and Partnerships - Several listed companies, including Shuanglin Co., Liancheng Precision, Honggong Technology, and others, responded to inquiries about Tiangong but did not confirm any partnerships [2][3] - The main suppliers for Tiangong include Aobo Zhongguang, which provides 3D vision sensors, and Lide Harmonic, which supplies harmonic reducers [3][4] Group 3: Technical Challenges - The humanoid robot industry faces significant technical challenges, as evidenced by the low completion rate of less than 30% in the marathon, with issues such as falls and joint overheating being prevalent [6][7] - Key areas needing improvement include high-density battery packs, low-power motor drivers, and robust algorithms for dynamic obstacle recognition and path planning [7]