Shortly after the humanoid robot "Spring Festival" debut, Beijing Economic Development Zone announced a heavy news:

Beijing will host the world's first humanoid robot half marathon in April this year.

Previously, the Ministry of Industry and Information Technology (MIIT) released the "Guidelines for the Innovative Development of Humanoid Robots," which opens with the words.

"Humanoid robots are expected to become a disruptive product following computers, smartphones and new energy vehicles, which will profoundly change the way of human production and life."

If humanoid robots are compared to "technological soldiers", this "half-marathon" is like a "technological parade".

The participating humanoid robots will have to demonstrate their "fitness" (range and motion control), "brain" (AI decision-making ability) and "equipment" (core components).

We should not only focus on this competition, but also the characteristics and trends of humanoid robot racing in various provinces and cities.

01Beijing: the origin of technology

Relying on talent, policy, funding multiple help, become the domestic humanoid robotics field technology origin.

Beijing has gathered 12,300 excellent AI talents, accounting for 24% of the country.

Data shows that 38 robotics companies and 79 AI companies moved to Beijing (or set up branches) in 2024, among which are the familiar StarHaitu and Yushu Technology.

The thirst for genius, "up north" has become a consistent movement of the top humanoid robotics companies.

In the capital support, Beijing set up a total size of 100 billion yuan, the duration of 15 years of government investment funds, focusing on supporting the industry, pointing to artificial intelligence, robotics and other future industry sectors.

Data shows that Beijing 2024 has 53 investments in the field of robotics, second only to Shenzhen's 54, surpassing Hangzhou and Shanghai's 34.

Well-known companies in Beijing (part) and their product features: 1.  Beijing Galaxy General Robotics Co., Ltd, GALBOT G1, which can be widely used in industrial logistics and other fields. 2. 2. 2. 2. 2. 2. 2. 2. 2. 2.  Beijing Star Era Technology Co. Ltd, Lingbao CASBOT, used in Lenovo flexible production line.

02 Shanghai: scene application pioneer

Humanoid robot supply chain, forty-five percent is closer to the automotive, thirty-five percent is closer to consumer electronics.

These two areas are Shanghai's strengths, so it's only natural that Shanghai will take the lead in commercialized scenarios and mass production.

Taking Shanghai Zhiyuan Xinchuang Technology Co., Ltd. as an example, in January 2024, Zhiyuan's mass-production factory rolled out 1,000 humanoid robots, and by the end of 2024, it had commercially delivered 700 units.

The company expects to carry out large-scale mass production this year.

In 2025, the Shanghai municipal government once again proposed in the "Implementation Plan on Artificial Intelligence "Molding Shencheng" to promote the opening of the scene of high-quality enterprises in the industry, and to pilot more than 100 units of robots for large-scale application.

Shanghai is relying on Zhangjiang Robotics Valley and Pudong New Area to build a whole industry chain from chips to machines.

Only in Zhangjiang, there are 73 enterprises in the industry chain, covering many key links, and gradually forming the Pudong humanoid robot industry chain agglomeration and development of the ecosystem.

The well-known enterprises in Shanghai (part) and their product features:

1.  Shanghai Zhiyuan Xinchuang Technology Co., Ltd, Zhiyuan Expedition A2, suitable for marketing customer service, showroom explanation, super guide, reception, business consulting and other work.

2.  Shanghai Kepler Explorer Robotics Co., Ltd, Kepler Forerunner K2, can be applied to intelligent manufacturing, warehousing and logistics, intelligent inspection, security patrol, high-risk operations, scientific research and education and other industries.

3.  Shanghai Fourier Intelligent Technology Co., Ltd, Fourier GR-1, the first bipedal humanoid robot to achieve mass production and delivery, has been realized in the reception, scientific research and education, industrial manufacturing, rehabilitation and medical scenarios such as experimental applications.

03Shenzhen: King of Scale

As the "hardware capital", Shenzhen is injecting its advantages in electronics manufacturing into the field of robotics.

The king of scale is reflected in two dimensions, namely the number of enterprises and output value.

First, the number of enterprises, so far, Shenzhen has nearly 60,000 enterprises whose business scope includes the keyword "robotics", the most in the country;

The second, third, fourth, and fifth places are, respectively, Guangzhou, about 50,000 robotics enterprises; Shanghai, about 41,000; Beijing, about more than 30,000; Hangzhou, about 20,000 about 20,000-plus.

Secondly, in terms of output value, the total output value of the robotics industry chain in Shenzhen in 2023 will be 179.7 billion yuan, making it the first city to have a robotics industry with an output value of more than 100 billion yuan.

In the Shenzhen area of the well-known enterprises (part) and their product features:

1.  Shenzhen Ubiquitous Technology Co., Ltd, Walker S1, can achieve accurate and safe synchronized operation in industrial environments, has entered the BYD factory to carry out the handling tasks of the practical training, to achieve the world's first humanoid robot with unmanned logistics vehicles, unmanned forklifts, industrial It has already entered the BYD factory to carry out practical training on handling tasks, realizing the world's first collaborative operation of a humanoid robot with an unmanned logistics vehicle, an unmanned forklift, an industrial mobile robot and an intelligent manufacturing management system.

2.  Leju (Shenzhen) Robotics Co., Ltd, KUAVO-MY, can be widely used in education services, medical services, special services, etc..

3.  Stardust Intelligence (Shenzhen) Co., Ltd, Stardust Intelligence S1, general-purpose robots, which can be widely used in many fields.

04 Hangzhou: R & D and industrialization hub

25 years at the beginning of Hangzhou, the "six little dragons" came out of nowhere, attracting the local introspection.

Focusing on humanoid robots, Yushu robots in the Spring Festival evening zero-frame starting hand spinning handkerchiefs, an instant fire throughout the network.

Hangzhou is researching the "optimal body" and "strongest brain" of humanoid robots.

At present, more than 200 robotics-related enterprises have been gathered, the robotics industrial output value of 15 billion yuan in 2023, gathered 10 specialized special new "small giants", covering the production of robotic parts and components, machine manufacturing, system integration and other industrial chain links.

Hangzhou's state-owned patient capital, is one of its "hard science and technology" rise.

The Hangzhou municipal government led the launch of the "3+N" industrial funds, including science and innovation funds, innovation funds, mergers and acquisitions funds and N industry-specific funds, which have expanded to 300 billion yuan, covering the start-up, growth and maturity of enterprises.

In 2018, Yushu Technology's capital chain was on the verge of breaking, and the government guarantee fund completed its due diligence in 3 days and released 20 million yuan in 7 days, which is a model of sending charcoal in snow.

At the same time, Hangzhou also has the advantage of interdisciplinary talent, not only the merger of the four schools of Zhejiang University, but also Alibaba's talent, technology and capital "overflow".

Renowned companies in Hangzhou (some) and their product features:

1.  Hangzhou Yu Shu Technology Co., Ltd, Unitree H1, general-purpose robots, which can be widely used in a variety of fields.

2.  Hangzhou Cloud Depth Technology Co., Ltd, DR01, general-purpose robot, can be widely used in many fields.

3.  Five Eight Intelligent Technology (Hangzhou) Co., Ltd, belongs to China National Weapons and Equipment Group (a company directly under the central government).

05 Shenyang: the cradle of industry

In June 1982, the Shenyang Institute of Automation developed China's first industrial robot prototype - SZJ-1 demonstration reproduction robot prototype.

On June 19 of the same year, the Shenyang Institute of Automation developed China's first application of the computer to realize the point control and speed and trajectory control of the teaching reproduction of industrial robots.

In April 2000, Shenyang Xinsong Robotics Automation Co., Ltd. was established, which became the first robotics high-tech enterprise in China and the first robotics listed company.

Xinsong Robotics has completed more than 800 national important scientific and technological researches and owns more than 1,300 invention patents, constantly breaking monopolies and filling in blanks, creating more than a hundred industry firsts in the history of China's robot development.

Looking at the history, Shenyang is the cradle of robotics industry.

Looking at the present, Shenyang in the development of power is slightly less, but still in the continuation of industrial manufacturing legend.

Shenyang's robotics industry is mainly concentrated in the industrial, collaborative, mobile and special fields.

From the national map, the north and south regions have formed a unique pattern of complementary competition.

North to Beijing as the core, relying on the advantages of talent to create a "technology curator";

South to Shanghai, Shenzhen as the leader, with manufacturing clusters to form a "test bed for application".

06 Competitive Core

Now countries are desperately trying to develop humanoid robots, than whose management is more advanced, technology is more innovative, resource coordination is more powerful.

Like conducting a symphony orchestra, whoever conducts better will make the whole industry play the most beautiful music.

The Beijing "half-marathon" is expected to have more than 20 humanoid robotics companies competing on the same field.

The marathon is like a metaphor for industrial development - it requires explosive breakthroughs in "neck-breaking" technologies, and even more endurance to build an ecosystem with capital.

The year 2025 is generally regarded as the first year of mass production of humanoid robots, brokerage firms predicted that global shipments will exceed 10,000 units, and in 2030 the market size reached 750 billion yuan.

Every investment at this stage is aimed at further improving the maturity of the technology, which will lead to a decline in supply chain costs and accelerate the formation of a closed loop for the entire industry.

This is the real meaning of investing early, investing small, investing in hard science and technology typical.

Anyone who wants to, become the fruit picker.

But if there is no pre-watering, how can there be a real landing results of that day.

Writing in the end

The world's first "man-machine marathon" is not only a showcase of technological strength, but also a "wind vane" of industrial layout.

The provinces are making multi-dimensional efforts through policy, manufacturing and scenarios to bet on the future trillion-dollar market.

As the Ministry of Industry and Information Technology "humanoid robot innovation and development guidance" said, this will be the new energy vehicles after the "subversive products".

And whoever can take the lead in this marathon may be able to occupy the C position in the future industrial competition.