On April 19, the first robot marathon competition attracted attention. After fierce competition, the “Tiangong” robot won the championship, while the “Little Rascal” and the “Walker No. 2” secured the second and third places, respectively.The champion, Tiangong Ultra, was developed by the Beijing Humanoid Robot Innovation Center, supported by the Ministry of Industry and Information Technology and the Beijing Municipal Government. Related concepts include UBTECH, Xiaomi, and Beijing Electromechanical.The runner-up, “Little Rascal Team,” comes from Songyan Power, which was established in September 2023 and has completed five rounds of financing, with investors including Jiaxing Tianqi Capital, Inno Angel Fund, Beijing Future Science City Fund, Binfu Capital, and Huqiang Capital.The third place, “Walker No. 2,” was developed by the Zhongyuan Intelligent Laboratory in Zhengzhou and its incubated enterprise, Zhuoyide Robot Co., Ltd.The event is not only a competition of technological strength but also a barometer of the capital market. Therefore, we have selected the top 10 most powerful suppliers for reference.
1st Supplier:UBTECHCore Technology:Servo drivers, with core advantages in achieving a balance between miniaturization and high torque density through self-developed high-density frameless torque motors, harmonic reducers, and dual encoder fusion technology, providing key support for robotic joint movements.Main Business: Intelligent service robots and their solutions, including educational intelligent robots, logistics intelligent robots, cross-industry customized intelligent robots, and consumer-grade robots.Company Highlights: The first publicly listed humanoid robot company in China.2nd Supplier:Beijing ElectromechanicalCore Technology:Precision mechanical design technology, motor control technology, highly integrated flexible control system technology, etc.Main Business:Gas storage and transportation and intelligent manufacturing. In intelligent manufacturing, the company focuses on core components of robots, robot bodies, and robot system integration applications.Company Highlights: One of the top 100 enterprises in China’s machinery industry.3rd Supplier: Wanma Co., Ltd.Core Technology:Independently developed the “Wanma Robot Intelligent Connection CCa System” and possesses technical advantages in the field of robot cables, with cables passing durability tests by international certification bodies.Main Business: Wires and cables, polymer materials, new energy, etc.Company Highlights: The polymer materials business is self-controllable, with costs over 30% lower than foreign brands.
4th Supplier: LVD Harmonics
Core Technology: Harmonic drive technology, achieving high precision and high efficiency transmission effects through the principle of harmonic transmission, characterized by small size, light weight, large transmission ratio, and high transmission efficiency.
Main Business: R&D, design, production, and sales of precision transmission devices, with main products including harmonic reducers, mechatronic actuators, and precision components.
Company Highlights: The king of domestic alternatives in the field of harmonic reducers.
5th Supplier: Zhongkong Technology
Core Technology: Includes high-reliability design technology for control system thermal redundancy, high-availability control networks and fieldbus real-time communication technology, large-scale distributed real-time control systems, and safety technology.
Main Business:Industrial automation and intelligent manufacturing fields.Company Highlights: A leader in core components of humanoid robots—control systems, relying on DeepSeek to create the “Industrial BA Super Intelligent System”; the company holds 44.40% equity in Zhejiang Humanoid Robot Innovation Center Co., Ltd.6th Supplier: Mingzhi ElectricCore Technology: Motion control field.Main Business:R&D and operation of control motors and their drive systems, LED intelligent lighting control and drive products, equipment status management systems, and power electronic control products.Company Highlights: Global market share of hybrid stepper motors exceeds 10%, breaking the monopoly of Japanese companies.7th Supplier: Zhongdali DeCore Technology: Mainly focused on mechanical transmission and control fields, including precision planetary gear processing technology, RV reducer and arc cone gear assembly technology, and high-purity alloy and processing technology for harmonic reducer flexible wheels.Main Business: R&D, production, and sales of precision reducers, motors, and drive systems.Company Highlights: A leading enterprise in precision reducers,core component supplier for Yushu robots and reducers.8th Supplier: AledCore Technology:Layout of thermal management technology in the humanoid robot field, especially with significant technical advantages in optimizing thermal management efficiency of humanoid robot drive systems.Main Business: R&D and sales of polymer materials and modified material products.Company Highlights: As of the end of 2023, has obtained a total of 240 patents, including 55 invention patents and 185 utility model patents.9th Supplier: Shenghong TechnologyCore Technology:Mainly focused on high-density interconnect (HDI) technology and high-layer PCB technology, which have significant advantages in cutting-edge applications such as AI servers, automotive electronics, and high-end graphics cards.Main Business:Research, development, production, and sales of new electronic devices (printed circuit boards, PCBs).Company Highlights: Continuous growth in performance in recent years, with net profit attributable to the parent company reaching 1.154 billion yuan in the first three quarters of 2024, a year-on-year increase of 71.96%.10th Supplier:Wuzhou XinchunCore Technology: Focused onbearing, precision component manufacturing, and core components of humanoid robots.Main Business: R&D, production, and sales of bearings and accessories, automotive parts, hardware, and lathe components.Company Highlights: Developed a full range of robot bearing products and supplied multiple robot reducer companies.
Compared to ridicule, this humanoid robot marathon is of great significance to the industry. It serves as a large-scale long-distance durability test, allowing participating companies to identify and solve problems, thus promoting the progress of the entire industry. Therefore, we believe that humanoid robots are a long-term promising track.
Special Statement: Data sources include company research reports, announcements, and other public information. Dynamic data is based on the latest information. This article does not constitute any investment advice and is for learning, communication, and academic research purposes only.