The first intelligent humanoid robot sports competition is held, the humanoid robot industry faces commercialization challenges.

Recently, the first Embodied Intelligence Robot Sports Competition was held in Wuxi, with more than 100 companies from across the country showcasing their products. Over 150 robot "athletes" competed in various events such as racing, cross country running, and soccer matches. Since Ubtech Technology appeared on the 2025 CCTV Spring Festival Gala, the humanoid robot industry has been thriving in both the primary and secondary markets. The recent Beijing Yizhuang Half Marathon has further increased industry discussions to new heights. However, along with this success, doubts have begun to arise: when will humanoid robots that can "run and jump" in these events break away from being labeled as "electric toys" and become actual productivity tools? Is there a bubble in the industry and how should we address the relationship between technological progress and bubbles? Industry insiders believe that showcasing the physical abilities of humanoid robots in marathons and sports events is a comprehensive validation of their hardware capabilities, motion control algorithms, and more before they are fully commercialized. However, it is also important to acknowledge that the commercialization cycle and industrialization of products in the humanoid robot industry is still in its early stages. Many industry professionals and venture capitalists believe that the industry may face a new round of reshuffling or elimination, potentially entering a period of consolidation. While the industry still has confidence, patience is also needed from external parties.