Orbbec (SH:688322) 2 1 Shi Ji Jing Ji Bao Dao·2025-04-21 02:10Group 1 - The A-share market opened lower but rebounded, with the Robot ETF (562360) rising by 0.46% after a low opening, driven by stocks like Obit Zhongguang-UW which increased by 7.25% [1] - The Robot ETF tracks the CSI Robot Index, which includes stocks from system solution providers, digital workshop integrators, automation equipment manufacturers, and related companies to reflect the performance of the robotics industry [1] - The first humanoid robot half marathon was successfully held in Beijing, with 20 robot teams participating, showcasing advancements in humanoid robotics [1] Group 2 - CITIC Securities reported that the humanoid robot half marathon sparked discussions on whether the performance was a setback or a sign of industry progress, indicating that the industry is still in the early stages of mass production [2] - The report emphasized that humanoid robots are a key battleground in the AI technology competition between China and the US, with significant long-term potential [2] - Suggestions were made to explore investment opportunities in "AI + robotics" beyond humanoid robots, focusing on exoskeletons, dexterous hands, and sensors, which are expected to commercialize faster [2]