TECHMATION(SH:603015) Xin Lang Cai Jing·2025-05-06 06:11Group 1 - The core viewpoint is that the robotics industry is accelerating its industrialization process, with a focus on T-chain robotics and highly intelligent main engine manufacturers [2] - The China Securities Index for robotics (H30590) has seen a strong increase of 2.34%, with notable individual stocks like Xinjie Electric (603416) rising by 10.00% and Haimu Star (688559) by 7.61% [1] - The Robot ETF fund (562360) has also experienced a rise of 2.36%, marking its third consecutive increase, with a latest price of 0.95 yuan [1] Group 2 - The market is beginning to recognize the scarcity of full-loop capabilities in both hardware and software for domestic humanoid robots, which have shown significant technological breakthroughs [2] - Concerns regarding tariff issues have eased, leading to a potential rebound for T-chain stocks [2] - Experts indicate that while hardware is relatively easier to solve, the real challenge lies in developing highly intelligent general-purpose AI models for humanoid robots [2]