SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-05-19 06:23Group 1 - The A-share market experienced narrow fluctuations today, with the robotics sector showing a noticeable pullback. As of 13:55, the Robotics ETF (562500) fell by 0.57%, with constituent stocks showing mixed performance. Yawen Co. rose by 3.28%, leading the gains, while Xinjie Electric fell by 6.45%, leading the losses [1] - Over the past 20 days, the Robotics ETF has increased by over 8%. The ETF's trading volume exceeded 520 million yuan, making it the top performer among comparable funds, with a turnover rate of 3.97%, indicating active market trading [1] - Nvidia's CEO Jensen Huang stated that most robotic systems developed so far lack the necessary production scale to create sustainable momentum for innovation and progress. He predicted that all mobile devices will become robots, leading to a revolution in the industrial sector as these robots are introduced into factories [1] Group 2 - Huachuang Securities pointed out that application scenarios are key to the mass production and landing of robots. The robotics sector is transitioning from a phase of "having products but no customers" to a stage of accelerated commercial landing [2] - The B-end market, particularly in automotive manufacturing, smart logistics, and specialized industries, is showing a clear trend of early adoption, which is crucial for the commercialization of robots [2] - The Robotics ETF (562500) is the largest robotics-themed ETF in the market, closely tracking the CSI Robotics Index, which includes system solution providers, digital workshop and production line integrators, automation equipment manufacturers, and other related companies [2]