SIASUN(SZ:300024) Sou Hu Cai Jing·2025-06-17 10:19Core Viewpoint - The robotics sector is experiencing significant attention due to recent policy initiatives and technological advancements, particularly in the field of intelligent elderly care robots, which are expected to drive demand and market growth in the near and long term [6][7][8]. Group 1: Market Performance - On June 17, the A-share market showed mixed performance, with the Shanghai Composite Index slightly declining and a trading volume of 1.24 trillion yuan. The Robotics ETF (159213) fell by 0.7%, but still saw a net subscription of 3 million units throughout the day [1]. - The majority of the index component stocks for the Robotics ETF experienced a pullback, with notable gains from Guomao Co. and Yuntian Lihui, which rose over 2%, while others like Huichuan Technology and Keda Xunfei saw minor declines [3][4]. Group 2: Industry Developments - Recent breakthroughs in robotic technology, such as the human-like dexterous hand grasping technology by Chinese scientists, have garnered attention. Additionally, the government has initiated pilot programs for intelligent elderly care service robots, which is expected to stimulate market demand [6][7]. - China's industrial robot exports have exceeded market expectations, with a reported growth of 55.4% in the first five months of the year, contributing to a broader increase in the equipment manufacturing sector [6]. Group 3: Long-term Market Potential - The long-term market potential for humanoid robots is projected to exceed 1 trillion yuan, with applications across various sectors including service, healthcare, and manufacturing. The unique characteristics of humanoid robots make them suitable for diverse tasks, enhancing their market viability [8][9]. - The intelligent elderly care robot market is expanding rapidly due to an aging population and a shortage of caregivers, presenting both challenges and opportunities for the industry [6][7]. Group 4: Investment Opportunities - The Robotics ETF (159213) is positioned as a key investment tool for those looking to capitalize on the robotics industry's growth, tracking the Zhongzheng Robotics Index, which aligns closely with the industry supply chain [14].