Sou Hu Cai Jing·2025-06-24 05:19Group 1 - The China Robot Index (H30590) rose by 3.04% as of June 24, 2025, with notable gains from stocks such as Jiangsu Leili (up 17.00%), Hechuan Technology (up 8.11%), and Tuosida (up 7.29%) [3] - The Robot ETF (159770) experienced a peak increase of over 3% during trading, currently up 2.88% with a latest price of 0.86 yuan and a trading volume of 2.26 billion yuan [3] - The total shares of the Robot ETF reached 6.353 billion, reflecting a 260% increase since the beginning of the year [3] Group 2 - Guojin Securities continues to recommend companies with high certainty and solid fundamentals, noting that many companies have become more cost-effective after previous market adjustments [4] - The report highlights the potential impact of US-China tariff risks on the market, but maintains a long-term positive outlook on China's complete robot industry chain and its world-leading robot reserves [4] - Key catalysts to watch include developments in Tesla, Figure, Huawei, and Xiaomi, particularly in areas such as dexterous hands and the release progress of Extreme Eye robots by Huawei [4] Group 3 - The core holdings of the Robot ETF (159770) include leading domestic and Tesla supply chain companies such as Huichuan Technology, Shuanghuan Transmission, and Green Harmony [4] - The performance of individual stocks within the ETF shows varied increases, with Huichuan Technology at 2.92% and Shuanghuan Transmission at 3.59% [6]