SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-07-21 01:23Market Overview - The AI ETF from Huaxia (589010) closed up 0.39% on July 18, with leading stocks like Foxit Software rising 4.99% and Hehe Information up 4.24% [1] - The Robot ETF (562500) remained flat, showing balanced market forces, with Zhongdali De leading at 5.04% and Dongjie Intelligent up 3.74% [1] - The trading volume reached 896 million yuan, with a turnover rate of 5.75%, indicating a stable market sentiment [1] - The Robot ETF's scale hit a new high, increasing by 730 million yuan to reach 15.529 billion yuan, surpassing the total scale of similar funds [1] Key Developments - UBTECH Technology won a robot equipment procurement project worth 90.5115 million yuan, setting a record for the largest contract amount for humanoid robots globally [2] - UBTECH also launched the world's first humanoid robot Walker S2, which supports autonomous battery swapping, with plans to deliver 500 units for smart manufacturing within the year [2] - The Shanghai Artificial Intelligence Laboratory released the DeepLink technology solution for large-scale cross-domain mixed training, marking a breakthrough in inter-provincial connectivity for large models [2] Industry Insights - Dongfang Securities believes that domestic humanoid robots are accelerating breakthroughs and may lead the global industry landscape [3] - The humanoid robot industry has become a national strategy in China, with expected policy support strengthening and core component localization narrowing the R&D gap [3] - The long-term investment value of domestic humanoid robot manufacturers and OEMs is viewed positively, with manufacturers benefiting from algorithm and brand positioning in high-growth scenarios [3]