SIASUN(SZ:300024) Xin Lang Cai Jing·2025-07-31 06:55Core Viewpoint - The A-share market experienced fluctuations, with the Robot ETF (159213) seeing significant capital inflow, indicating strong investor interest in the humanoid robot sector as production ramps up and events catalyze market activity [1][5]. Group 1: Market Performance - The Robot ETF (159213) has attracted over 56 million yuan in capital over the past 10 days, with a continuous inflow for six consecutive days [1]. - The index components of the Robot ETF showed mixed performance, with notable gains from companies like Aobo Zhongguang (up over 6%) and Yuntian Lifey (up over 4%), while others like Stone Technology and Dahua Co. experienced declines [3][4]. Group 2: Industry Trends - The humanoid robot market is projected to grow from 2.16 billion USD in 2023 to 20.6 billion USD by 2029, reflecting a compound annual growth rate (CAGR) of 57% [5]. - Recent events, including the World Artificial Intelligence Conference, showcased over 150 humanoid robots, highlighting the sector's advancements and market potential [5]. Group 3: Upcoming Catalysts - The upcoming 2025 World Robot Conference on August 8 is expected to attract nearly 500 guests and feature over 200 exhibitors, focusing on technological breakthroughs and new product launches [7]. - The 2025 China Embodied Intelligent Robot Industry Conference from August 13-15 aims to connect various stakeholders in the industry, enhancing resource integration and showcasing cutting-edge technologies [7]. Group 4: Capital Market Activity - Yushun Technology has initiated its IPO process, which could shift market focus from speculation to performance realization, similar to Tesla's impact on the electric vehicle sector [8]. - The Robot ETF (159213) aligns with the industry chain, covering upstream hardware, midstream system integration, and downstream applications, providing investors with a comprehensive investment tool [8].