SIASUN(SZ:300024) Sou Hu Cai Jing·2025-08-01 09:43Core Viewpoint - The A-share market shows a mixed trend with small-cap stocks leading the rise while large-cap stocks experience a pullback, particularly in the context of the humanoid robot sector benefiting from AI advancements and upcoming industry events [1][6][9]. Group 1: Market Performance - On August 1, the Shanghai Composite Index fell by 0.37%, marking a weak two-day decline, while the humanoid robot ETF (159213) saw a slight decrease of 0.09% after a brief recovery [1]. - The humanoid robot ETF fund (159213) attracted significant investment, with a net subscription of 3 million units during the day and a total of 50 million yuan raised over the past ten days [1]. Group 2: Stock Performance - The index components of the humanoid robot ETF (159213) exhibited mixed performance, with stocks like Dongjie Intelligent hitting the daily limit, while others like Stone Technology and Dazhong Laser experienced declines [3][4]. - Notable gainers included Dongjie Intelligent with a 20% increase, and Xiasha Precision with over 6% growth, while stocks like Stone Technology and Dazhong Laser saw declines of 0.55% and 1.52%, respectively [3]. Group 3: Industry Developments - The approval of the "Artificial Intelligence+" action plan on July 31 aims to promote the commercialization of AI technologies, with humanoid robots expected to benefit significantly from this trend [6]. - The upcoming World Robot Conference on August 8 in Beijing is set to showcase over 200 companies and more than 100 new products, focusing on key technological breakthroughs and applications in humanoid robotics [6][7]. - The "2025 China Embodied Intelligent Robot Industry Conference" scheduled for August 13-15 in Shanghai will further enhance industry connections and showcase cutting-edge technologies [7]. Group 4: Fundamental Growth - The software aspect of humanoid robots is seen as crucial, with AI large models being key to unlocking their potential, although this area currently lags behind hardware development [8]. - The humanoid robot market is projected to create a substantial incremental market for precision reducers, potentially reaching hundreds of billions [8][9]. - The supply side of the humanoid robot industry is rapidly flourishing, with both domestic and international players accelerating product iterations and commercial applications [9].