SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-08-08 07:05Core Insights - The three major indices experienced fluctuations in the afternoon, with the robotics sector continuing its adjustment, as evidenced by a 1.5% decline in the National Robotics Industry Index, despite a counter-trend inflow of funds into related products [1] - The 2025 World Robot Conference opened today, featuring over 400 domestic and international experts discussing industry trends, application practices, and innovative achievements in the robotics field [1] - The conference showcases more than 1,500 exhibits from over 200 companies, including 50 humanoid robot manufacturers, marking the largest participation in similar events [1] Investment Trends - The E Fund Robotics ETF (159530) saw a net subscription of 46 million units during intraday trading, with an average capital increase over the first four trading days of this week, bringing its latest scale to 4.2 billion yuan, an increase of over 1.5 times compared to a month ago [1] - Guoxin Securities believes that the World Robot Conference will enhance market attention towards the robotics industry, with significant growth in the ETF scale and continuous capital inflow [1] - The conference is expected to accelerate the transition of over 100 newly launched products from the laboratory to the market, particularly in logistics sorting and elderly care scenarios [1] Industry Performance - The National Robotics Industry Index covers core links across the robotics industry chain, with humanoid robot-related stocks accounting for nearly 80% of the index, indicating a high "humanoid content" in the ETF-tracked index [1] - According to Wind data, since the index revision took effect on April 10, it has accumulated a gain of over 28%, outperforming other similar indices [1]