SIASUN(SZ:300024) 2 1 Shi Ji Jing Ji Bao Dao·2025-08-12 03:04Group 1: Market Performance - The A-share market indices experienced fluctuations with the robotics sector showing a slight pullback, while the Robotics ETF (159770) saw a decrease of 0.51% but achieved a transaction volume exceeding 1 billion yuan, leading the Shenzhen market in this category [1] - The Robotics ETF (159770) recorded a net subscription of over 55 million units during the trading session, with a cumulative net inflow of over 64 million yuan in the past five trading days, reaching a historical high of 6.695 billion yuan in total assets [1] - The year-to-date share growth rate of the Robotics ETF (159770) stands at 288.46%, the highest among similar products [1] Group 2: Policy Developments - A favorable policy for the robotics sector was announced by the Hangzhou Municipal Justice Bureau, which seeks to enhance infrastructure planning and establish a multi-faceted intelligent computing service system to meet the demands of embodied intelligent robots [2] - The policy emphasizes core technology development focusing on the "brain," "small brain," and "body" of embodied intelligent robots, as well as specialized chips to address critical technological challenges [2] Group 3: Technological Advancements - NVIDIA has introduced the Cosmos Reason model aimed at enhancing the reasoning capabilities of robots, enabling them to perform multi-step tasks and adapt to new real-world experiences [3] - A significant breakthrough in smart breeding technology was achieved by a Chinese scientific team, which combined biotechnology and AI to create the world's first intelligent breeding robot, GEAIR, designed for crop-robot collaboration [3] Group 4: Industry Outlook - The humanoid robot industry is positioned at the beginning of a growth phase, with significant market potential in both global and Chinese markets expected to be released [4] - The industry is anticipated to expand its market boundaries due to advancements in AI and precision manufacturing, alongside the activation of diverse application scenarios [4] - China, as a leading producer of humanoid robots, continues to showcase advantages in industrial chain support, technology research, and application exploration, accelerating the transition from technology validation to commercialization [4]