SIASUN(SZ:300024) Xin Lang Cai Jing·2025-08-19 05:56Group 1 - The core viewpoint of the news highlights the significant advancements in humanoid robots and their potential collaboration with smart vehicles, which could enhance industrial automation and support the intelligent upgrade of smart cars [1] - The China Securities Index for connected vehicles (930725) has shown a positive performance, with notable increases in constituent stocks such as Yuanwanggu (10.05%), Gaoxin Xing (7.82%), and Yiyuan Communication (6.37%) [1] - The first "Low-altitude Aircraft - Smart Connected Vehicles - Humanoid Robots" collaborative innovation development conference was held in Beijing, emphasizing the breakthroughs in hardware performance and AI capabilities for humanoid robots [1] Group 2 - Guosen Securities indicates that the automotive sector is becoming a major application scene for AI, with companies like BYD, Huawei, and Xiaomi entering the market, which could lead to a systemic valuation uplift for early adopters of AI in the automotive industry [2] - The smart connected vehicle ETF closely tracks the China Securities Index for connected vehicles, which includes various related companies, reflecting the overall performance of the connected vehicle sector [2] - As of July 31, 2025, the top ten weighted stocks in the China Securities Index for connected vehicles account for 49.41% of the index, with major players including SAIC Motor, CATL, and BYD [2]