SIASUN(SZ:300024) Xin Lang Cai Jing·2025-08-22 02:17Group 1 - The world's first order for 10,000 embodied intelligent humanoid robots has been signed, with a delivery target of at least 10,000 units by the end of 2026, aimed at home care and wellness [1] - Shandong Future Robotics aims to transform robots from simple tools into indispensable intelligent partners in family life, differing from traditional household robots [1] - The mechanical equipment team at Guojin Securities believes that increasing participation from application enterprises in the wellness sector, along with strong policy support, will accelerate the development of the robotics industry [1] Group 2 - The automotive parts ETF closely tracks the CSI Automotive Parts Theme Index, which includes many stocks related to the robotics industry, indicating potential benefits from the upcoming mass production cycle of robots [1] - As of July 31, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index account for 40.36% of the index, including companies like Huichuan Technology and Fuyao Glass [2] - The automotive parts ETF has several connection options available for investors, indicating a structured investment approach in the automotive parts sector [2]