Xin Lang Cai Jing·2025-09-02 06:14Group 1 - The core viewpoint indicates that the recent orders from domestic Tier 1 suppliers may signal improvements in the V3 program and a recovery in mass production expectations, leading to a positive outlook for the robotics sector [1] - Recent feedback from a key supplier in Jiaxing suggests that the previous halt in T-chain deliveries has been lifted, with new actuator orders being placed by Tier 1 clients [1] - The expectation for continued supplier audits and potential V3 releases in Q3-Q4 suggests a high likelihood of order recovery once the designs are confirmed, with core robotics stocks having undergone significant corrections [1] Group 2 - The Penghua Robotics ETF, which closely tracks the National Certificate Robotics Industry Index, has shown a recovery from a decline of 3.22% to a gain of 2.12%, reflecting positive sentiment in the robotics sector [2] - The top ten weighted stocks in the National Certificate Robotics Industry Index as of August 29, 2025, include companies such as Stone Technology and Ecovacs, collectively accounting for 41.12% of the index [3]