SIASUN(SZ:300024) Xin Lang Cai Jing·2025-09-03 01:41Group 1 - The core focus of the robotics industry is on Yushu Technology, which is preparing for its initial public offering (IPO) expected to be filed between October and December 2025, generating significant market interest [3] - The robotics sector is experiencing a vibrant phase driven by favorable policies and technological advancements, with the Ministry of Industry and Information Technology enhancing humanoid robot development plans and local governments implementing supportive "AI + scenario" policies [3] - The 2025 World Robot Conference has successfully taken place, along with various related activities, further increasing attention and enthusiasm in the robotics sector [3] Group 2 - Yushu Technology has launched a new generation of embodied intelligent robots, which are competitively priced but primarily aimed at secondary development and commercial display [4] - Tesla's Optimus 3 has garnered high market attention with numerous upgrades, including dexterous hands and lightweight design, set to be showcased in the fourth quarter [4] - NVIDIA has released a new generation of robot chips, Jetson AGX Thor, featuring a computing power of 2070 TFLOPS, a 7.5 times increase from the previous generation, providing a robust technical foundation for real-time decision-making in complex environments [4] Group 3 - The Tianhong CSI Robotics ETF closely tracks the CSI Robotics Index, which includes 70 companies related to system solutions, digital workshops, automation equipment manufacturing, and other robotics-related sectors, reflecting the overall performance of listed companies in the robotics field [5]