SIASUN(SZ:300024) Xin Lang Cai Jing·2025-09-04 05:52Group 1 - The China Robot Index decreased by 1.71% as of September 4, 2025, with mixed performance among constituent stocks, led by Dongjie Intelligent up 3.99% and Kewos down [1] - The Robot ETF by Jiashi (159526) has seen a 12.80% increase over the past month as of September 3, 2025 [1][3] - The Jiashi Robot ETF recorded a turnover rate of 6.42% and a transaction volume of 38.57 million yuan, with an average daily transaction of 62.59 million yuan over the past week [3] Group 2 - The Jiashi Robot ETF's net asset value increased by 75.41% over the past year, with a maximum single-month return of 25.78% since inception [3] - The top ten weighted stocks in the China Robot Index account for 50.36% of the index, with Huichuan Technology and Keda Xunfei being the top two [3][5] - On September 3, 2025, UBTECH secured a 250 million yuan contract for humanoid robot products and solutions from a well-known domestic company [5] Group 3 - Huatai Securities suggests that the initial delivery order numbers are not the key indicators; the focus should be on forming correct model paradigms and data flywheels [6] - The large-scale layout of humanoid robots by Chinese manufacturing companies is expected to lead to a non-linear decrease in hardware costs, with AI-driven innovations being crucial for market demand expansion [6]