Xin Lang Cai Jing·2025-09-10 11:39Market Performance - The Shanghai Composite Index showed positive movement in the afternoon, while the Smart Car ETF (159795) experienced a slight decline of 0.19%, closing at 1.065 [1][2] - The Smart Car ETF received a net subscription of 4 million shares, marking the second consecutive day of capital interest [1] Key Stocks Movement - Among the popular constituent stocks, Yutong Optical saw a significant increase of over 11%, while Luxshare Precision rose nearly 1%. Top Group experienced a pullback after an initial surge [1][2] Industry Developments - The Chinese government has announced the release of 30 national standards for artificial intelligence, with 84 more in development, focusing on humanoid robot standards [3] - The automotive industry is witnessing a surge in smart vehicle launches, with several new models introduced, indicating a strong market for intelligent driving and smart cockpit technologies [4] Investment Opportunities - The automotive and component sectors are expected to benefit from the rapid advancement of smart technologies, with a focus on intelligent components like smart cockpits and electric drive systems [4] - The potential for growth in the humanoid robot sector is highlighted by the overlap in hardware and software between the automotive and humanoid robot industries, suggesting a collaborative growth opportunity [5][6] Market Trends - The upcoming interest rate cuts in the U.S. are anticipated to provide a favorable environment for the robot sector, with a high probability of a rate cut in September [4][5] - The integration of humanoid robots into automotive production lines is becoming more common, leveraging data-rich environments for training and development [5][6]