SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-09-12 00:58Market Performance - On September 11, the A-share market experienced a significant increase, with the Shanghai Composite Index rising by 1.65%, approaching previous highs. The technology growth sector surged, particularly the AI industry chain, with light modules and copper-clad laminates leading the market [1] - The Huaxia Sci-Tech AI ETF (589010) rose by 4.27%, with an intraday peak increase of 4.78%, breaking through the ten-day moving average and showing a positive trend, indicating potential for a second wave of growth [1] - Over 90% of the constituent stocks in the ETF closed in the green, with Star Ring Technology leading with a 17.17% increase, and major weight stock Cambricon Technologies rising by 8.96% [1] Strategic Collaborations - Shenzhen Huizhi Wulian and Zhifang reached a strategic cooperation agreement, with Huizhi Wulian planning to deploy over 1,000 embodied intelligent robots in Huike's global production bases over the next three years, with an order value close to 500 million yuan [2] - Ant Group launched its first humanoid robot, named R1, developed by its subsidiary Robbyant, which can perform various tasks such as guiding tours and sorting medications [2] AI Chip Market Outlook - China Galaxy Securities highlighted that AI chips are the core driving force of computing power, with significant advancements in architecture design, manufacturing processes, and algorithm optimization in recent years. The demand for AI chips in China is expected to continue rising, with the market projected to reach 153 billion yuan by 2025 [2] ETF Highlights - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 10 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [3] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the brain of robotics, capturing the "singularity moment" in the AI industry with a 20% fluctuation range and flexibility in small and mid-cap stocks [3]