SIASUN(SZ:300024) Sou Hu Cai Jing·2025-09-16 06:11Core Viewpoint - The robotics sector is experiencing significant growth, driven by policy support, technological advancements, and increased investment, as evidenced by the strong performance of the Robotics ETF fund and its constituent stocks [1][3][8]. Group 1: Market Performance - The Robotics ETF fund (159213) saw a notable increase of 3.35%, reaching a new historical high [1]. - Key constituent stocks of the Robotics ETF experienced substantial gains, with Jiangsu Leili rising over 13% and Buke Co. increasing over 12% [3]. Group 2: Key Constituents - The top ten constituent stocks of the Robotics ETF include: - Huichuan Technology: 52.31 billion in trading volume, up 4.32% [4] - Keda Xunfei: 21.97 billion in trading volume, up 0.93% [4] - Other notable stocks include Dazhu Laser and Shuanghuan Transmission, with significant price increases [4]. Group 3: Policy and Industry Support - The government is focusing on strengthening the supply chain for high-end computing chips and industrial algorithms, with a target for the robotics industry to achieve an industrial output value exceeding 200 billion by 2027 [4]. - China has released 30 national standards for artificial intelligence, with 15 standards for humanoid robots currently in development [4]. Group 4: Technological Advancements - Fourier announced the pre-sale of its humanoid robot "Carebot" GR-3, set to launch in October 2025, indicating ongoing innovation in the sector [5]. - Tesla's ambitious plans include a valuation of $8.5 trillion and the production of 1 million robots, showcasing the potential for growth in the robotics market [5]. Group 5: Investment and Financing - Variable Robotics completed nearly 1 billion in A+ round financing, while Xingyuan Intelligent Robotics secured 200 million in angel round financing, highlighting active investment in the sector [6]. - The cost of humanoid robots has significantly decreased, now entering the range of tens of thousands to hundreds of thousands, due to local production and supply chain efficiencies [7]. Group 6: Policy and Capital Resonance - The robotics sector is receiving increased policy and capital support, with cities like Hangzhou prioritizing humanoid robots in their development plans [8]. - A 100 billion investment fund has been established in Beijing to support artificial intelligence and robotics, further enhancing the growth prospects of the industry [8].