SIASUN(SZ:300024) Guo Ji Jin Rong Bao·2025-09-16 17:42Group 1 - The latest open-source model from Yushu Technology has reignited investment enthusiasm in the robotics sector, leading to a significant surge in related stocks and ETFs [1][2] - On September 16, the largest robotics ETF in the market saw a trading volume exceeding 2.5 billion yuan, reaching a new high since its inception, with multiple robotics-themed ETFs rising over 3% [1][4] - The release of the UnifoLM-WMA-0 model by Yushu Technology, designed for general robot learning, has showcased impressive capabilities, further driving market interest [2][6] Group 2 - The robotics sector has experienced two major waves of growth this year, with the first wave occurring from early January to late February, and the current wave being driven by technological advancements and market excitement [3][6] - The Huaxia Robotics ETF has seen a year-to-date increase of 12.747 billion shares, ranking it first among technology-themed ETFs in terms of growth [5][6] - Market sentiment is shifting towards companies with verified customer orders and production plans, indicating a trend towards performance-based investment strategies [6][7] Group 3 - The long-term market potential for humanoid robots is significant, with expectations of rapid growth supported by policy backing and funding [6][7] - Investment strategies are recommended to focus on leading supply chain companies with strong core competitiveness and stable cash flow, particularly those expanding into humanoid robotics [7]