SIASUN(SZ:300024) Sou Hu Cai Jing·2025-09-18 03:35Core Insights - The Robot ETF (159770) has seen a significant increase of 3.34%, marking its fourth consecutive rise, with a trading volume of 4.54 billion yuan, making it the top-performing product in its category in the Shenzhen market [3] - The ETF's latest scale reached 8.493 billion yuan, a record high since its inception, with a notable increase of 1.113 billion units in the last three months [3] - The ETF has attracted a total of 260 million yuan in inflows over the past 23 trading days, and its net value has surged by 100.92% over the past year, leading among comparable funds [3] Product Highlights - The Robot ETF (159770) closely tracks the CSI Robot Index, with industry allocations including manufacturing and information transmission, software, and IT services, featuring major holdings in companies like Huichuan Technology, iFlytek, and Stone Technology [3] Related Developments - Lens Technology has begun mass delivery of core components for humanoid robots, establishing deep collaborations with major clients and providing comprehensive assembly services [4] - Zhi Ping secured a record 500 million yuan order for embodied intelligent robots, marking the largest single order in the industry to date, with plans to deploy over 1,000 AlphaBot series robots [4] - Fourier's GR-3 humanoid robot is set to launch in October 2025, focusing on emotional interaction and designed for social companionship and rehabilitation assistance [4] Industry Trends - In July 2025, China's robot production continued to show strong growth, with industrial robot output reaching 63,700 units (up 24% year-on-year) and service robot output at 1.4899 million units (up 12.8% year-on-year), indicating an acceleration in the intelligent transformation of manufacturing [5] - According to招商证券, the anticipated interest rate cuts by the Federal Reserve are expected to provide marginal liquidity easing in Q4, benefiting the robot sector, with a high probability of a rate cut exceeding 90% [6]