GREATOO INTELLIGENT(SZ:002031) Xin Lang Cai Jing·2025-09-18 05:45Core Viewpoint - The robotics sector is experiencing significant growth, with key indices and ETFs showing strong performance, indicating a favorable investment environment in the industry. Group 1: Market Performance - The CSI Robotics Index rose by 1.74% as of September 18, 2025, with stocks like Jilun Intelligent and Bojie Co. hitting the daily limit up, and Weichuang Electric increasing by 9.13% [1] - The Jia Shi Robotics ETF (159526) increased by 1.81%, marking its third consecutive rise, and has accumulated a 7.36% increase over the past week as of September 17, 2025 [1][4] - The Jia Shi Robotics ETF recorded a turnover rate of 5.61% with a transaction volume of 45.81 million yuan, and its average daily transaction volume over the past week was 72.97 million yuan [4] Group 2: Fund Performance - The Jia Shi Robotics ETF reached a new high in scale at 801 million yuan and a new high in shares at 499 million, the highest in three months [4] - The ETF has seen a net inflow of 110 million yuan recently, and its net value has increased by 97.15% over the past year, ranking 535 out of 3013 in the index stock fund category, placing it in the top 17.76% [4] - The ETF's highest monthly return since inception was 25.78%, with the longest consecutive monthly increase being three months and a maximum increase of 37.12% [4] Group 3: Industry Growth - In July 2025, China's industrial robot production reached 63,700 units, a year-on-year increase of 24%, while the total production from January to July 2025 was 447,100 units, up 32.9% year-on-year [6] - Service robot production in July 2025 was 1.4899 million units, reflecting a year-on-year growth of 12.8%, with a total of 10.3783 million units produced from January to July 2025, marking a 23.6% increase [6] Group 4: Upcoming Catalysts - From September to December, the robotics sector is expected to see a series of significant events, including Tesla's meeting on AI and autonomous driving systems, and the unveiling of new products by companies like Chery's Moja Robotics [7] - These events indicate that the robotics industry is accelerating its development, presenting substantial growth opportunities for related companies [7]