SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-09-22 04:56Group 1 - The core viewpoint is that the Robot ETF (562500) has shown a strong upward trend, with a 1.03% increase as of 10:55 AM, indicating robust market interest and liquidity [1] - The ETF has seen significant inflows, with a net inflow of 5.29 billion yuan in the last trading day and over 19.29 billion yuan in the past 10 trading days, bringing its total size to 200.99 billion yuan, making it the largest robot-themed ETF in the market [1][2] - Key holdings in the ETF include companies like Oatmeal Technology, which surged by 10.85%, and Keri Technology, which hit a 10% limit up, reflecting strong performance across the sector [1] Group 2 - Open Source Securities suggests that the valuation uplift for robot manufacturers may enhance the industry’s valuation dynamics, with significant growth potential for core component companies in the early stages of the industry [2] - The market for robots is expected to expand significantly, with leading manufacturers projected to produce over one million units between 2028 and 2035, indicating a vast market opportunity for higher valuations [2] - The Robot ETF encompasses a wide range of sectors, including humanoid robots, industrial robots, and service robots, providing investors with a comprehensive way to invest in the entire robotics supply chain [2]