SIASUN(SZ:300024) 2 1 Shi Ji Jing Ji Bao Dao·2025-09-29 02:25Core Viewpoint - The robotics ETF (159770) is experiencing fluctuations in trading, with a slight decline of 0.27% and a significant net inflow of over 530 million yuan in the past week, indicating strong investor interest in the robotics sector [1][2]. Group 1: ETF Performance - The robotics ETF (159770) recorded a trading volume of 1.12 billion yuan, ranking first among similar products in the Shenzhen market, with a real-time net subscription of 4.5 million units [1]. - The ETF tracks the CSI Robotics Index, which includes companies involved in system solutions, digital workshops, automation equipment manufacturing, and other robotics-related sectors [2]. Group 2: Company Developments - Beijing BOE Robotics Co., Ltd. was recently established with a registered capital of 200 million yuan, focusing on intelligent robot sales and AI software development, fully owned by BOE Technology Group [2]. - UQI, a subsidiary of UBTECH, signed a procurement contract worth 30 million yuan with Tianqi Automation for the Walker S series industrial humanoid robots, contributing to a total of 430 million yuan in contracts for the Walker series [3]. - UBTECH also secured a 250 million yuan contract for humanoid robot products from a well-known domestic enterprise, marking it as the largest contract for humanoid robots globally to date [3]. Group 3: Industry Outlook - According to Dongfang Securities, the humanoid robot industry is on the verge of mass production, with both domestic and international leaders expressing optimistic production forecasts and securing large orders [4]. - The industry is expected to enter a mass production phase next year, benefiting component manufacturers with strong manufacturing and management capabilities [4].