Xin Lang Cai Jing·2025-09-29 03:54Group 1 - The robotics sector is expected to experience significant catalysts, with key events including the submission of listing materials by Yushu in October, the launch of a new generation humanoid robot by Xiaopeng on October 24, Tesla's shareholder meeting on November 6, the release of Optimis 3 by Tesla in November-December, Nvidia showcasing humanoid robots in collaboration with Foxconn in November, and potential over-expectation from Xiaomi's humanoid robot in December [1] - According to Dongfang Securities, the industry is likely to enter a mass production phase next year, driven by leading domestic and international humanoid robot companies, with component manufacturers possessing excellent manufacturing and management capabilities benefiting the most [1] - As of September 29, 2025, the Guozheng Robotics Industry Index (980022) rose by 1.90%, with component stocks such as Top Group (601689) up by 8.36%, Tianzhihang (688277) up by 7.23%, and Nanjing Network Technology (688248) up by 6.75% [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the Guozheng Robotics Industry Index (980022) include Stone Technology (688169), Ecovacs (603486), Robot (300024), Double Ring Transmission (002472), Green Harmonics (688017), Estun (002747), Top Group (601689), TuoStar (300607), Mingzhi Electric (603728), and Huichuan Technology (300124), collectively accounting for 41.12% of the index [2]