SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-10-14 06:37Core Viewpoint - The robotics sector is experiencing short-term volatility, with the Robotics ETF (562500) down by 3.99%, but there remains strong long-term interest from investors in the industry, as evidenced by active trading with a transaction volume exceeding 1.4 billion yuan [1]. Market Performance - As of 14:27, out of 73 stocks in the Robotics ETF, 72 stocks declined, with leading declines from Zhongkong Technology, Green Harmony, and Mingzhi Electric, each dropping over 7% [1]. - Despite the downturn, the trading activity remains robust, indicating ongoing investor confidence in the robotics sector [1]. Export Growth - The General Administration of Customs reported a 54.9% increase in the export of industrial robots in the first three quarters, reflecting the growing international demand for Chinese-manufactured robots [1]. Investment Opportunities - Guohai Securities highlighted that the wave of electrification and intelligence is leading to the emergence and iteration of humanoid robot products, which could open up a market space broader than that of automobiles, presenting significant investment opportunities in the humanoid robot industry [1]. - The humanoid robot industry is expected to experience a "ChatGPT moment," indicating a pivotal shift towards large-scale production and commercial application [1]. ETF Overview - The Robotics ETF (562500) is the only robotics-themed ETF in the market with a scale exceeding 20 billion yuan, covering various sub-sectors including humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robotics supply chain [1].