SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-10-15 06:27Core Viewpoint - The robot ETF (562500) is experiencing strong momentum, with a current increase of approximately 1.88%, indicating a positive market sentiment towards the robotics sector [1]. Market Performance - The robot ETF saw a trading volume of 11.85 billion yuan, with 67 out of 73 constituent stocks rising, showcasing a robust market recovery [1]. - Notable gainers include Nanwang Technology, Zhongdali De, and Jiangsu Leili, with some stocks rising over 4% [1]. - Only 6 stocks declined, with Hongxun Technology and Haide Control experiencing minor pullbacks of less than 2% [1]. Industry Insights - An article from the People's Daily highlights the significant market potential and development space for embodied intelligence in China, while also acknowledging the challenges it faces in technology, ecology, scenarios, and ethics [1]. - Key technological challenges include shortcomings in foundational research, reliance on imported high-end hardware, and insufficient domestic capabilities in core software [1]. Company Developments - Minsheng Securities emphasizes the importance of the securitization process for domestic robot manufacturers [1]. - Companies like Yushu Technology are set to submit IPO materials by Q4 2025, while Zhiyuan Robotics is acquiring a stake in Wewai New Materials, indicating a trend of accelerated securitization among leading domestic humanoid robot manufacturers [1].