SIASUN(SZ:300024) Xin Lang Cai Jing·2025-10-16 08:14Group 1 - The robotics sector experienced a pullback influenced by rumors, but there was a counter-trend inflow of funds, with the Penghua Robotics ETF (159278) seeing a net subscription of 47 million units today, marking six consecutive days of net subscriptions [1] - Institutions noted that the T-chain capacity is being set up in Southeast Asia, and the US-China tariffs are considered a misfire; even with a potential 100% tariff on China, the development of the robotics industry remains unaffected. The market saw a nearly 20% pullback in October due to the tariff news, presenting a golden investment opportunity [1] - There is no need to focus on rumors regarding a core enterprise's order numbers, as the trend for a significant increase in production next year has been confirmed. The T-chain is expected to ramp up production in the second half of 2026, with a capacity of 1,000 to 10,000 units per week, translating to an annual output of 50,000 units at the lower estimate [1] - In terms of domestic developments, there have been 1.7 billion yuan in domestic robot orders from June to October 2025, with expectations for commercialization next year to exceed forecasts, particularly for companies like Yushu Chain and Figure Chain [1] Group 2 - As of October 16, 2025, the National Robotics Industry Index (980022) showed mixed performance among its constituent stocks, with Keda Intelligent (300222) leading with a 1.03% increase, while Sanfeng Intelligent (300276) fell by 6.59% [2] - The Penghua Robotics ETF (159278) closely tracks the National Robotics Industry Index, which reflects the price changes of listed companies in the robotics sector on the Shanghai and Shenzhen stock exchanges [2] - As of September 30, 2025, the top ten weighted stocks in the National Robotics Industry Index included Shuanghuan Transmission (002472), Ecovacs (603486), and Stone Technology (688169), with these ten stocks accounting for 42.28% of the index [2]