OLYMPIC(SH:603920) Mei Ri Jing Ji Xin Wen·2025-10-20 01:28Market Review - The Huaxia Sci-Tech AI ETF (589010) experienced a decline of 3.87% on October 17, closing at 1.368 yuan, below the moving average, indicating technical pressure [1] - The trading volume reached 283 million yuan, showing moderate increase compared to previous periods, with overall market activity remaining vibrant [1] - All 30 constituent stocks fell, reflecting a generally pessimistic sentiment in the sector, with notable declines from Daotong Technology (-7.46%), Anlu Technology (-7.04%), and Xinyuan Co. (-6.84%) [1] - The Robot ETF (562500) also fell by 3.55%, mirroring the decline of the CSI Robot Index (-3.57%) [1] - The ETF showed a high open and low close pattern, stabilizing around 0.97 yuan after breaking below the short-term moving average [1] - The trading volume was approximately 1.615 billion shares, with a turnover of about 1.6 billion yuan, indicating sustained trading activity [1] - Among the 73 constituent stocks, only 5 rose while 68 fell, with Dongjie Intelligent and Jingye Intelligent showing slight increases, while Jingpin Special Equipment, Keda Intelligent, and Yijiahe had the largest declines [1] - The manufacturing automation and intelligent equipment sectors generally retreated, with increased individual stock differentiation [1] - The net inflow of ETF shares fluctuated significantly over the past five days [1] Hot News - UBTECH recently signed a humanoid robot procurement contract worth over 32 million yuan with a well-known listed automotive technology company, with the Walker series accumulating nearly 500 million yuan in orders [2] - The series features autonomous battery swapping technology and AI dual-loop capabilities, gradually being applied in smart manufacturing and logistics [2] - Shiyun Circuit (603920) has mastered high-density interconnect PCB technology suitable for humanoid robot central domain control systems, with full-process R&D and mass production capabilities [2] - These products meet the demands for high-performance chips, multi-channel signal synchronization, and low-latency response, with stability improved through material and process optimization [2] - The company is collaborating with a leading North American humanoid robot enterprise to prepare for mass production and has reached agreements with three domestic leading companies, with one already in small-batch supply stage [2] - Yongmaotai (605208) has formed a strategic partnership with a leading domestic humanoid robot company to advance new material R&D and industry standard formulation in the actuator and joint component field, accelerating robot technology applications in automotive scenarios, though short-term revenue and profit impacts are expected to be minimal [2] Institutional Views - Huaxi Securities (002926) believes that with the accelerated layout of domestic and foreign enterprises and breakthroughs in AI technology, humanoid robots are expected to reach a mass production tipping point [3] - Driven by cost reduction demands, there is a strong domestic replacement demand for core components of humanoid robots, indicating a broad market space [3] - Domestic enterprises that achieve breakthroughs first are expected to benefit significantly, with a focus on the accelerated release of domestic robots and robotic dogs driving industry chain demand [3] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robot industry chain, facilitating investors' one-click layout in the Chinese robot sector [4] Featured ETFs - The Huaxia Sci-Tech AI ETF (589010) is described as the "brain" of robots, with a 20% fluctuation limit and small-cap elasticity, aiming to capture the "singularity moment" of the AI industry [5]