SIASUN(SZ:300024) Ge Long Hui A P P·2025-10-20 01:58Core Viewpoint - The robotics sector is experiencing significant growth, driven by strong stock performance and substantial order inflows, particularly in humanoid robots, with key developments in both domestic and international markets [1][2]. Group 1: Market Performance - The robotics sector saw a strong opening, with companies like Yujin Intelligent, Nanjing Network Technology, and Yijiahe rising by 7%, 5.29%, and 4% respectively, contributing to a 2.01% increase in the Southern Robotics ETF (159258) [1]. - The Southern Robotics ETF has attracted significant capital, with a net inflow exceeding 343 million yuan over the past 20 trading days [1]. Group 2: Key Developments - UBTECH won a procurement project for the "Guangxi Embodied Intelligent Data Collection and Testing Center Equipment," with an order value of 126 million yuan, following a previous record order of 250 million yuan in September [1]. - UBTECH's Walker series humanoid robots have secured over 630 million yuan in orders for the year [1]. Group 3: Industry Outlook - CITIC Securities highlights that the fourth quarter is a crucial period for the humanoid robot sector, coinciding with expectations for the production and changes related to Tesla's third-generation Optimus robot [2]. - The domestic supply chain is expected to release continuous updates regarding capital operations, order shipments, and practical applications in Q4 [2].