SIASUN(SZ:300024) 2 1 Shi Ji Jing Ji Bao Dao·2025-10-21 02:52Core Insights - The robotics sector is experiencing increased attention from investors, driven by new product launches and significant orders from leading companies [1][3] - The robot index ETF (560770) has seen substantial inflows, indicating strong market interest and confidence in the sector's growth potential [1][2] Group 1: Company Developments - Yushu Technology launched a new bionic robot, showcasing skills such as dancing and martial arts, which highlights innovation in the sector [1] - Figures AI released its third-generation humanoid robot, Figure03, targeting household applications, marking a shift towards practical applications of humanoid robots [2] - Recent product launches and important orders from leading humanoid robot companies indicate rapid commercialization within the domestic market [3] Group 2: Market Trends - The robot index ETF (560770) has attracted over 5.6 billion yuan in inflows over the past seven trading days, with a total net inflow of 9.88 billion yuan since September, reaching a new high of 18.91 billion yuan [1][2] - The domestic robotics industry is entering a phase of integrated development, with a growing ecosystem that includes R&D, manufacturing, and application [2] - The projected growth rates for the net profit of the index constituents are 43.70%, 35.41%, and 24.42% for the years 2025, 2026, and 2027, respectively [2] Group 3: Policy Support - Cities like Hangzhou and Chengdu are reaffirming their commitment to support the development of robotics companies, with specific targets for industrial output and legislative support [1] - Hangzhou aims for a total industrial output of over 20 billion yuan for various intelligent robot manufacturers by 2027 [1] - Chengdu has launched a venture capital fund with an initial scale exceeding 10 billion yuan, focusing on humanoid robots and other future industries [1]