SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-10-22 02:23Market Review - The Huaxia Sci-Tech AI ETF (589010) showed strong performance on October 21, closing at 1.419 yuan, up 3.13%, outperforming the Shanghai Sci-Tech AI Index (+2.99%) and the Shanghai Index (+1.36%) [1] - The ETF opened at 1.392 yuan and maintained an upward trend throughout the day, with 28 constituent stocks rising and only one declining, led by Cambricon with a 6.86% increase [1] - The trading volume was active, with a total turnover of 138 million yuan and a volume of 98.41 million shares [1] - The Robot ETF (562500) also performed well, closing up 1.82%, slightly outperforming the CSI Robot Index (+1.77%) and significantly better than the Shanghai Index (+1.36%) [1] - Among the holdings, 69 stocks rose, with four declining, and notable gains were seen in CITIC Heavy Industries and Koyuan Wisdom, both hitting the daily limit [1] - The total trading volume for the Robot ETF reached 1.3275 billion yuan [1] Hot News - Yushu launched a quadruped robot training platform aimed at education, focusing on a comprehensive talent cultivation and certification system for embodied intelligent robot technology [2] - OpenAI is set to release a new AI-integrated web browser, ChatGPT Atlas, initially for Mac users, which may disrupt the competition with Chrome and Safari [2] - The Zhejiang Province's action plan aims to cultivate 10 leading intelligent agent development platforms and achieve over 70% application penetration by 2027, with a target of over 90% by 2030 [3] Institutional Views - Huatai Securities recommends focusing on investment opportunities in the quadruped robot body and payload supply chain, highlighting the military quadruped robot industry [4] - The industry is divided into the body (similar to limbs and cerebellum) and payload (akin to the brain and tools), with military state-owned enterprises primarily involved in overall design and assembly [4] - Companies like Jingye Intelligent are expected to benefit from the growth of military quadruped robots through secondary development to meet specialized application needs [4] 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 [5] - The Huaxia Sci-Tech AI ETF (589010) is described as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation and small-cap elasticity [5]