SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-10-23 08:26Core Viewpoint - The robotics industry is experiencing a short-term adjustment after a strong performance in September, with the National Robotics Industry Index showing a decline of 1.3% as of 10:25 AM. This adjustment is attributed to external disturbances affecting the technology growth sector, leading to profit-taking by investors [1]. Group 1: Market Performance - The National Robotics Industry Index has seen a decline of 1.3% after three consecutive days of gains [1]. - The E Fund Robotics ETF (159530) has attracted nearly 200 million yuan in net inflows yesterday and over 6.5 billion yuan since September, making it the largest in its category [1]. Group 2: Industry Developments - The International Conference on Intelligent Robots and Systems has commenced, showcasing the latest humanoid robots, including the GR-3 and the open-source humanoid robot N1 from Fourier. The GR-3 introduces the "Care-bot" concept, integrating biomimetic design with multimodal interaction capabilities [1]. - The current focus of the National Robotics Industry Index is on humanoid robots and core components, with related stocks accounting for nearly 80% of the index weight, indicating a strong alignment with future trends in the humanoid robotics sector [1]. Group 3: Investment Insights - CITIC Securities believes that the humanoid robot sector has returned to normal fundamentals after a September rally, and the recent pullback may present a buying opportunity due to liquidity fluctuations. Stocks with better-than-expected third-quarter performance and advancements in robotics are recommended for investment [1]. - Investors interested in the robotics sector can leverage the E Fund Robotics ETF (159530) to gain exposure to investment opportunities within the industry [1].