LY iTECH(SZ:002600) Mei Ri Jing Ji Xin Wen·2025-10-28 01:02Market Review - The Huaxia Sci-Tech AI ETF (589010) increased by 1.09%, with a trading volume of 1.28 billion yuan, reflecting strong investor confidence in the AI sector's long-term growth [1] - The Robot ETF (562500) rose by 1.17%, with a trading volume of 14.65 billion yuan, indicating active market sentiment [1] - Among the holdings, Xinhang Technology surged over 16%, while a few stocks like Hengxuan Technology faced slight pressure [1] Hot News - JD Logistics plans to purchase 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years to enhance its logistics supply chain [2] - Lingyi Intelligent Manufacturing (002600) reported significant orders in the robotics sector, including over a hundred assembly orders from leading clients, showcasing its capability in mass production [2] - Anhui Aide Future Intelligent Technology Co., Ltd. has undergone a business change, increasing its registered capital from approximately 25.12 million yuan to about 28.09 million yuan, with new shareholders including Ant Group [2] Institutional Views - Xiangcai Securities emphasizes investment in humanoid robots should focus on three areas: technological breakthroughs, application scenarios, and global layout, highlighting the importance of innovation and ecosystem integration [3] - The industry is expected to exhibit characteristics of hardware standardization, software intelligence, and fragmented scenarios, with companies capable of full-chain innovation leading growth [3] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion, providing the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Huaxia Sci-Tech AI ETF (589010) captures the "singularity moment" of the AI industry with a 20% fluctuation limit and flexibility in small and mid-cap stocks [4]