SIASUN(SZ:300024) Xin Lang Cai Jing·2025-10-31 02:27Core Viewpoint - The robot ETF (562500) is experiencing a technical rebound with a current price of 1.036 yuan, up 0.68%, indicating strong market participation and structural performance among its holdings [1]. Group 1: Market Performance - The robot ETF has seen 61 stocks rise and only 12 decline, showcasing a clear structural performance [1]. - Notable gainers include Dongjie Intelligent, Aisidun, and Hanchuan Intelligent, each with over 4% increase, while Stone Technology faced a 10% decline [1]. - Trading activity remains robust, with nearly 300 million yuan in transaction volume within the first half hour of trading [1]. Group 2: Strategic Developments - A strategic partnership has been established between Jiji Vision and the Hubei Humanoid Robot Innovation Center to create a "world model-driven virtual-physical integrated intelligent data factory" [1]. - The collaboration includes the launch of the GigaBrain-0 model, which focuses on visual-language-action (VLA) data generation [1]. Group 3: Industry Outlook - According to Macao Securities, domestic humanoid robot manufacturers are expected to gain a competitive edge during the mass production phase, with a recommendation to focus on domestic manufacturers and their supply chains [1]. - The year 2025 is projected to be a pivotal year for the commercialization of humanoid robots, with the domestic market identified as the best early-stage market due to its complete supply chain and high-quality labor [1].