Mei Ri Jing Ji Xin Wen·2025-11-03 05:46Core Viewpoint - The robotics industry is experiencing a mixed market response, with the domestic robot industry index declining by 1.3%, while the ETF for robotics is seeing significant inflows, indicating investor interest in the sector despite short-term adjustments [1]. Group 1: Market Performance - The Guozheng Robotics Industry Index fell by 1.3% as of the midday close, while the E Fund Robotics ETF (159530) saw a net subscription of 10 million shares during the day [1]. - The E Fund Robotics ETF has recorded net inflows for nine consecutive trading days, totaling over 800 million yuan [1]. Group 2: Industry Developments - Domestic humanoid robot company Leju Intelligent has completed its listing guidance filing, with expectations to finish guidance by the first half of 2026, potentially boosting the upstream component manufacturers in the domestic robotics supply chain [1]. - Tesla is set to hold its 2025 annual shareholder meeting on November 7, where key updates on the Optimus project, including production capacity and strategic plans, are anticipated, clarifying the timeline for the commercialization of humanoid robots [1]. Group 3: Investment Trends - Analysts suggest that after significant gains in computing power sectors, funds are actively seeking investment opportunities in industries with clear trends and relatively limited prior increases, making humanoid robots a focal point for "buying low" strategies [1]. - The E Fund Robotics ETF (159530) tracks an index with a strong emphasis on humanoid robots, with nearly 80% of its component stocks focused on humanoid robots and core components, positioning it to benefit from the trends in the humanoid robotics industry [2].