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APEC 上王兴兴谈机器人潜力,鼎智核心零部件小批量出击!

Market Overview - The Sci-Tech AI ETF Huaxia (589010) declined by 1.11%, underperforming the broader market, with a trading volume of approximately 37.48 million shares and a turnover of 5.294 billion yuan [1] - The Robot ETF (562500) slightly decreased by 0.19%, closing at 1.027 yuan, with a trading volume of about 9.02 billion yuan, indicating moderate trading activity [1] Industry Insights - Chinese technology companies are seen as a vital link connecting the world, contributing solutions while learning from global advancements, especially in the AI-driven robotics sector, which is viewed as a significant growth engine for the future [2] - The humanoid robot sector in China is experiencing active investment and financing, with 127 disclosed financing events amounting to 36.4 billion yuan from January to August 2025, reaching 1.8 times the total for 2024 [4] Company Developments - Dingzhi Technology is positioning itself as a core component supplier in the humanoid robot field, with stable orders from clients like Zhiyuan Robotics and multiple sample deliveries to various manufacturers [2] - Pingzhi Information has signed over 2.4 billion yuan in orders related to computing power business, with successful deployment of related server projects [3]