SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-11-04 03:11Core Viewpoint - The robotics sector in China is experiencing rapid growth, with significant increases in revenue and production, despite a recent market adjustment in robotics stocks [1] Industry Summary - The National Robotics Industry Index has decreased by 2.6% as of 10:41 AM, indicating a collective adjustment in robotics concept stocks [1] - The EasyOne Robotics ETF (159530) saw a net subscription of 55 million units during the market dip, continuing a trend of net inflows for 10 consecutive trading days, totaling 880 million yuan [1] - In the first three quarters of this year, China's robotics industry achieved a revenue growth of 29.5% year-on-year, with notable advancements in production, technology, and market expansion [1] - The integration of artificial intelligence with robotics is becoming a key trend, enhancing the capabilities of robots across various sectors, including production, daily life, and social governance [1] Company Summary - The National Robotics Industry Index focuses on core components and humanoid robots, with humanoid robot-related stocks accounting for nearly 80% of the index, positioning them to benefit from the growth in the humanoid robotics sector [1] - The EasyOne Robotics ETF (159530) has a current scale of approximately 13 billion yuan, making it the largest product tracking this index, with good liquidity to facilitate investor access to the robotics industry chain [1]