SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-11-04 06:27Core Viewpoint - The robot industry in China is experiencing significant growth, with revenue expected to double from 2020 to 2024, indicating strong investment opportunities in the sector [1][2]. Group 1: Market Performance - As of 9:54 today, the Robot ETF (562500) opened lower and is currently trading at 1.015 yuan, down 1.17% [1]. - The performance of constituent stocks is mixed, with 37 stocks rising and 36 falling; notable gainers include Haimeixing and Hongying Intelligent, which rose by 13.67% and 10%, respectively [1]. - The trading volume remains active, indicating a sustained market sentiment [1]. Group 2: Industry Growth - The 2025 China Robot Industry Development Conference will be held from November 10 to 12 in Shanghai, organized by the China Machinery Industry Federation [1]. - The industry revenue has grown from 106.1 billion yuan in 2020 to an expected 237.89 billion yuan in 2024, achieving a doubling of revenue [1]. - In the first three quarters of this year, the industry revenue increased by 29.5%, with industrial robot production reaching 595,000 units and service robot production at 13.5 million units, both exceeding the total production expected for 2024 [1]. Group 3: Investment Opportunities - Guohai Securities highlights that the rise of humanoid robots presents a significant investment opportunity, potentially opening a market space larger than that of automobiles [2]. - The humanoid robot industry is expected to undergo a "from 0 to 1" transformation, with ongoing product iterations and business collaborations [2]. - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments including humanoid, industrial, and service robots [2].