MAE(SZ:002009) Mei Ri Jing Ji Xin Wen·2025-11-05 08:31Group 1 - The Robot ETF (562500) is currently trading at 0.988 yuan, with a decline of 1.30%. The ETF briefly peaked at 0.998 yuan after opening but has shown signs of pressure, trading below the intraday moving average. Among the 73 constituent stocks, only 14 have risen while 59 have fallen, indicating significant structural differentiation [1] - Tianqi Co., Ltd. announced a strategic cooperation framework agreement with Foxconn's New Energy Vehicle Industry Development (Henan) Co., Ltd. The collaboration focuses on the research and application of embodied intelligent robots, with plans to deploy no less than 2,000 units within Foxconn's automotive manufacturing system over the next five years. This agreement is an intention document and does not involve specific transaction amounts [1] Group 2 - CITIC Securities expresses a strong outlook for the humanoid robot trend, emphasizing the importance of T-chain and domestic chain companies. The humanoid robot industry is on the verge of a significant trend, supported by key milestones such as Tesla's Gen3 finalization and mass production. The market is expected to gradually enter a phase of validation, with a focus on core targets that have clear advantages in the T-chain [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 robots, industrial robots, and service robots, allowing investors to easily access the upstream and downstream industrial chain of robotics [2]