SIASUN(SZ:300024) 2 1 Shi Ji Jing Ji Bao Dao·2025-11-06 02:13Market Performance - On November 6, the indices strengthened, with the ChiNext Index rising over 1.00%, the Shanghai Composite Index increasing by 0.11%, and the Shenzhen Component Index up by 0.66% [1] ETF Insights - The Robot ETF (562360) rose by 0.65% as of the report date. As of November 5, the ETF had a circulating share count of 489 million and a circulating scale of 528 million yuan. Over the past 10 days, the ETF experienced net inflows on 9 occasions, accumulating 18.72 million yuan [2] Industry Outlook - The humanoid robot market in China is at a critical stage of industrialization, driven by favorable policies, technology, and capital. The market size is projected to reach approximately 1.254 billion yuan in 2024, with an expected growth from about 2.398 billion yuan in 2025 to 25.404 billion yuan by 2030, reflecting a compound annual growth rate of 60.33% [3] - The humanoid robot industry is anticipated to enter a phase of realization, supported by key developments such as Tesla's Gen3 model and the potential for the Optimus model to refine hardware technology routes. The focus is on companies with clear advantages in the T-chain and domestic supply chains, as well as new developments in dexterous hands [3]