2 1 Shi Ji Jing Ji Bao Dao·2025-11-14 01:32Market Performance - The market experienced a significant rally on November 13, with major indices closing higher; the Shanghai Composite Index reached a ten-year high, while the ChiNext Index rose over 2% [1] - By the end of the trading day, the Shanghai Composite Index increased by 0.73%, the Shenzhen Component Index rose by 1.78%, and the ChiNext Index gained 2.55% [1] ETF Highlights - The Robot ETF (159770) tracking the CSI Robot Index closed up by 0.74% with a trading volume of 228 million yuan on November 13 [1] - The Robot ETF (159770) saw a net subscription of 18 million units on November 12, bringing its total scale to 9.797 billion yuan [1] - The Robot ETF has experienced continuous net inflows for 20 consecutive trading days, accumulating over 1.68 billion yuan [1] Chip Sector Insights - The Chip ETF Tianhong (159310) tracking the chip industry index rebounded with a nearly 2% increase [2] - The Chip ETF has seen significant capital inflow, with net inflows for four consecutive trading days, totaling over 10 million yuan [2] - The chip industry is expected to see a 37.62% year-on-year growth in net profit attributable to shareholders in the first half of 2025, driven by policy support and surging demand [2] Robotics Industry Developments - The global first batch of cyber store clerks began operations in Shenzhen on November 11, indicating advancements in AI and robotics [3] - Michael Spence, a Nobel laureate, noted that the AI development gap between China and the U.S. is narrowing, with both countries accelerating their advancements [3] - The humanoid robot industry is progressing rapidly, with companies like Tesla, Xiaopeng, and Leju Intelligent releasing new humanoid robots [4] - The humanoid robot supply chain is categorized into three main segments: "brain—body—whole machine integration," with the core value concentrated in the midstream components [3]