优必选回应量产交付特效指控，机器人ETF(562500) 早盘弱势震荡，成分股普遍承压

Group 1 - The Robot ETF (562500) opened slightly lower and experienced a downward trend, with the latest price at 0.961, reflecting a decline of approximately 0.52% [1] - The structure of the holdings shows more stocks declining than rising, with only 13 stocks up and 60 down, indicating a weak sentiment within the sector [1] - Despite the overall weakness, some stocks like Yijiahe, Haimeixing, and Jingye Intelligent showed strength against the trend [1] Group 2 - Minsheng Securities highlights that Tesla's mass production process and technological iterations remain the core focus in the medium term [2] - Domestic robot manufacturers, such as Yushu Technology, are expected to enter the IPO stage, which could serve as a new catalyst for the industry [2] - The report emphasizes the importance of focusing on the certainty of Tesla's mainline, significant updates from other core manufacturers, and the valuation restructuring of leading automotive robot manufacturers [2]