Sou Hu Cai Jing·2025-11-18 05:20Group 1 - The National Robot Industry Index decreased by 0.7%, while the China Securities Intelligent Electric Vehicle Index fell by 1.6%. In contrast, the China Securities Consumer Electronics Theme Index rose by 0.4%, and the China Securities Internet of Things Theme Index increased by 0.3% [1][4][8] - The EasyOne ETF for robots saw a net subscription of 12 million units in half a day, indicating strong investor interest in the sector [1] - Huajin Securities believes that with the release of Xpeng's IRON, the industrialization of humanoid robots is accelerating, and the design of fully covered flexible skin and specific humanoid shapes may become the next trend in humanoid robots [1] Group 2 - The Intelligent Electric Vehicle Index is expected to represent a significant direction for embodied intelligence, covering various industry chain links including power systems, perception systems, decision systems, execution systems, communication systems, and vehicle production [4] - The Consumer Electronics Index focuses on AI hardware, which is currently a major category of smart terminal products, involving companies engaged in component production and complete brand design and manufacturing [6]