Market Overview - The Huaxia AI ETF (589010) experienced a strong surge, rising over 1.1% on November 18, with its net value stabilizing above 1.34 yuan. The sector showed bullish sentiment, led by Jingchen Co., which increased by over 11%, while other key components like Foxit Software and Haitai Ruisheng rose by more than 3% [1] - The liquidity in the ETF market was robust, with trading volume exceeding 110 million yuan, indicating active market participation. The Robot ETF (562500) showed a slight decline of 0.31%, demonstrating some resilience despite overall cautious sentiment in the sector [1] - Individual stocks like Hongying Intelligent and Yijiahe saw gains of over 3% and 2%, respectively, providing support to the sector. The ETF trading volume surpassed 900 million yuan, reflecting ongoing active trading and a positive signal of capital accumulation during market fluctuations [1] Key News - UBTECH responded to claims regarding the production video of its humanoid robot Walker S2, asserting that the video was a genuine representation of the delivery of hundreds of full-size industrial humanoid robots, countering allegations of it being CGI [2] - Ningbo Fangzheng signed a strategic cooperation agreement with Ningbo Huaxiang Qiyuan Technology Co., focusing on the development and mass production of precision structural components and joint modules for Huaxiang Qiyuan's robot products [2] Industry Insights - The Ministry of Industry and Information Technology issued guidelines for high-standard digital park construction, emphasizing the importance of digital transformation in enterprises. The guidelines aim to enhance productivity through the integration of new-generation information technology and promote the deployment of industrial robots and smart manufacturing equipment [3] - CITIC Securities highlighted that the humanoid robot industry is entering a mass production phase, with expected annual shipments reaching tens of thousands. Domestic manufacturers are advancing faster in production and application across various sectors, including commercial guidance and industrial handling [4]