SIASUN(SZ:300024) Sou Hu Cai Jing·2025-11-19 05:12Group 1 - The core viewpoint indicates that the robotics industry is expected to enter a significant growth cycle over the next decade, driven by humanoid robots as the best carriers of AI technology [1] - The National Robotics Industry Index decreased by 1.4%, while the Consumer Electronics Theme Index fell by 0.7%, and the Internet of Things Theme Index dropped by 0.2%. In contrast, the Intelligent Electric Vehicle Index saw a slight increase of 0.02% [1] - Dongwu Securities predicts that by 2025, robots will achieve small-scale mass production, with rapid iteration and expansion of components, leading to an accelerated industry chain explosion by 2026 [1] Group 2 - The Intelligent Electric Vehicle Index is expected to represent a key direction for embodied intelligence, covering various industry chain segments including power systems, perception systems, decision-making systems, execution systems, communication systems, and vehicle production [4] - The Consumer Electronics Theme Index focuses on AI hardware, which is currently the main category of smart terminals, comprising stocks of companies involved in component production and complete product design and manufacturing [6]