Desay SV(SZ:002920) Mei Ri Jing Ji Xin Wen·2025-11-20 01:19Group 1 - The AI ETF from Huaxia experienced a decline of 0.82%, closing at 1.329 yuan, with a majority of holdings showing losses, while only a few stocks like Han's Robot showed resilience with a 0.4% increase [1] - Despite the market adjustment, there was a strong enthusiasm for capital allocation, with a turnover rate of 9.09% and a trading volume close to 2 billion yuan, indicating confidence in the AI sector's rebound [1] - The Robot ETF also saw a decline of 0.83%, closing at 0.955 yuan, but notable performers included Hongying Intelligent, which rose by 5.63%, and Dongjie Intelligent, which increased by 4.78% [1] Group 2 - The first intelligent robot 4S store in Hunan opened in Changsha, showcasing over ten types of robots in various operational roles, indicating a growing market for intelligent robotics [2] - Desay SV's announcement of new project orders from international car manufacturers and the launch of the AI Cube for robotics applications highlights the integration of AI in the automotive and robotics sectors [2] - Zhaomin Technology plans to invest up to 2.17 billion yuan in a new automotive parts production base in Thailand to meet the localization supply chain demands of clients in the electric vehicle and intelligent robotics sectors [3] Group 3 - According to招商证券, the highest cost components in humanoid robots are the leg and hand systems, which together account for over 40% of total costs, emphasizing the complexity and importance of these systems in robotic design [3] - The report indicates that the cost structure of humanoid robots is heavily focused on motion drive and operational execution systems, suggesting that lightweight materials and modular designs will be key to future cost reductions [3]