Mei Ri Jing Ji Xin Wen·2025-11-21 05:51Group 1 - The Robot ETF (562500) is showing a strong rebound after a "V" shaped bottom formation, recovering most of the early losses, indicating strong resilience [1] - Despite a general pullback in constituent stocks, there are significant structural opportunities, with 25 constituent stocks, including Weichuang Electric, rising over 8% [1] - The ETF has seen an active trading volume of 1.273 billion yuan, with continuous net inflows of funds, solidifying its investment foundation [1] Group 2 - Everbright Securities predicts a fluctuating industry trend in 2025, with rapid style switching and a year-long focus on robot-themed investments [2] - The old-for-new policy provides effective support for total volume, but there is an imbalance in the funding structure [2] - The penetration rate of new energy vehicles is slowing, while autonomous driving policies and self-research technologies are progressing steadily, though interest has somewhat declined [2] - The robot theme is currently in a phase driven by information and expectation differences [2]