SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-11-21 06:32Core Viewpoint - The A-share technology sector experienced a collective decline, while the robotics industry index showed signs of recovery, indicating a potential shift in investor sentiment towards the robotics sector [1]. Group 1: Market Performance - The National Robotics Industry Index fell by 0.8% as of 13:57, but the decline was significantly narrowed compared to earlier in the day, suggesting a clear attitude of capital accumulation [1]. - The E Fund Robotics ETF (159530) saw a net subscription of approximately 150 million units during the trading session, reflecting strong investor interest [1]. Group 2: Company Developments - Figure announced the retirement of its F.02 robot, which had been deployed for 11 months, including 6 months on BMW's production line, where it handled over 90,000 parts and operated for more than 1,250 hours, producing over 30,000 X3 vehicles [1]. - Figure also introduced a new generation hardware update, the F.03, which aims to enhance the reliability of the robotic system, supporting the long-term development of humanoid robots in industrial applications [1]. Group 3: Industry Trends - The National Robotics Industry Index has a significant focus on humanoid robots, with nearly 80% of its component stocks related to humanoid robots and core components, positioning it to benefit more from the trends in the humanoid robotics industry [1]. - The E Fund Robotics ETF (159530) has a current scale exceeding 11 billion yuan, making it the largest ETF tracking this index, providing good liquidity and a convenient tool for investors to access the humanoid robotics industry chain [1].