SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-11-25 01:13Market Review - The Huaxia Sci-Tech AI ETF (589010) experienced a strong rebound after a dip, closing up 1.40% with over 80% of its constituent stocks in the green, led by Fuxin Software and Haitai Ruisheng, both rising over 7%, indicating strong resilience [1] - The Robot ETF (562500) showed a "V" shaped recovery, closing up 1.07% at 0.941 yuan, with over 80% of its constituent stocks also rising, including Hongying Intelligent and Dongjie Intelligent, both gaining over 5% [1] - The market saw robust trading activity with a total turnover exceeding 1.069 billion yuan and a turnover rate of 4.52%, reflecting continued net inflows over five consecutive trading days, suggesting strong recognition of the value in the robotics sector [1] Key News - On November 21, UBTECH won a bid for a humanoid robot data collection and testing center in Fangchenggang, Guangxi, with a contract value of 264 million yuan, expected to deliver the latest autonomous industrial humanoid robot Walker S2 by December [2] - The Ministry of Industry and Information Technology announced the committee members for the standardization of humanoid robots, with Wang Xingxing from Yushu Technology and Peng Zhihui from Zhiyuan Innovation as deputy directors [2] - Anthropic released its latest model, Claude Opus 4.5, with Microsoft integrating it into Microsoft Foundry, GitHub Copilot paid plans, and Microsoft Copilot Studio [2] Institutional Insights - Guojin Securities noted that automotive manufacturers and 3C brand companies are gaining competitive advantages due to their control over demand scenarios and hardware supply chains, while companies like Huawei, ByteDance, and Xiaomi, which possess both brainpower and hardware iteration capabilities, remain well-positioned in the robotics market [2] - The report suggests monitoring the progress of Tesla, Figure, Huawei, ByteDance, Xiaomi, and Zhiyuan in their robotics initiatives, as well as focusing on "ticket pricing" and technological iterations for industry opportunities [2]