SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-11-27 22:20Group 1: Development of Embodied Intelligence Industry - The National Development and Reform Commission (NDRC) aims to promote the healthy and standardized development of the embodied intelligence industry through three main strategies: establishing industry standards and evaluation systems, accelerating key technology breakthroughs, and promoting infrastructure construction for training and pilot testing [1][2]. Group 2: Human-shaped Robot Market Insights - The human-shaped robot industry is experiencing rapid growth, with a predicted market size reaching 100 billion yuan by 2030, driven by innovation and demand [2]. - There are currently over 150 human-shaped robot companies in China, with more than half being startups or companies from other sectors, which raises concerns about product redundancy and market saturation [2]. Group 3: Six-Dimensional Force Sensor Market - The market for six-dimensional force sensors, crucial for real-time precise force control in human-shaped robots, is witnessing explosive growth, with an expected shipment of 12,300 units this year, a year-on-year increase of 510.1% [3]. - The market is becoming increasingly concentrated, with leading companies holding over 70% market share, specifically Blue Dot Touch with a market share of 72.6% [3]. Group 4: Infrastructure REITs Expansion - The NDRC is actively promoting the expansion of infrastructure Real Estate Investment Trusts (REITs) to include urban renewal facilities, hotels, sports venues, and commercial office facilities [6]. - The NDRC plans to enhance collaboration with the China Securities Regulatory Commission to optimize project application processes and support more eligible projects for issuance [6]. Group 5: Special National Bonds for Investment Projects - The NDRC has allocated 80 billion yuan in special long-term bonds to support 1,465 and 1,459 "hard investment" projects in the last two years, reflecting a strategic and forward-looking approach [8]. Group 6: Growth of ETFs in the Market - The number of billion-yuan ETFs has reached a historical high of 119, with the total market size of ETFs at 5.69 trillion yuan, indicating a strong trend in the ETF market [10]. - The majority of new billion-yuan ETFs are bond ETFs, with significant contributions from major players in the market [10].