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Market Review - The Huaxia Sci-Tech AI ETF (589010) showed strong performance, rising 2.26% and breaking through intraday moving average resistance, with significant gains in stocks like Hehe Information, which surged over 13% [1] - The Robot ETF (562500) experienced a mild recovery, closing up 0.52% at 0.960 yuan, with notable performances from stocks such as Yuntian Lifa, which rose nearly 7%, and other leading companies in the sector [1] - Overall trading activity remained active, with a total transaction volume of nearly 890 million yuan for the AI ETF and approaching 700 million yuan for the Robot ETF, indicating strong market engagement [1] Hot News - Yushu Technology announced the launch of a humanoid robot App Store, featuring user-generated content and preset actions, enhancing user interaction and functionality [2] - The Guangdong-Hong Kong-Macao Greater Bay Area AI and Robotics Industry Conference revealed that by November 2025, there will be over 3,700 AI and robotics companies in Guangdong, with a core industry scale projected at 220 billion yuan, reflecting a year-on-year growth of approximately 22% [2] - Green's Harmony CTO disclosed rapid advancements in humanoid robot joint technology, with market demand exceeding expectations and a rise in customized requests for multi-scenario functionalities [3] Institutional Views - Guojin Securities highlighted a dual acceleration in the embodied intelligence and humanoid robot industry in China, focusing on "technology implementation + ecosystem expansion" [4] - Companies like Zhongpan Robotics have launched humanoid robots starting at 180,000 yuan, marking a breakthrough in commercial pricing, while other firms are enhancing their supply chains and production capabilities [4] - Collaborations between companies such as Zengcao Travel and Yuesao Technology are integrating robotic technology into Robotaxi scenarios, indicating a trend towards ecosystem expansion [4] Popular ETFs - The Robot ETF (562500) is the only fund in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [5] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the brain of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation range and flexibility in small and mid-cap stocks [5]