SIASUN(SZ:300024) Ge Long Hui A P P·2025-12-22 02:32Core Viewpoint - The humanoid robot sector is experiencing significant growth, with a notable increase in investment and interest driven by recent events and reports [1] Group 1: Market Performance - The robot ETF (159770) saw its benchmark index rise by 1.3%, with a net subscription of 4.5 million shares, marking seven consecutive days of net inflow, totaling 300 million yuan [1] - The largest robot ETF in the Shenzhen market has recorded a net inflow of 8.212 billion yuan this year, with a current scale of 9.8 billion yuan, aiming for a 10 billion yuan milestone [1] Group 2: Key Events and Reports - A video of Yush Robot performing a backflip at a concert by Wang Leehom went viral, receiving a notable mention from Elon Musk, who expressed being impressed [1] - Morgan Stanley's report titled "2026 Outlook: The Horizon of Humanoid Robots" has fueled discussions in the sector, highlighting several catalysts expected to drive growth in early 2026, including the release of Tesla's Optimus Gen 3, potential supportive policies in the U.S., technological breakthroughs, and the entry of tech giants [1] Group 3: Company Developments - UBTECH has won a bid for a nearly 60 million yuan data collection project in the Greater Bay Area, with all products being its industrial humanoid robot Walker S2, and the annual orders for humanoid robots are projected to reach nearly 1.4 billion yuan by 2025 [1] - The ETF tracks the CSI Robot Index, covering multiple segments of the humanoid robot industry chain, including leading domestic companies such as Yush Chain, Zhiyuan Chain, UBTECH Chain, Huawei Chain, Xiaomi Chain, and Tesla Chain [1]