SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-12-29 01:48Market Review - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) closed at 1.359 yuan on December 26, with a daily increase of 0.37%. The fund showed strong upward elasticity during the day, with 15 constituent stocks rising against the trend, including Youke De-W which surged nearly 20% and hit the daily limit. Other AI core stocks like Haitai Ruisheng, Yaxin Security, Weisheng Information, and Fudan Microelectronics also rose over 3%, significantly supporting the net value performance. Daily trading volume exceeded 64 million yuan, indicating strong market resilience and liquidity [1] - The Robot ETF (562500) closed slightly up by 0.10%, successfully maintaining a key support level. The constituent stocks exhibited a multi-point growth pattern, with 27 stocks rising and 39 falling. Notably, Weichuang Electric surged over 8%, and Haozhi Electromechanical (300503) rose over 7%, stimulating market enthusiasm for the humanoid robot industry chain. The daily trading volume surpassed 1.5 billion yuan, with a turnover rate close to 6%, providing ample liquidity for institutional and individual investors [1] Hot News - On December 26, the establishment meeting of the Humanoid Robot and Embodied Intelligence Standardization Technical Committee was held in Beijing, with announcements made by officials from the Ministry of Industry and Information Technology [2] - Recently, UBTECH won bids for two projects: the Bay Area Data Collection Center for Humanoid Robots in Huizhou, with a bid amount of 59.62 million yuan, and the procurement project for the Embodied Intelligence Technology Center in Hohhot, with a bid amount of 77.8 million yuan, totaling over 120 million yuan. By 2025, UBTECH's total order amount for humanoid robots is expected to reach nearly 1.4 billion yuan, maintaining its leadership in the global humanoid robot industry. On December 26, UBTECH's 1000th Walker S2 rolled off the production line at the Liuzhou Robot Super Smart Factory, achieving an annual production capacity of 1,000 units. It is expected that by 2026, UBTECH's annual production capacity for humanoid robots will reach 10,000 units [2] - Hong Kong-based robot company announced a product delivery agreement with Tonghong Security for embodied intelligent security robots, with the first batch of 100 robots to be delivered within three months from the agreement date, priced at 300,000 yuan each [2] Institutional Views - Guosen Securities believes that the generalization of humanoid robots is challenging, and in the near future, robots are likely to be specialized. Each segment is expected to see the emergence of leading companies, while various industries will have their own leading enterprises. As technologies like large models mature, general-purpose robots are expected to replace specialized robots in consumer and certain industrial sectors. The long-term investment opportunities in humanoid robots are viewed positively [3] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robot industry chain, facilitating investors' one-click layout in the Chinese robot industry [4] - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) is considered the brain of robots, with a 20% fluctuation limit and small-cap elasticity, capturing the "singularity moment" of the AI industry [4]