Market Review - The Huaxia Sci-Tech AI ETF (589010) rose by 0.66% on December 26, maintaining a positive trading sentiment with a total trading volume exceeding 84 million yuan, indicating strong long-term value recognition in the AI sector [1] - The Robot ETF (562500) increased by 0.81%, showing resilience with a strong support from moving averages, and the total trading volume surpassed 1.552 billion yuan, reflecting active capital trading [1] Key Developments - Huawei's wholly-owned Dongguan Jimu Robotics Co., Ltd. increased its registered capital from 3.89 billion yuan to 4.6891 billion yuan, a growth of approximately 20.54%, focusing on humanoid robot technology research and manufacturing [2] - New Times Data (002527) launched the SYNDA R1, a wheeled industrial-grade embodied intelligent robot designed for industrial applications, with specifications including a height of 178 cm and a single-arm load capacity of 3/5/12 kg [2] - Greebo (301260) announced an expansion of its business scope to include "sales of intelligent robots and manufacturing of consumer robots," emphasizing a long-term focus on humanoid robots and a principle of "mature one generation, promote one generation" for product development [3] Institutional Insights - Huaxi Securities (002926) highlighted that breakthroughs in AI large models are pushing robots into a new stage of embodied intelligence, with companies that have clear application scenarios expected to benefit significantly from accelerated industrialization [4] Popular ETFs - The Robot ETF (562500) is noted as the only ETF in the market with a scale exceeding 20 billion yuan, providing the best liquidity and comprehensive coverage of the Chinese robotics industry [5] - The Huaxia Sci-Tech AI ETF (589010) is characterized as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% fluctuation range and small to mid-cap elasticity [5]
华为增资人形机器人赛道,新时达发布轮式工规级具身智能机器人!