SIASUN(SZ:300024) Xin Lang Cai Jing·2025-12-30 02:30Group 1 - Yushu Technology announced the opening of its first offline store in collaboration with JD.com, set to launch on December 31 in Beijing, showcasing products like the Yushu Go2 quadruped robot dog and G1 humanoid robot [1] - According to Open Source Securities, the investment focus for 2026 includes the Tesla supply chain with strong certainty in components such as structural parts, bearings, and linear modules, as well as technology iterations in dexterous hands and sensors [1] - The domestic chain investment outlook highlights Yushu's IPO and the market entry of Xiaomi/Sailis robots, with optimism for leading domestic companies and opportunities in core supply chains and standardized manufacturing [1] Group 2 - As of November 28, 2025, the top ten weighted stocks in the National Robot Industry Index (980022) include companies like Shuanghuan Transmission and Ecovacs, collectively accounting for 40.47% of the index [2] - The National Robot Industry Index reflects the price changes of listed companies related to the robot industry on the Shanghai and Shenzhen stock exchanges [2]