Xin Lang Cai Jing·2025-12-30 05:53Group 1 - The robotics sector is experiencing a significant rise, with institutions noting major updates from Sanhua, including the upcoming contract for Optimus, which is set to begin phased deliveries in Q1 2026, covering 80,000 to 100,000 units, including orders for 2027, and securing supply rights for all 14 rotary joints and some linear actuators [1] - Yushu announced that its first national store will open on December 31 in Beijing's JD MALL, while a team from Harbin Institute of Technology has achieved milestones in humanoid robots and dexterous hands in collaboration with Boshih [1] - As of December 30, 2025, the Guozheng Robotics Industry Index (980022) surged by 4.71%, with constituent stocks such as Haoshi Electromechanical (300503) and Buke Co., Ltd. (688160) both rising by 20.00%, and other stocks like Shuanghuan Transmission (002472) and Green Harmonic (688017) also seeing gains [1] Group 2 - As of November 28, 2025, the top ten weighted stocks in the Guozheng Robotics Industry Index (980022) include Shuanghuan Transmission (002472), Ecovacs (603486), and Green Harmonic (688017), collectively accounting for 40.47% of the index [2] - The Penghua Robotics ETF (159278) has associated off-market links (A: 025698; C: 025699; I: 025700) [2]