SIASUN(SZ:300024) Sou Hu Cai Jing·2025-12-30 09:17Market Overview - The market experienced fluctuations with mixed performance among the three major indices, where the Shanghai Composite Index slightly declined by 0.00%, while the Shenzhen Component Index rose by 0.49% and the ChiNext Index increased by 0.63% [1] Sector Performance - The sectors that performed well included electric motors, energy metals, and the oil industry, while commercial retail, photovoltaic equipment, and wind power equipment saw declines [1] ETF Performance - Robotics, chemicals, and home appliances ETFs showed strong performance, likely driven by relevant news [2] - The opening of a physical store by Yushutech in Beijing, showcasing various robotic products, is expected to support the robotics sector [2] - The macroeconomic recovery is anticipated to bolster the chemical industry, with price increases observed in the polyester supply chain [2] Industry Insights - The basic chemical industry is projected to see significant growth in 2025, driven by strong demand for new materials and emerging applications such as AI and OLED [3] - The home appliance export chain benefits from low inventory levels and recovering demand, with the "old-for-new" policy leading to significant sales in 2025 [4] - The home appliance sector is expected to face pressure on domestic sales due to policy changes and high base effects, while external sales may benefit from easing tariffs and recovering demand in North America [4]