SIASUN(SZ:300024) Sou Hu Cai Jing·2026-01-06 09:40Market Performance - The A-share market experienced a strong upward trend on January 6, with the Shanghai Composite Index rising over 1%, marking a 13-day consecutive increase and reaching a ten-year high [1] - The Robot ETF Fund (159213) saw a slight increase of 0.24%, achieving a two-day consecutive rise, with over 20 million yuan in inflows for the day and a total of over 146 million yuan in inflows over the past six days [1] ETF Fund Composition - The index components of the Robot ETF Fund showed mixed performance, with Green's Harmony rising over 4% and Stone Technology increasing over 3%, while companies like Double Ring Transmission and Top Group experienced declines [3] - The top ten components of the Robot ETF Fund include companies such as iFlytek, Huichuan Technology, and Dahua Technology, with varying weightings and performance [4] Industry Trends - The CES 2023 showcased over 4,000 companies, with a dedicated exhibition area for embodied intelligent robots, highlighting the growing importance of robotics in the tech industry [5] - NVIDIA's CEO stated that the robotics industry is experiencing its own "ChatGPT moment," indicating a significant shift in the sector [6] Future Outlook - Dongwu Securities noted that the mass production of humanoid robots is approaching, with key events expected in early 2026, which will catalyze the industry [7] - Zheshang Securities highlighted three critical catalysts for the humanoid robot sector: application, computing power, and capital, anticipating a significant acceleration in 2026 [8] - The humanoid robot industry is seeing increased capital activity and commercialization efforts, with major companies actively pursuing market opportunities [9]