Roborock(SH:688169) Sou Hu Cai Jing·2026-01-07 08:45Core Viewpoint - The Shanghai Composite Index has achieved a 14-day consecutive rise, setting a new record, while the Robot ETF Fund (159213) experienced a slight decline but attracted significant capital inflow, totaling over 390 million yuan in the last seven days [1][3]. Group 1: Market Performance - The Robot ETF Fund (159213) saw a decline of 0.88% in the afternoon session, despite attracting over 39 million yuan in capital inflow throughout the day, and a total of over 180 million yuan over the past seven days [1]. - The component stocks of the Robot ETF Fund exhibited mixed performance, with Dazhu Laser rising over 3%, while companies like Greening Harmony and Top Group fell over 4% and 2%, respectively [3][4]. Group 2: Industry Developments - The CES 2026 event in Las Vegas highlighted humanoid robots, with NVIDIA's CEO announcing a significant moment for the robotics field, akin to the "ChatGPT moment" [6][7]. - Numerous Chinese companies specializing in embodied intelligence showcased their innovations at CES, aiming for brand exposure and securing overseas orders [7]. - The humanoid robot industry is projected to grow at a compound annual growth rate (CAGR) of 50% or more over the next decade, with the market size expected to approach 3 trillion yuan by 2040 [7][10]. Group 3: Future Outlook - The industry is anticipated to experience a "flywheel effect" by 2026, driven by advancements in application, computing power, and capital investment [10]. - Major contracts have been secured by industry leaders, validating the commercial value of humanoid robots, with significant projects already underway [10]. - The capital market is actively engaging with the humanoid robot sector, accelerating the commercialization process [10].