Orbbec (SH:688322) Mei Ri Jing Ji Xin Wen·2026-01-08 00:55Core Insights - The artificial intelligence ETF Huaxia (589010) demonstrated strong resilience with a slight decline of 0.20%, showcasing its recovery capability [1] - The industrial and information technology departments in China issued an implementation opinion to accelerate the upgrade of intelligent terminals, focusing on key scenarios such as industrial inspection and remote medical care [1] Group 1: Market Performance - Huaxia ETF's top holding, Xinghuan Technology-U, surged by 11.37%, leading the day's performance [1] - The Robot ETF (562500) experienced a decline of 0.77%, closing at 1.033 yuan, but showed structural strengths within its holdings [1] - The Robot ETF maintained high liquidity with a trading volume exceeding 15.98 billion yuan and a turnover rate close to 6% [1] Group 2: Industry Developments - The Ministry of Industry and Information Technology's new policy aims to support the development of AI terminals, including smart phones, computers, and smart home devices [1] - The policy emphasizes the commercialization of new terminals like AR/VR wearable devices and brain-machine interfaces, promoting innovation in humanoid robots [1] Group 3: Company Announcements - Aobi Zhongguang confirmed participation in CES 2026, planning to showcase multiple new products focused on embodied intelligent robots and outdoor autonomous mobile robots [2] - RoboSense and Segway Navimow launched a new consumer-grade smart lawn mower, Navimow i2LiDAR, featuring advanced environmental perception capabilities [3] Group 4: Institutional Perspectives - Guohai Securities highlighted humanoid robots as a convergence of advanced technologies, predicting they will transform human production and lifestyle, becoming a new engine for economic growth [3] Group 5: ETF Highlights - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion, providing comprehensive coverage of the Chinese robotics industry [3] - Recent adjustments to the ETF's components increased the humanoid robot content to nearly 70%, successfully removing underperforming stocks [3]