Market Review - The Huaxia AI ETF (589010) experienced a slight decline of 0.20% on January 7, showing strong resilience and recovery capability after a brief afternoon pullback. Starry Technology-U surged by 11.37%, becoming the strongest performer of the day, while other key stocks like Lingyun Optics, Aisino Technology, and Chipone Technology helped stabilize the market. The single-day turnover rate exceeded 11%, with a trading volume of nearly 4 billion, indicating strong market activity and investor interest during the adjustment period [1] - The Robot ETF (562500) fell by 0.77%, closing at 1.033 yuan. Despite the overall market showing signs of fluctuation, there were structural highlights within the sector: Hongxun Technology rose against the trend, achieving a 10.04% limit-up. Other stocks like Southern Power Technology, Jingye Intelligent, and Dazhu Laser also showed strong performance, indicating robust resilience. Notably, the Robot ETF maintained high liquidity, with a total trading volume exceeding 15.98 billion and a turnover rate close to 6%, reflecting sufficient turnover between bulls and bears at this level [1] Key News - The Ministry of Industry and Information Technology, along with eight other departments, issued the "Implementation Opinions on the 'Artificial Intelligence + Manufacturing' Special Action." The opinions emphasize accelerating the upgrade of intelligent terminals and supporting breakthroughs in technologies such as edge models and application toolchains. The focus is on key scenarios like industrial inspection and remote medical care, promoting the industrialization and commercialization of new terminals such as AR/VR wearable devices and brain-computer interfaces [2] - At the ongoing CES 2026 in Las Vegas, the company Obsidian Light confirmed its participation and plans to showcase multiple new products targeting embodied intelligent robots, quadruped robots, lawn mowers, outdoor autonomous mobile robots (AMR), and robotic arms. The new products will focus on fine operation perception, complex environment adaptation, and system collaboration, aiming to provide more stable and practical visual solutions for downstream applications. Additionally, the company will demonstrate its latest adaptation with NVIDIA's Jetson Thor platform, enhancing system integration efficiency for robot manufacturers through high-quality 3D visual data and next-generation edge computing platforms [3] - On January 6, 2026, at CES, RoboSense and Segway Navimow jointly launched the new consumer-grade smart lawn mower Navimow i2 LiDAR model. The product's core highlight is its custom E1R version developed by RoboSense, which addresses operational challenges in complex yard scenarios through precise environmental perception and strong adaptability [4] Institutional Views - Guohai Securities believes that humanoid robots, as a culmination of advanced technologies such as artificial intelligence, high-end manufacturing, and new materials, are designed to mimic human appearance and behavior. Looking ahead, they are expected to profoundly transform human production and lifestyle, becoming a new engine for economic growth [5]