LY iTECH(SZ:002600) Mei Ri Jing Ji Xin Wen·2026-01-09 01:05Market Review - The Huaxia Sci-Tech AI ETF (589010) showed strong performance, closing up 1.09% and briefly surpassing the 1.500 yuan mark, with a trading volume of 135 million yuan and a turnover rate of 4.06%, indicating a recovery in investor sentiment towards the AI sector after adjustments [1] - The Robot ETF (562500) continued its strong performance, closing up 1.06% with a trading volume exceeding 1.377 billion yuan, showcasing active trading with several stocks hitting their daily limit up [1] Key News - Global warehouse robot leader Geekplus signed a strategic cooperation agreement with a major global e-commerce company, committing to annual purchases worth hundreds of millions of yuan, aiming for long-term value creation through project replication and market expansion [2] - Lingyi Technology (002600) announced partnerships with multiple leading robotics companies in North America and China, achieving significant milestones in robot delivery and technology application, with a goal to become a top three global manufacturer of embodied intelligent hardware by November 2025 [2] - Leju Robotics partnered with Alibaba Cloud for a full-stack AI collaboration, focusing on humanoid robot training and the development of joint solutions based on AI models [3] Institutional Insights - CITIC Securities highlighted the rapid development of the embodied intelligence industry, driven by collaboration among capital, policy, enterprises, and talent, emphasizing the importance of data ownership in transitioning from semi-commercialization to full commercialization [4] - The report suggested focusing on companies that have successfully positioned themselves in data, models, and ontology, as well as data companies that are commercializing faster than embodied model firms [4] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion yuan, providing the best liquidity and comprehensive coverage of the Chinese robotics industry [5] - The recent adjustment of component stocks in the Robot ETF has increased the humanoid robot content to nearly 70%, successfully removing underperforming stocks and retaining strong performers [5] - The Huaxia Sci-Tech AI ETF (589010) is positioned to capture the "singularity moment" in the AI industry with its 20% price fluctuation and small to mid-cap flexibility [5]