IFLYTEK(SZ:002230) Sou Hu Cai Jing·2026-01-12 05:47Core Viewpoint - The A-share market is experiencing a strong upward trend, particularly in the hard technology sector, with the Robot ETF fund (159213) showing significant inflows and performance [1][3]. Group 1: Market Performance - The A-share market is on a rising trend, with the Shanghai Composite Index aiming for a 17-day consecutive increase [1]. - The Robot ETF fund (159213) has seen a 2.9% increase, marking its third consecutive day of gains, with over 17 million yuan in inflows today alone [1]. - Cumulatively, the Robot ETF fund has attracted over 240 million yuan in net inflows over the past 10 days [1]. Group 2: Component Stocks Performance - Most component stocks of the Robot ETF fund have risen, with notable increases such as iFlytek up over 8%, Zhongkong Technology up 6.9%, and Dahua Technology up 3.66% [3][4]. - The performance of key stocks includes: - iFlytek: +8.35% [4] - Zhongkong Technology: +6.90% [4] - Dahua Technology: +3.66% [4] - Robot: +2.53% [4] Group 3: Industry Insights - The humanoid robot sector is in its early production phase, with significant advancements in technology and commercialization expected [6]. - By 2025, the cumulative order volume for domestic humanoid robots is projected to exceed 20,000 units, with total order values surpassing 3 billion yuan [6]. - The market for humanoid robots in China is expected to reach 238.3 billion yuan by 2030, representing over 40 times growth from 2025 [7]. Group 4: Technological Development - The key challenges for humanoid robots include the development of a highly capable AI brain, which is crucial for practical applications and mass production [11]. - The hardware aspect of humanoid robots is nearing convergence, while the AI brain remains a significant hurdle for the industry [11]. - Tesla is actively working on advancing the AI capabilities of its humanoid robots, which is expected to accelerate production opportunities in 2026 [12].