SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2026-01-16 06:49Core Viewpoint - The robotics sector is experiencing significant growth, with the robot ETF showing strong performance and increased investor interest, particularly in humanoid robots and related technologies [1][2][3]. Group 1: ETF Performance - The robot ETF (562500) has seen a 2.03% increase, reaching a price of 1.11 yuan, with a weekly cumulative increase of 3.83% as of January 15, 2026 [1]. - The ETF's trading volume reached 15.18 billion yuan, with a turnover rate of 5.79%, and an average daily trading volume of 18.39 billion yuan over the past week, ranking first among comparable funds [1][2]. - The ETF's scale has grown by 1.268 billion yuan over the past month, and its share count has increased by 21.27 billion shares in the last three months, indicating significant growth [2]. Group 2: Industry Developments - Kepler's humanoid robot has achieved a global first in "human-robot collaboration" for high-altitude welding, demonstrating advanced capabilities with precision and stability during an 8-hour operation [1]. - The industry is expected to enter a new phase of growth by 2026, driven by technological advancements and supportive policies, with a focus on humanoid robots and their mass production [2]. - Key components such as lead screws, axial flux motors, and sensory technologies are becoming focal points for hardware upgrades, benefiting leading companies capable of large-scale production and international expansion [2]. Group 3: Index Adjustments - The adjustment of the index has increased the humanoid robot content to nearly 70%, successfully removing underperforming stocks and incorporating higher-quality assets [3].