SIASUN(SZ:300024) 2 1 Shi Ji Jing Ji Bao Dao·2026-01-21 05:51Core Viewpoint - The robotics industry is experiencing significant growth, with major indices and ETFs reflecting positive market sentiment and government support for technological advancements in humanoid robotics [1][2]. Group 1: Market Performance - On January 21, major indices collectively rose, with the Shanghai Composite Index up 0.24%, Shenzhen Component Index up 0.8%, and ChiNext Index up 0.75% [1]. - The CSI Robotics Index increased by 1.57%, with notable gains from Tianzhihang (over 14%), Zhongkong Technology (over 9%), and Yuntian Lifa and Weichuang Electric (over 8%) [1]. - The Robotics ETF (159770) showed active trading with a transaction volume of 355 million yuan and a real-time discount rate of 0.03% [1]. Group 2: ETF Details - As of January 20, the Robotics ETF (159770) had a latest circulating scale of 10.524 billion yuan, making it the only product in the deep market to exceed 10 billion yuan [2]. - The ETF closely tracks the CSI Robotics Index, with industry allocations including manufacturing and information transmission, software, and IT services, featuring major holdings like Huichuan Technology, iFlytek, and Stone Technology [2]. - The ETF is supported by two off-market connection funds (Class A: 014880; Class C: 014881) [2]. Group 3: Government Initiatives - The Ministry of Industry and Information Technology plans to promote innovation and upgrades in humanoid robotics technology, aiming to drive the development of the embodied intelligence industry [2]. - The focus will be on enhancing technology, ensuring safety in product quality and data security, and fostering a robust ecosystem for humanoid robotics through investment and community building [2]. Group 4: Industry Outlook - Huayuan Securities predicts that the robotics industry will enter a phase of large-scale production from 2026, shifting investment logic from breadth to depth, emphasizing technological upgrades and production certainty [3].