SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2026-02-07 08:56Group 1 - The stock market showed a low opening but rebounded, with the robotics concept recovering and turning positive. The robotics ETF (159770) saw a 1.12% increase in its index during trading, with a transaction volume of 132 million yuan. Key stocks such as Tianzhihang-U, Ruishun Technology, and Top Group rose over 5% [1] - The robotics ETF (159770) experienced a net subscription of over 16 million shares during the trading session, accumulating a net inflow of 194 million yuan over the last five trading days. As of February 5, 2026, the fund's latest scale reached 9.826 billion yuan, making it the largest in its category in the Shenzhen market [1] - The ETF closely tracks the robotics index, with major industry allocations including automation equipment (42.75%), software development (11.1%), and automotive parts (10.3%). The top five constituent stocks are iFlytek, Huichuan Technology, Top Group, Zhongkong Technology, and Dazhu Laser [1] Group 2 - Longcheng Securities believes that 2026 will be a critical year for mass production of robots both domestically and internationally, with companies like Tesla, Yushun, and Xiaopeng clearly outlining their production timelines. This will create high growth opportunities in core areas of the supply chain, such as lead screws, electronic skin, and "robot brains" [2] - Li Xiang, the founder of Ideal Auto, stated that the ultimate form of a car is a robot, aiming to transform vehicles into intelligent entities that actively serve users. The new Ideal L9 set to be released this year is expected to be a pioneering product in embodied intelligent robotics [1]