Market Performance - The three major indices rebounded collectively on April 29, with the CSI Robotics Index (H30590.CSI) rising by 1.65% [1] - Key stocks in the robotics sector saw significant gains, including Xunbang Intelligent rising nearly 6%, Haide Control and Hechuan Technology both up over 5%, and Huichuan Technology increasing by nearly 5% [1] ETF Insights - The Robotics ETF (159770.SZ) also increased by 1.65%, with a trading volume of 95.45 million CNY [1] - On April 28, the Robotics ETF experienced a net inflow of 66.46 million CNY, marking five consecutive trading days of net inflows, totaling 520 million CNY [1][2] - The ETF's latest circulation size is 6.32 billion shares, with a total market size of 5.359 billion CNY [1] Policy Developments - Shandong Province has initiated the cultivation and recognition of manufacturing innovation centers, focusing on future industries such as artificial intelligence, quantum technology, and humanoid robots [3] - The Shanghai Municipal Economic and Information Commission is conducting a 2025 general artificial intelligence innovation task, concentrating on embodied intelligence and other key areas [3] Technological Advancements - Yushu Technology plans to host the world's first humanoid robot combat competition in May-June 2025 [4] - Ainos from Japan successfully integrated an AI nose system into humanoid robots, enhancing their sensory capabilities [4] - Tesla has unveiled its Optimus trial production line, expecting to have thousands of units operational by the end of the year [4] - Hugging Face has launched the open-source robot Reachy2, priced at 70,000 USD [4] Investment Trends - Shanghai Kepler Robotics has completed a Pre-A round of financing, receiving investments from Zhang Ke Yao Kun Fund and two industrial capital firms, with specific amounts undisclosed [4] - Guojin Securities notes that Tesla's next-generation humanoid robot model and XPeng's second-generation humanoid robot have sparked a new catalytic phase for the humanoid robot sector [4] - Guoyuan Securities highlights China's competitive advantages in the humanoid robot supply chain, suggesting a focus on domestic humanoid robot manufacturers and core suppliers [4] - Huaxi Securities emphasizes China's leading patent layout and active corporate innovation in humanoid robots, indicating a promising market outlook and expanding application scenarios [4]