Core Viewpoint - The Robot ETF (159770) is experiencing significant trading activity and inflow, indicating strong investor interest in the robotics sector, particularly ahead of key developments in humanoid robotics expected in 2026 [1][2][4]. Trading Activity - As of February 10, 2026, the Robot ETF (159770) had a turnover of 2.23% with a transaction volume of 226 million yuan [1]. - The underlying index, the CSI Robot Index (H30590), rose by 1.09%, with notable increases in constituent stocks such as Kelaimechatronics (up 9.99%), Yuntian Lifeng (up 6.20%), and Keri Technology (up 5.66%) [1]. - The Robot ETF (159770) has seen a net subscription of 19.5 million shares during the trading session [1]. Fund Growth - As of February 9, 2026, the Robot ETF (159770) experienced a week-on-week growth of 152 million yuan in scale and an increase of 15.3 million shares [2]. - The latest net inflow for the Robot ETF (159770) was 1.6528 million yuan, with a total of 1.22 billion yuan net inflow over three out of the last five trading days [2]. Product Highlights - The Robot ETF (159770) covers key areas of the robotics industry chain, including core components, algorithm control modules, and motor battery modules [2]. Industry Developments - The Beijing Humanoid Robot Innovation Center launched the next-generation general-purpose robot platform, "Embodied Tiangong 3.0," which features significant improvements in stability, motion control, and autonomous operation capabilities [3]. - The center's new robot is the first in the industry to achieve full-body high-dynamic motion control with tactile interaction [3]. Institutional Insights - Guojin Securities anticipates that 2026 will be a pivotal year for humanoid robots, with the first-generation mass production products from Tesla expected to be released in Q1 2026 [4]. - The production capacity for leading domestic companies is projected to increase from thousands to tens of thousands of units, primarily for applications in guiding, inspection, and other scenarios [4]. - The industry is expected to enter a "robot arms race" as technology and supply chains converge among leading companies [4].

银河证券指出，具身智能已成为全球科技竞争的焦点领域，美欧等均在人形机器人相关领域加大投入。 从产业链竞争格局来看，本体硬件和运控领域中国企业已领先，机器人场景落地未来可期，或打开万亿 级市场。 机器人ETF(562500)是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工业机器 人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接(华夏中证机 器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345)。 随着成分股调整落地，机器人ETF(562500)跟踪的中证机器人指数人形机器人含量提升至近70%；此次 调仓精准剔除近期走势疲软的个股，纳入表现尚可的优质标的，成功实现"去弱留强"。 截至今日10:55，机器人ETF(562500)持续高位震荡，最新价报1.077元，较开盘价上涨0.654%。持仓层 面，该ETF跟踪的66只成分股中41只个股上涨，克来机电涨停领涨，云天励飞、埃夫特、科瑞技术涨幅 居前，形成强劲的核心跟涨梯队，成为盘面拉升的主要动力。中信重工、瑞松科技等个股下跌形成个别 拖累，对整体普涨态势无明显影响。流动性方面，该ETF ...

Core Viewpoint - KLA Electric (stock code: sh603960) reached its daily limit up on February 10, 2026, with a closing price of 24.55 yuan, marking a 9.99% increase and a total market capitalization of 6.437 billion yuan [1] Group 1: Company Performance and Market Reaction - Despite a significant decline in KLA Electric's performance in Q3 2025, the company remains profitable and has proactively held an earnings briefing with the entire management team present, enhancing transparency and boosting investor confidence [2] - The company has received a total of 6.34 million yuan in government subsidies, which has supported its profits and may have contributed to the stock price surge [2] - The main business areas of KLA Electric include smart equipment and automotive components, particularly in the fields of electric drive, control, battery automation equipment, and thermal management components for new energy vehicles [2] Group 2: Market Trends and Investor Sentiment - The new energy vehicle sector is still in a developmental phase, attracting significant market attention, which may have influenced KLA Electric's stock performance due to sector-related movements [2] - Although the company's core business faces challenges, there is market speculation regarding a potential business transformation that could improve future performance, leading investors to buy shares based on optimistic future expectations [2] - There may have been an influx of institutional funds into KLA Electric on the day of the price surge, and if the stock price breaks through key resistance levels, it could attract further investment [2]

Group 1 - The Robot ETF (562500) opened with a slight dip but maintained a stable low-range consolidation, currently priced at 1.057 yuan, down 1.399% from the opening price [1] - Among the 66 constituent stocks tracked by the ETF, 54 experienced declines, but the overall downturn was moderate, with no significant drops; notable declines included Haozhi Electromechanical and Green Harmony, both down over 3%, while Keri Technology surged over 8% [1] - The trading volume for the Robot ETF reached 419 million yuan, with a turnover rate of 1.69%, indicating moderate trading activity [1] Group 2 - Guolian Minsheng Securities recommends focusing on humanoid robot industry segments that possess cross-scenario and cross-form capabilities, highlighting the potential for higher beta in a non-converged technology landscape [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various sub-sectors including humanoid robots, industrial robots, and service robots, facilitating investor access to the entire robot industry chain [2] - Following the adjustment of constituent stocks, the humanoid robot content in the index tracked by the Robot ETF has increased to nearly 70%, successfully removing underperforming stocks and incorporating quality candidates, achieving a "retain the strong, remove the weak" strategy [2]

预计归属于上市公司股东的扣除非经常性损益的净利润为1985.69万元至2635.69万元，与上年同期相比减少2700.00万元至2050.00万元，同比减少43.75% 至57.62%。 回溯上年同期经营业绩，公司2024年度利润总额为6291.66万元，归属于上市公司股东的净利润为5506.29万元，归属于上市公司股东的扣除非经常性损 益的净利润为4685.69万元，基本每股收益为0.21元/股。 对于本期业绩预减的主要原因，公告明确系主营业务受到影响：2025年度公司智能装备业务受下游市场需求影响，营业收入较上年同期有所减少；汽车 零部件业务同样受下游客户排产计划和销售单价下降的影响，营业收入和毛利率较上年同期均有所下降。 1月22日，克来机电发布2025年年度业绩预减公告，预计2025年度实现归属于上市公司股东的净利润为2691.29万元至3341.29万元，与上年同期相比减少 2815.00万元至2165万元，同比减少39.32%至51.12%。 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 本期业绩预告适用于：实现盈利，净利润与上年同期相比下降50%以上。 ● 上海克来机电自动化工程股份有限公司（以下简称"公司"）预计2025年度实现归属于上市公司股东的 净利润为2,691.29万元到3,341.29万元，与上年同期相比减少2,815.00万元到2,165.00万元，同比减少 51.12%到39.32%。 ● 公司预计2025年度实现归属于上市公司股东的扣除非经常性损益的净利润为1,985.69万元到2,635.69万 元，与上年同期相比减少2,700.00万元到2,050.00万元，同比减少57.62%到43.75%。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 二、上年同期业绩情况 （一）利润总额：6,291.66万元；归属于上市公司股东的净利润：5,506.29万元；归属于上市公司股东的 扣除非经常性损益的净利润：4,685.69万元。 （二）每股收益：0.21元。 三、本期业绩预减的主要原因 本 ...

2025年度公司智能装备业务受下游市场需求影响，营业收入较上年同期有所减少;汽车零部件业务同样 受下游客户排产计划和销售单价下降的影响，营业收入和毛利率较上年同期均有所下降。 智通财经APP讯，克来机电(603960.SH)发布2025年年度业绩预减公告，预计2025年度实现归属于上市 公司股东的净利润为2,691.29万元到3,341.29万元，与上年同期相比减少2,815万元到2,165万元，同比减 少51.12%到39.32%。 ...

克来机电（603960）(603960.SH)发布2025年年度业绩预减公告，预计2025年度实现归属于上市公司股 东的净利润为2,691.29万元到3,341.29万元，与上年同期相比减少2,815万元到2,165万元，同比减少 51.12%到39.32%。 2025年度公司智能装备业务受下游市场需求影响，营业收入较上年同期有所减少;汽车零部件业务同样 受下游客户排产计划和销售单价下降的影响，营业收入和毛利率较上年同期均有所下降。 ...

公司预计2025年度实现归属于上市公司股东的扣除非经常性损益的净利润为1985.69万元到2635.69万 元，与上年同期相比减少2700万元到2050万元，同比减少57.62%到43.75%。 格隆汇1月22日丨克来机电(603960.SH)公布，上海克来机电自动化工程股份有限公司预计2025年度实现 归属于上市公司股东的净利润为2691.29万元到3341.29万元，与上年同期相比减少2815.00万元到2165.00 万元，同比减少51.12%到39.32%。 ...

每经AI快讯，克来机电1月22日晚间发布业绩预告，预计2025年年度实现归属于上市公司股东的净利润 为2691.29万元到3341.29万元，与上年同期相比减少2815万元到2165万元，同比减少51.12%~39.32%。 业绩变动主要原因是，2025年度公司智能装备业务受下游市场需求影响，营业收入较上年同期有所减 少；汽车零部件业务同样受下游客户排产计划和销售单价下降的影响，营业收入和毛利率较上年同期均 有所下降。 （记者 曾健辉） 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ ...