Group 1 - The core point of the article is the launch of UnitreeA2, a new quadruped robot dog by Yushu Technology, which weighs approximately 37 kilograms and has a maximum running speed of 5 meters per second and a climbing height of 1 meter [1] - The robot has an empty load endurance of 20 kilometers, indicating its potential for practical applications in various environments [1] - Upcoming events that may catalyze the robotics sector include the World Robot Conference on August 8, the Chinese Embodied Intelligence Industry Conference on August 13, and the Robot Sports Meeting at the Bird's Nest on August 15 [1] Group 2 - The robotics industry ETF (159551) closely tracks the CSI Robotics Index, which includes listed companies involved in system solutions, digital workshops, automation equipment manufacturing, and related components [1] - This index provides a comprehensive reflection of the overall performance of robotics-related securities, offering investors a convenient tool for investing in the robotics industry [1] - Investors without stock accounts can access investment opportunities in the robotics sector through the connected fund of the robotics industry ETF (020290) [1]

机器人板块本周活跃，前两日连续大涨，截至11:20，国证机器人产业指数上涨3.4%、有望实现"三连 阳"，跟踪该指数的机器人ETF易方达（159530）盘中获净申购7900万份。据Wind数据，截至昨日，该 产品近一个月已获17亿元资金加仓，最新规模达36.8亿元，居同标的ETF第一。 （文章来源：每日经济新闻） 国证机器人产业指数覆盖机器人产业链上下游各核心环节，人形机器人相关成份股占比近八成，Wind 数据显示，自4月10日指数修订生效至今，该指数已累计涨超24%，涨幅领跑其他同类指数。机器人 ETF易方达（159530）最新规模在该指数相关产品中居首，可助力投资者一键布局人形机器人产业发展 机遇。 昨日，全球首创"一脑多态" 架构的跨场景集群作业人形机器人凌枢在合肥亮相，由优艾智合与相关研 究院联合发布，该机器人以机器人智慧大脑为核心，可与多形态机器人高效集群协同，将落地半导体、 能源等领域的关键环节，有望引领工业具身智能迈入跨场景高泛化集群作业时代。 ...

Group 1 - The engineering machinery industry is benefiting from the commencement of the Yarlung Tsangpo River downstream hydropower project, which is a significant national project with a long construction period that will effectively support domestic long-term demand [1] - Due to the complexity and systemic nature of hydropower construction, the demand for drilling rigs, which are core equipment throughout the entire project cycle, is expected to grow rapidly [1] - In the automation equipment sector, Tesla's Optimus Gen3 humanoid robot is expected to launch this year and enter mass production next year, while the domestic Fourier GR-3 medical care robot is also set to be released soon, indicating that humanoid robot application scenarios are likely to accelerate with continuous improvements in software and hardware technology [1] Group 2 - IDC predicts that the global robotics market will exceed $400 billion by 2029, with China accounting for nearly 50% and a compound annual growth rate of 15%, making it a core engine for global growth [1] - The Robotics Industry ETF (159551) tracks the robotics index (H30590), focusing on companies related to robotics research, manufacturing, and application, covering cutting-edge fields such as industrial automation and service robots, aiming to reflect the overall performance of listed companies in the robotics industry with technological innovation and long-term growth potential [1] - Investors without stock accounts can consider the Guotai Zhongzheng Robotics ETF Initiated Link A (020289) and Guotai Zhongzheng Robotics ETF Initiated Link C (020290) [1]

Group 1 - The Robot ETF (159770) has shown strong performance, with a 2.83% increase and a trading volume of 460 million yuan, leading similar products in the Shenzhen market [1] - The ETF has a year-to-date growth of 18.23%, ranking first among similar products, and has a total scale of 6.505 billion yuan [1] - The ETF closely tracks the CSI Robot Index, with significant holdings in companies like Huichuan Technology, iFlytek, and Stone Technology [1] Group 2 - The Shanghai Municipal Government has released a development plan for the embodied intelligence industry, aiming for breakthroughs in core algorithms and technologies by 2027, with a target industry scale exceeding 50 billion yuan [1] - A research team led by Zhiyuan Robotics has published findings on the diversity of data in robotic operation learning, focusing on task diversity, robot body diversity, and expert diversity [2] - The People's Bank of China and other departments have issued guidelines to support new industrialization, emphasizing financial support for key technologies and products in manufacturing [2] Group 3 - Analysts at Dongfang Securities believe that AI investments will accelerate the development of the robotics sector, with both international and domestic companies contributing to the advancement of intelligent applications in robotics [2]

定位、冲刺、带球过"人"、破门得分……随着2025世界人形机器人运动会开幕临近，来自境内外的各支 参赛队伍正在紧锣密鼓地开展训练，机器人运动员们也早已"摩拳擦掌"。 8月4日，在国家速滑馆室外足球赛训基地，清华大学火神队与中国农业大学山海队正展开机器人足球 5v5对抗训练赛。按照比赛规则，机器人需要依靠自主程序完成整场比赛，这对机器人的运动控制、视 觉感知、定位导航、决策规划及多机协作等能力提出挑战。 在对抗训练赛中，新京报贝壳财经记者看到，机器人运动员们在定位足球后便迅速奔袭，过程中不时出 现对抗与碰撞。经过一番激烈对战，山海队最终以1:0战胜火神队。 此外，来自葡萄牙的机器人队伍还展示了人机对战。尽管灵活性稍逊于人类运动员，这些机器人运动员 仍不断带球朝球门发起冲击，看点十足。 以赛促研，高校战队全力备战机器人足球赛 杨少帅表示，"我们使用的硬件平台性能很强大，运控算法已经十分成熟，所以目前我们更聚焦于感知 定位和决策环节的代码优化，而这需要大量的数据支撑，所以在日常训练赛中，我们会有针对性地采集 数据，并应用到机器人比赛中。" "熊猫眼"内备赛忙，7大场景赛考验"真功夫" 作为在今年机器人世界杯（Rob ...

Core Viewpoints - The mechanical equipment industry is experiencing significant developments in humanoid robotics, with strategic partnerships and government initiatives aimed at advancing technology and applications [2][3] - The establishment of a 10 billion yuan mother fund in Hubei focuses on core technologies and applications in humanoid robotics, indicating strong governmental support for the sector [2] - The opening of the first intercity long-haul drone logistics route in the Guangdong-Hong Kong-Macao Greater Bay Area marks a significant step in the low-altitude economy [2] Industry Dynamics - On July 27, Liying Intelligent Manufacturing and Qiangnao Technology reached a strategic cooperation focusing on dexterous hands and other hardware areas [2] - Tencent, in collaboration with Futian Laboratory, launched the Tairos open platform to develop robotic "titanium screws" [2] - The State Council meeting on July 31 emphasized the promotion of large-scale commercial applications of artificial intelligence, which will benefit the humanoid robotics sector [3] Company Developments - On July 30, Zhujidi Power released its fully self-developed full-size humanoid robot LimX Oli [2] - On July 30, Jizhijia established a wholly-owned subsidiary to focus on embodied intelligence [2] - On August 1, Hengbo Co., Ltd. and DMI set up a joint venture to focus on the application of modified materials across multiple fields [2] Important Upcoming Events - The 2025 World Robot Conference will be held from August 8 to 12 at the Beijing Economic and Technological Development Zone [2] Investment Insights - In humanoid robotics, companies with strong positions in the supply chain and those involved in key components such as joint modules, dexterous hands, and reducers are highlighted for investment opportunities [5][6] - The AI infrastructure sector is expected to see continued capital expenditure growth driven by demand, with specific companies identified for potential investment [6] - The low-altitude economy is rapidly advancing, with a focus on core components and systems, indicating investment potential in related companies [7]

截至2025年8月6日午间收盘，中证A500指数(000510)上涨0.31%，成分股机器人(300024)上涨15.13%，铜陵有色(000630)上涨10.11%，中国船舶(600150)上涨 8.94%，中国重工(601989)上涨8.33%，高德红外(002414)上涨7.62%。中证A500ETF龙头(563800) 冲击3连涨。最新价报1.02元。拉长时间看，截至2025年8月 5日，中证A500ETF龙头近1月累计上涨4.52%。 流动性方面，中证A500ETF龙头换手3.3%，半日成交5.49亿元。拉长时间看，截至8月5日，中证A500ETF龙头近1年日均成交19.22亿元。 规模方面，中证A500ETF龙头最新规模达166.26亿元。 截至8月5日，中证A500ETF龙头近6月净值上涨10.20%。从收益能力看，截至2025年8月5日，中证A500ETF龙头自成立以来，最高单月回报为4.54%，最长 连涨月数为3个月，最长连涨涨幅为10.12%，上涨月份平均收益率为3.16%，月盈利概率为60.13%。截至2025年8月5日，中证A500ETF龙头近3个月超越基准 年化收益为8.62%。 回 ...

Core Viewpoint - The robotics sector is experiencing significant growth, driven by favorable government policies, innovative product launches, and upcoming industry events, leading to substantial stock price increases in related companies [1][4][7]. Group 1: Government Support and Policies - The Shanghai Municipal Government has issued the "Implementation Plan for the Development of Embodied Intelligence Industry," which includes support for key technologies with a maximum investment of 30% up to 50 million yuan [2][6]. - The plan aims to achieve breakthroughs in core algorithms and technologies, with a target of over 20 breakthroughs by 2027 and a core industry scale exceeding 50 billion yuan [6]. Group 2: Product Innovations - Yushutech has launched a new quadruped robot dog, Unitree A2, weighing approximately 37 kg with a range of 20 km, which has generated significant online interest [2][8]. - The robot can run at a maximum speed of 5 m/s and can carry a 100 kg adult, showcasing advanced capabilities in various terrains [8]. Group 3: Upcoming Industry Events - The 2025 World Robot Conference will be held in Beijing from August 8 to 12, featuring over 200 domestic and international robotics companies and more than 1,500 exhibits, including over 100 new product launches [3][8]. Group 4: Market Performance - The robotics ETF (159530) surged over 3%, with multiple stocks in the robotics sector experiencing gains of over 10%, indicating strong market sentiment [1][4]. - Notable stock performances include Huami New Materials rising nearly 21%, and several other companies like Haosen Intelligent and Guorui Technology also seeing significant increases [7]. Group 5: Market Trends and Projections - According to IDC, the global robotics market is projected to exceed $400 billion by 2029, with China expected to account for nearly half of this market [8]. - The commercial service robot market is rapidly expanding, with over 100,000 units expected to be shipped in 2024, led by Chinese manufacturers with an 84.7% market share [8]. Group 6: Application Scenarios - The application of embodied intelligence in various sectors, including logistics, industrial manufacturing, and healthcare, is seen as a key driver for industry growth, with companies that can effectively implement these technologies likely to lead the market [9].

北京时间8月5日夜间，施普林格·自然旗下学术期刊《自然-通讯》在线发表一篇机械工程研究论文称， 研究人员开发出一款可编程的柔性折叠薄片机器人，能抓取物体和在物体表面移动。 这项机器人研究进展，可改进自主系统在探索、触觉显示(帮助用户"感知"虚拟刺激的技术)和智能医疗 等领域的应用。 该论文介绍，设计能够改变形状的机器人能实现多种应用，例如探索环境或操控物体。类似折纸的折叠 变形是一种成熟的方法。但传统方法采用固定铰链结构，限制了结构配置的范围和适应性。 在本项研究中，论文共同通讯作者、韩国科学技术院Inkyu Park和Jung Kim与同事合作制作出一个机器 人折叠薄片，使用密集分布的热敏电元件构成，受热可改变形状。他们用一张40平方厘米的薄片展示了 这一方法，该薄片由308个兼具加热器和感受器功能的电阻构成。这种双功能使之可以实现精确控制移 动，系统可根据感受器反馈作出持续调整。 论文作者通过让这款柔性的折叠薄片机器人爬行过表面，以及抓抬培养皿、塑料包装和木棍等各种物 品，展示出该机器人折叠薄片的灵活性。 研究表明，折叠薄片机器人可实现大范围的折叠角度，并在一定温度范围内(30°C到170°C)保持性能一 ...

Group 1 - Humanoid robots are becoming a key support for the breakthrough of intelligent technology, enabling seamless adaptation to human environments and interaction with physical tools [1][14] - The global humanoid robot market is projected to grow significantly, with sales expected to reach 12,400 units and a market size of 6.339 billion yuan by 2025, and over 640 billion yuan by 2030 [2][25] - By 2035, the market is anticipated to exceed 500 million units and 4 trillion yuan, with Goldman Sachs predicting a global market size of 154 billion USD [2][25] Group 2 - Major companies like Tesla and Boston Dynamics are leading the technological evolution of humanoid robots, with Tesla's Optimus series set for mass production by 2026 at a price of 20,000 to 30,000 USD [3][34] - Boston Dynamics is launching a new electric version of the Atlas robot in 2024, capable of complex movements and tasks [3][34] - Companies like Unitree and Figure AI are also making strides in humanoid robot development, focusing on various applications from industrial to household services [3][34][31] Group 3 - Humanoid robots are being applied in various sectors, including industrial manufacturing, healthcare, logistics, and home services, demonstrating their versatility and effectiveness [4][30] - Amazon is testing the humanoid robot Digit for tasks such as unloading trucks and managing shelves, while 1X and OpenAI are developing EVE for home and office assistance [4][30] - The healthcare sector is seeing humanoid robots transition from laboratory settings to clinical practice, addressing resource shortages and improving diagnostic accuracy [4][30] Group 4 - The future development of humanoid robots will focus on establishing unified hardware standards, enhancing operational reliability, and fostering collaboration between academia and industry [5][30] - There is a need for breakthroughs in multimodal perception and cloud-edge collaboration technologies to advance humanoid robot capabilities [5][30] - Creating an international platform for humanoid robot development and standardized interaction interfaces will facilitate multi-robot coordination [5][30]