行业ETF风向标丨人形机器人半马赛事点燃科技与资本双引擎，机器人ETF易方达（159530）助力产业一键布局

Group 1 - The first humanoid robot half-marathon was successfully held in Beijing, featuring 20 teams, highlighting the potential and challenges of humanoid robots [1] - The event served as a public awareness and market education opportunity, revealing limitations such as limited battery life, overheating motors, and insufficient intelligence, which may drive industry upgrades [1] - The marathon course simulated real-world scenarios like urban inspections and disaster rescue, validating the robots' capabilities in long-distance movement, complex terrain adaptation, and human-robot collaboration [1] Group 2 - The humanoid robot index has significantly outperformed the CSI 300 index since October 2024, indicating a strong market trend and substantial future application potential in consumer demand [1] - Following the half-marathon event, the humanoid robot sector showed robust performance, with the robot ETF E Fund (159530) achieving a weekly increase of 2.6%, leading among similar products [1] - The E Fund robot ETF has reached a historical high with 641 million shares and a scale of 781 million yuan, reflecting growing investor interest [2] Group 3 - The National Robot Industry Index has been revised, with humanoid robot-related companies now accounting for 53% of the index, the highest proportion among all indices [2][5] - The index includes companies involved in robot bodies and core components, aligning closely with the technological trends in humanoid robotics [6] - Since 2018, the National Robot Industry Index has achieved an annualized return of 7.8%, outperforming similar indices, and has shown a remarkable annualized return of 83.7% since the "9.24" market event in 2024 [8]