政策利好再度释放，工业母机ETF（159667）涨近2%

Group 1 - The Ministry of Industry and Information Technology held a meeting focusing on accelerating the high-quality development of the industrial mother machine industry, emphasizing its importance in modern industrial systems [1] - Industrial mother machine concept stocks surged following the positive news, with the Industrial Mother Machine ETF (159667) rising nearly 2% [1] - Demand for industrial mother machines is expected to recover due to policies promoting large-scale equipment updates and replacements, with a projected increase in demand for mid-to-high-end CNC machine tools driven by emerging industries like aerospace and humanoid robots [1] Group 2 - The development of humanoid robots is beneficial for the recovery of the industrial mother machine's fundamentals, as industrial mother machines are essential for the mass production of core components [1][2] - The core components of humanoid robots, such as sensors, motors, screws, and reducers, overlap significantly with those of industrial mother machines, indicating a shared supply chain that can enhance profitability through cost dilution [2]