人形机器人产业化有望不断提速，机器人产业ETF（159551）跌超0.4%

Group 1 - The core viewpoint of the news highlights the advancements in humanoid robots, particularly Tesla's Optimus, which is expected to revolutionize the global economy with a projected quantity reaching hundreds of billions [1] - Tesla's Optimus demonstrated improved coordination and learning capabilities in a simulated environment without the need for additional real-world data adjustments [1] - A comprehensive cooperation agreement was signed between Huawei and UBTECH, aiming to enhance humanoid robot efficiency and deployment in industrial and household scenarios [1] Group 2 - The Robot Industry ETF (159551) tracks the Robot Index (H30590), which includes listed companies involved in industrial robots, service robots, and automation systems [2] - The recent market fluctuations in the robot sector are attributed to improved market liquidity and a return to technology growth themes, with a notable divergence in individual stock performances [2] - The humanoid robot industry is expected to accelerate commercialization, with significant production plans from key domestic and international manufacturers anticipated for 2025 [1][2]