两部门：开展养老机器人应用试点，机器人ETF（159770）涨0.34%，博众精工涨近5%

Group 1 - The concept of elderly care robots is gaining traction, with significant movements in related ETFs, particularly the largest robot ETF in the Shenzhen market, which saw a trading volume exceeding 1.1 billion yuan and a 0.34% increase [1] - The ETF has experienced a net inflow of nearly 120 million yuan over the past two days, indicating strong investor interest [1] - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs have initiated a pilot program for intelligent elderly care service robots, requiring at least 200 household applications and deployments of 200 units [1] Group 2 - The humanoid robot industry chain is continuously evolving, with advancements in hardware, components, algorithms, and application scenarios, maintaining a high level of industry vitality [2] - The competition in the hardware segment is intensifying, leading to rapid cost reductions for components like screws and reducers, but also resulting in a deteriorating competitive landscape before the industry fully scales [2] - Investment opportunities in the "AI + robotics" sector are highlighted, focusing on areas such as sensors, dexterous hands, robotic dogs, exoskeletons, and specialized applications, which are not solely dependent on humanoid robots [2] - The humanoid robot industry is expected to open up broader market opportunities, potentially surpassing the automotive sector, marking a significant investment opportunity from "0 to 1" [2]