人形机器人1.24亿大单落地，“人形含量”足的机器人ETF易方达（159530）规模再创新高

Group 1 - The robotics sector opened strong and continued to rise, with the National Securities Robotics Industry Index up by 2.0% as of 10:15, and stocks like Kewos and Zhongdali gaining the daily limit [1] - The tracking ETF for this index, E Fund Robotics ETF (159530), has seen continuous capital inflow for three consecutive trading days, reaching a record size of over 1.7 billion yuan [1] - China Mobile's procurement announcement revealed that Zhiyuan Robotics and Yushu Technology won a humanoid biped robot manufacturing service project with a total budget of 124 million yuan, marking the largest single procurement in the domestic humanoid robot sector [1] Group 2 - Dongfang Securities believes that with support from the capital market, humanoid robot manufacturers are expected to enter a phase of rapid production and expansion, which will also boost the prosperity of the component supply chain [1] - The National Securities Robotics Industry Index covers key stocks across the entire robotics industry chain, with humanoid robot-related stocks accounting for over half of the index, ranking first in "humanoid content" among all ETFs tracked [1] - Investors can conveniently access industry development opportunities through products like E Fund Robotics ETF (159530, linked funds A/C: 020972/020973) [1]