一个订单点燃机器人板块，关注机器人产业ETF（159551）

Group 1 - The core viewpoint is that the robotics sector is experiencing significant growth, driven by major contracts and increasing production rates in both industrial and service robots [1][2] - China Mobile has awarded a major contract worth 124 million yuan for humanoid biped robot manufacturing, marking the largest single procurement in the domestic humanoid robot sector [1] - In May 2025, China's industrial robot production reached 69,100 units, a year-on-year increase of 35.5%, while service robot production was 1.2164 million units, up 13.8% [1] Group 2 - The Ministry of Industry and Information Technology emphasizes the need to develop humanoid robots and improve common technology research and data infrastructure [2] - The Chinese robotics industry is in a historical opportunity phase, with domestic brands expected to gain market share due to recovering demand and supportive policies [2] - Investors are advised to pay attention to the robotics industry ETF (159551) as the long-term outlook for the sector remains positive [2]