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工业母机ETF(159667)涨超1.0%,人形机器人进入量产阶段,机床板块有望充分受益

Group 1 - The core viewpoint is that the demand for humanoid robots and their core components will significantly increase as the mass production process accelerates [1] - The processing precision of core components for humanoid robots is higher than that of industrial robots, particularly for planetary roller screw drives, which face challenges in complex surface forming, multi-component collaborative precision control, and material performance optimization [1] - Mainstream processing methods for planetary roller screw drives include cyclone milling, hard turning, and grinding, with thread grinding machines becoming the primary solution [1] Group 2 - The Industrial Mother Machine ETF tracks the China Securities Machine Tool Index, which reflects the overall performance of listed companies involved in machine tool manufacturing [1] - The constituent stocks of the index cover upstream and downstream enterprises in the machine tool industry chain, focusing on manufacturing upgrades and high-end equipment sectors [1] - Investors without stock accounts can consider the Guotai China Securities Machine Tool ETF Initiated Link A (017471) and Link C (017472) [1]