机器人产业ETF（159551）涨超1.2%，人形机器人量产预期提振硬件赛道

Core Viewpoint - The humanoid robot industry is expected to see significant growth, with 2025 projected as the year of mass production, presenting substantial opportunities for domestic supply chains [1] Industry Summary - Demand for humanoid robots in commercial and industrial sectors is anticipated to be strong, with leading manufacturers likely to accelerate industry development by entering capital markets [1] - The implementation of U.S. tariff policies is expected to enhance the cost efficiency of domestic industrial supply chains and engineering teams, enabling top companies to expand overseas and increase market share [1] - The integration of AI is creating opportunities in the automation of forklifts and textile equipment, while the smart logistics industry is advancing rapidly, driven by the demand for reduced labor in the clothing sector [1] - Industry data indicates that from January to June 2025, the cumulative production of industrial robots is projected to grow by 35.6% year-on-year, while the cumulative production of metal cutting machine tools is expected to increase by 13.5%, reflecting strong demand for automation equipment [1] Investment Vehicle - The Robot Industry ETF (159551) tracks the Robot Index (H30590), which focuses on high-tech companies involved in the research, manufacturing, and application of robots, reflecting the overall performance of publicly traded companies in the robot industry [1] - The index encompasses various high-tech segments, including industrial and service robots, highlighting the growth characteristics of the industry [1]