Group 1 - The engineering machinery industry is benefiting from the commencement of the Yarlung Tsangpo River downstream hydropower project, which is a significant national project with a long construction period that will effectively support domestic long-term demand [1] - Due to the complexity and systemic nature of hydropower construction, the demand for drilling rigs, which are core equipment throughout the entire project cycle, is expected to grow rapidly [1] - In the automation equipment sector, Tesla's Optimus Gen3 humanoid robot is expected to launch this year and enter mass production next year, while the domestic Fourier GR-3 medical care robot is also set to be released soon, indicating that humanoid robot application scenarios are likely to accelerate with continuous improvements in software and hardware technology [1] Group 2 - IDC predicts that the global robotics market will exceed $400 billion by 2029, with China accounting for nearly 50% and a compound annual growth rate of 15%, making it a core engine for global growth [1] - The Robotics Industry ETF (159551) tracks the robotics index (H30590), focusing on companies related to robotics research, manufacturing, and application, covering cutting-edge fields such as industrial automation and service robots, aiming to reflect the overall performance of listed companies in the robotics industry with technological innovation and long-term growth potential [1] - Investors without stock accounts can consider the Guotai Zhongzheng Robotics ETF Initiated Link A (020289) and Guotai Zhongzheng Robotics ETF Initiated Link C (020290) [1]
机器人产业ETF(159551)当日涨超3%,行业兼具技术创新性与长期成长潜力