BOOMY(SH:688290) Sou Hu Cai Jing·2025-08-07 02:35Group 1: ETF Performance - The liquidity of the Robot ETF managed by Harvest has a turnover rate of 2.17% with a transaction volume of 11.93 million yuan, and the average daily transaction volume over the past week is 39.05 million yuan as of August 6 [3] - The Robot ETF has seen a significant growth in scale, increasing by 197 million yuan over the past six months [3] - The net value of the Robot ETF has risen by 62.86% over the past year, ranking 273 out of 2949 in the index stock fund category, placing it in the top 9.26% [3] Group 2: Historical Returns - Since its inception, the Robot ETF has recorded a highest single-month return of 25.78%, with the longest consecutive monthly gains being three months and the maximum increase during this period being 37.12% [3] - The average return during the months of increase is 8.93% [3] Group 3: Top Holdings - As of July 31, 2025, the top ten weighted stocks in the CSI Robot Index include iFlytek, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhong Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent, collectively accounting for 48.86% of the index [3] Group 4: Industry Developments - On August 6, the Shanghai Municipal Government released the "Implementation Plan for the Development of Embodied Intelligence Industry," aiming for breakthroughs in core algorithms and technologies by 2027, with a target industry scale exceeding 50 billion yuan [5] - The plan includes the establishment of at least four high-quality incubators for embodied intelligence and the promotion of a hundred leading international products [5] Group 5: Market Outlook - According to Dongfang Securities, the focus on humanoid robots is shifting from "can it be made" and "can it move" to "can it be used," indicating a need for advancements in both hardware and software [6] - The market for humanoid robots is expected to see significant growth, particularly in 2025, which is anticipated to be the year of mass production for humanoid robots, presenting substantial opportunities for domestic supply chains [7]