工业具身智能迎来规模化商用突破，工业互联ETF(159778)早盘收涨近1.5%

Group 1 - The core viewpoint of the news highlights the strong performance of the Industrial Internet theme index and its constituent stocks, indicating a positive trend in the industrial internet sector [1][2] - The Industrial Internet ETF (159778) has risen by 1.49%, reflecting the overall growth in the sector, with a latest price of 0.89 yuan [1] - A significant project collaboration between Zhiyuan Innovation (Shanghai) Technology Co., Ltd. and Fulian Precision Engineering Co., Ltd. has been established, marking the first large-scale commercial application of embodied robots in the industrial field in China [1] Group 2 - Oriental Securities expresses optimism regarding the expansion of humanoid robot applications in industrial settings, noting a shift in market focus from mere mobility to usability [2] - The upcoming World Robot Conference 2025 (WRC2025) is expected to showcase the growing application scenarios for humanoid robots, which include various tasks such as fighting, dancing, and industrial applications [2] - As of July 31, 2025, the top ten weighted stocks in the Industrial Internet theme index account for 46.55% of the index, with notable companies including Industrial Fulian, CATL, and Hikvision [2]