Sou Hu Cai Jing·2025-08-19 06:24Group 1: ETF Performance and Liquidity - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 8.09%, with a transaction volume of 44.39 million yuan [3] - Over the past week, the average daily transaction volume of the Robot ETF reached 44.26 million yuan [3] - The ETF's scale has increased by 200 million yuan in the past six months, with a share growth of 23.7 million shares this year [3] Group 2: Financial Performance - As of August 18, 2025, the net value of the Robot ETF has risen by 8.92% over the past six months, ranking in the top two among comparable funds [3] - The highest monthly return since inception was 25.78%, with the longest consecutive monthly gains being three months and a maximum increase of 37.12% [3] - The average return during the rising months is 8.93% [3] Group 3: Key Holdings - As of July 31, 2025, the top ten weighted stocks in the CSI Robot Index include Keda Xunfei, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhu Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent, collectively accounting for 48.86% of the index [3] Group 4: Industry Developments - Zhiyuan Innovation (Shanghai) Technology Co., Ltd. has partnered with Fulian Precision Engineering Co., Ltd. for a project worth several million yuan, marking the first large-scale commercial contract for embodied robots in the industrial sector in China [5] - The current phase of humanoid robots is likened to the "iPhone era," indicating significant industry potential, with dexterous hands expected to account for over 30% of the robot's value [5] Group 5: Technological Advancements - The robot industry is entering a rapid development phase, with the commercialization process accelerating [6] - Sensors are identified as the core hardware for the intelligence level of humanoid robots, with technological iterations driving significant advancements [6] - The value and technical requirements of sensors may undergo substantial changes due to the accelerated product iterations by main manufacturers [6]