机器人板块获长期看好，机器人ETF嘉实(159526)连续4天净流入，规模创近3月新高！

Market Performance - As of August 29, 2025, the China Securities Robot Index decreased by 0.14%, with mixed performance among constituent stocks [1] - Leading stocks included Jiangsu Beiren (+4.40%), Keri Technology (+4.25%), and Guomao Co. (+4.15%), while Dongjie Intelligent led the decline [1] ETF Performance - The Jiashi Robot ETF (159526) had a turnover rate of 7.44% and a transaction volume of 44.77 million yuan [3] - Over the past week, the average daily transaction volume reached 64.72 million yuan, with the ETF's latest scale hitting 603 million yuan, a three-month high [3] - The Jiashi Robot ETF saw a net inflow of 31.22 million yuan over the last four days, with a peak single-day net inflow of 17.71 million yuan [3] - The ETF's net value increased by 84.80% over the past year, ranking 420 out of 2985 in the index stock fund category, placing it in the top 14.07% [3] Key Holdings - As of July 31, 2025, the top ten weighted stocks in the China Securities Robot Index accounted for 48.86% of the index, including Keda Xunfei, Huichuan Technology, and Stone Technology [3][5] Company Performance - Horizon Robotics reported a revenue of 1.567 billion yuan for the first half of the year, a year-on-year increase of 67.6%, with a gross profit of 1.024 billion yuan and a gross margin of 65.4% [5] - The company holds a 45.8% market share in the ADAS basic auxiliary driving market and a 32.4% share in the overall intelligent auxiliary driving computing solutions market for domestic brands [5] Industry Outlook - China Galaxy Securities expresses a long-term positive outlook for the robotics sector, highlighting leading companies with strong technological accumulation and product ecosystems [6] - The report emphasizes the importance of specialized manufacturing capabilities and support for startups in the industry [6] - Key application scenarios to watch for in 2025 include breakthroughs in industrial logistics, institutional elderly care, special environments (such as steelmaking and power inspection), agriculture, and consumer-facing robots [6]