WHHD(SZ:002248) Sou Hu Cai Jing·2025-09-02 06:10Group 1 - The Robot ETF (159770) has seen a rise of over 1% as of September 2, 2025, with a trading volume of 668 million yuan and a turnover rate of 8.38% [3] - Key component stocks such as Aofei Technology (688165), East China CNC (002248), and Qinchuan Machine Tool (000837) have all increased by over 10% [3] - The Robot ETF has experienced a net inflow of 94.67 million yuan over the past three days, reaching a new high in total assets of 8.006 billion yuan and 7.558 billion shares [3] Group 2 - According to forecasts, the global humanoid robot market is expected to exceed 15 billion USD by 2030, with a compound annual growth rate of 71% from 2021 to 2030 [4] - The National Standardization Administration and the Ministry of Industry and Information Technology have issued a plan to establish a high-quality standard system for industrial mother machines by 2026, aiming for a 90% international standard conversion rate [4] - In the first half of 2025, 120 companies in the robot sector achieved a total revenue of 288.83 billion yuan, a year-on-year increase of 13.81%, with 106 companies reporting profits [4] Group 3 - In September, the industry is focusing on growth styles, with an emphasis on sectors with solid industrial logic, such as robotics [5] - The liquidity outlook is improving, and sectors related to technology and thematic investments are expected to have medium to long-term advantages [5]