Group 1 - The National Robot Industry Index fell by 2.8%, while the Consumer Electronics Theme Index decreased by 1.2%, and the Intelligent Electric Vehicle Index dropped by 0.4%. In contrast, the Internet of Things Theme Index rose by 0.1% [1] - The E Fund Robot ETF (159530) saw a net subscription of 231 million shares today, accumulating nearly 2.5 billion yuan in the past month, bringing its total size to approximately 6.4 billion yuan, making it the largest among similar ETFs [1] - CITIC Securities forecasts that by the first half of 2025, the net profit growth rates for humanoid robots, PEEK materials, and embodied intelligence segments will be 22.1%, 30.9%, and 27% year-on-year, significantly higher than the same period last year [1] Group 2 - The humanoid robot sector experienced a staggering 828% year-on-year growth in contract liabilities, ranking first among all tracked segments, indicating a surge in demand during what is referred to as the "year of mass production" [1]
机器人指数震荡走弱,机器人ETF易方达(159530)逆势获超2.3亿份净申购