工业母机ETF（159667）涨超2.4%，半导体国产化受关注

Group 1 - The engineering machinery industry continues to show a trend of stabilization and recovery, with leading manufacturers achieving positive growth in both revenue and net profit in the first half of 2025 [1] - The domestic market benefits from the smooth issuance of special bonds and the acceleration of national major engineering projects, leading to sustained demand release [1] - In the overseas market, demand is improving in emerging markets such as Southeast Asia, the Middle East, and Latin America, with China's engineering machinery product exports increasing by 9.4% year-on-year in the first half of 2025 [1] Group 2 - In the automation equipment sector, NVIDIA has released a new generation of robotic computing platform, Jetson Thor, which supports multimodal AI models, laying a hardware foundation for robotic perception and decision-making capabilities [1] - UBTECH has formed a strategic partnership with international investment institutions to promote the development of humanoid robot ecosystems [1] Group 3 - In the semiconductor equipment sector, the escalation of U.S. restrictions on China may accelerate the domestic substitution process, with sustained demand for the expansion of domestic advanced production lines [1] - Semiconductor equipment is seen as a key link for the self-controllable industrial chain, presenting development opportunities [1] Group 4 - The Industrial Mother Machine ETF (159667) tracks the China Securities Machine Tool Index (931866), which selects 50 constituent stocks from the A-share market, covering machine tool manufacturers and key component suppliers [1] - The index primarily allocates to industries such as machinery manufacturing, electronics, new energy, and robotics, reflecting the overall performance of listed companies in China's machine tool and related equipment manufacturing sector [1]