WMA-0，机器人ETF（159770）涨近1%，机构：人形机器人商业化落地可期

Core Viewpoint - The robotics sector is experiencing significant growth, driven by advancements in technology and increased investment from both domestic and international companies [1][2]. Group 1: Market Performance - On September 16, major indices showed mixed results, with the CSI Robotics Index (H30590.CSI) rising by 0.86%, and several component stocks such as Aobo Zhongguang-UW, Junpu Intelligent, and Weichuang Electric increasing by over 5% [1]. - The Robotics ETF (159770) saw a quick rise at the beginning of trading, currently up nearly 1%, with a trading volume of 64.89 million yuan [1]. - As of September 15, the ETF recorded a cumulative net inflow of 34.88 million yuan over the past five trading days, with a total circulation of 7.641 billion shares and a market size of 8.237 billion yuan [1]. Group 2: Industry Developments - On September 15, Yushu Technology announced the launch of UnifoLM-WMA-0, an open-source world model designed for general robotics learning, focusing on understanding the physical laws of interaction between robots and their environments [1]. - Brett Adcock, CEO of Figure, indicated that the company will make three major announcements in the coming days, emphasizing their commitment to achieving human-level intelligence [1]. - Zhang Yunming, Deputy Minister of the Ministry of Industry and Information Technology, stated on September 9 that efforts will be made to strengthen industrial supply, accelerate the development of high-end computing chips, multimodal algorithms, and promote the deployment of intelligent agents, including humanoid robots and brain-computer interfaces [1]. Group 3: Investment Opportunities - The Robotics ETF closely tracks the CSI Robotics Index, with significant holdings in companies like Huichuan Technology, iFlytek, and Stone Technology, and includes two off-market connected funds [2]. - Shanghai Securities noted a surge in industry participants, with major domestic companies like Huawei, ByteDance, BYD, Xiaomi, and Ant Group increasing their investments in embodied intelligence, while international firms like Tesla and Figure AI are accelerating commercialization [2]. - The emergence of companies like DeepSeek in artificial intelligence is driving the development of general robotic models, indicating a promising trend for humanoid robots in industrial applications, suggesting that commercialization is on the horizon [2].