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工业机器人快速发展!机床ETF上涨1.44%,泰嘉股份上涨9.14%

Core Viewpoint - The A-share market is experiencing a collective rise, with significant gains in sectors such as semiconductors, computer hardware, and communication equipment, while leisure goods and diversified finance sectors are declining [1] Industry Summary - As of September 18, the Shanghai Composite Index rose by 0.26% during intraday trading, with the machine tool sector showing strong performance, particularly the machine tool ETF (159663), which increased by 1.44% [1] - Notable individual stocks within the machine tool sector include Taijia Co., which rose by 9.14%, Keli'er by 5.88%, and Lide Huanbo by 5.20% [1] - The production of industrial robots in China reached 63,700 units in July 2025, marking a year-on-year growth of 24%, while the total production from January to July 2025 was 447,100 units, reflecting a 32.9% increase year-on-year [1] - Wanlian Securities indicates that the growth rate of industrial robot production significantly outpaces the growth rate of industrial added value above designated size, suggesting an acceleration in the intelligent and automated transformation of China's manufacturing sector [1] - The machine tool ETF (159663) closely tracks the China Securities Machine Tool Index, which encompasses key areas of high-end equipment manufacturing, including laser equipment, machine tools, robots, and industrial control equipment [1]