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Figure 03横空出世!“全市场唯一两百亿规模”机器人ETF(562500)回调,核心赛道迎来黄金布局点

Group 1 - The Robot ETF (562500) is currently experiencing technical consolidation near a key support level after early profit-taking, with significant trading volume indicating effective turnover of shares [1] - Among the holdings, Haide Control leads with a gain of 6.82%, while Zhongkong Technology declines by 5.26% [1] - Figure AI, a US humanoid robot startup, has launched its third-generation humanoid robot, Figure 03, which is 9% lighter and significantly smaller than its predecessor, Figure 02, making it more suitable for home environments [1] Group 2 - CITIC Securities highlights the key features of Figure 03, including hand cameras and sensors, wireless charging, and manufacturing methods, indicating strong hardware capabilities and active product deployment that may drive supply chain demand [1] - Domestic companies such as Zhiyuan Robotics and Yuanli Unlimited have disclosed over 100 million yuan in intelligent embodiment orders this week, suggesting a maturing product and supply chain with potential future orders [1] - The fourth quarter is seen as a crucial window for the humanoid robot sector, particularly regarding the changes and mass production expectations of Tesla's third-generation Optimus robot, despite potential delays in factory audits [1] Group 3 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion, covering various segments including humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robot industry chain [2]