机器人板块午后拉升，机器人ETF易方达（159530）标的指数涨超2%

Core Insights - The A-share technology sector, particularly the robotics segment, experienced a significant rise, with the National Robotics Industry Index increasing by 2.1% as of 14:15. The E Fund Robotics ETF (159530) recorded a trading volume exceeding 500 million yuan, with a net inflow of over 6 billion yuan since September [1] Industry Developments - The Shanghai Municipal Economic and Information Commission released the "Shanghai Intelligent Terminal Industry High-Quality Development Action Plan (2026-2027)", aiming to develop humanoid robots that are capable of communication, emotional intelligence, and skills. The plan supports the research and mass production of humanoid robots and promotes the industrialization of core components such as edge chips, dexterous hands, and batteries [1] Market Trends - According to a report from Guotai Haitong Securities, the humanoid robot industry has made significant progress both domestically and internationally, indicating a rapid commercialization of the sector. The report suggests that short-term focus should be on industry fluctuations driven by events, while long-term attention should be on high-quality companies with certainty in the supply chain [1] Investment Opportunities - The National Robotics Industry Index emphasizes humanoid robots and core components, with related stocks accounting for nearly 80% of the index weight. The E Fund Robotics ETF (159530) has reached a scale of 11.8 billion yuan, making it the largest product tracking this index, providing investors with a streamlined way to invest in the humanoid robotics industry chain [1]