机器人产品加速迭代，机器人ETF易方达（159530）受市场关注，盘中净申购超5000万份

Core Viewpoint - The robotics sector is experiencing fluctuations, with the Guozheng Robotics Industry Index down by 2.6%. However, there is significant investment interest, as evidenced by a net subscription of 52 million units in the E Fund Robotics ETF (159530) [1] Company Developments - Lingyi Intelligent Manufacturing has established a joint venture with Zhiyuan to create Dongguan Lingzhi Innovation Robotics Technology Co., Ltd. This joint venture will focus on the R&D, production assembly, and iterative optimization of industrial embodiment robots [1] - The joint venture will also explore new materials development, sensor design and iteration, battery and charging technology, and cooling solutions, while planning to build a dedicated data collection center to construct data assets [1] Industry Outlook - Dongwu Securities predicts that humanoid robots will become the best carriers for AI, potentially ushering in a decade-long industrial cycle. By 2025, small-scale mass production of robots is expected to commence, with accelerated iteration and expansion of components, leading to a significant industry chain explosion by 2026 [1] - The Guozheng Robotics Industry Index focuses on humanoid robots and core components, with related stocks accounting for nearly 80% of the index weight. The "humanoid content" is the highest in the ETF tracking index [1] - The E Fund Robotics ETF (159530) has surpassed 12 billion yuan in scale, ranking first among products tracking this index, providing investors with a streamlined way to invest in the humanoid robotics industry chain [1]