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机器人板块今日延续调整,机器人ETF易方达(159530)全天获近6000万份净申购

Core Viewpoint - The robotics sector continues to adjust, with the Guozheng Robotics Industry Index down by 2.4%, while the Zhongzheng Consumer Electronics Theme Index decreased by 0.1%. In contrast, the Zhongzheng Intelligent Electric Vehicle Index increased by 0.1%, and the Zhongzheng Internet of Things Theme Index rose by 0.6%. The E Fund Robotics ETF (159530) saw a net subscription of nearly 60 million shares throughout the day [1]. Industry Summary - Dongwu Securities believes that humanoid robots will become the best carrier for AI amid the wave of embodied intelligence, potentially ushering in a 10-year industrial cycle [1]. - From an industrial development perspective, it is anticipated that by 2025, robots will successfully initiate small-scale mass production, with acceleration in the iteration and expansion of various component segments. The overall industry chain is expected to experience rapid growth by 2026 [1].