埃斯顿等多家名企豪掷 6000 万,江苏鼎汇具身智能机器人创新中心来了!“全市场唯一两百亿规模”机器人ETF(562500) 震荡企稳,板块内分化加剧但交投仍然活跃
Mei Ri Jing Ji Xin Wen·2025-10-22 06:12

Group 1 - The Robot ETF (562500) experienced a slight increase of 0.20%, closing at 1.010 yuan, outperforming the CSI Robot Index (+0.17%) and significantly beating the Shanghai Composite Index (-0.19%) [1] - The trading pattern showed a rise followed by a pullback, stabilizing around the moving averages, with a trading volume of approximately 9.6 billion yuan, maintaining high turnover [1] - Among the constituent stocks, 34 rose while 39 fell, indicating a mixed performance within the sector, with notable gainers including CITIC Heavy Industries (+10%) and Haide Control (+7.4%) [1] Group 2 - CITIC Construction Investment noted that the humanoid robot index's relative performance is primarily influenced by Tesla's advancements in robotics, such as performance iterations and hardware finalization [2] - The sector has shifted from thematic investments focusing on new hardware directions to expectations of mass production, with the Gen3 hardware nearing finalization and large-scale production [2] - The upcoming Gen3 release is anticipated to provide clearer guidance on hardware finalization and production, presenting a historic opportunity for the sector [2]