机器人概念股早盘回调，机器人ETF易方达（159530）获资金逆势加仓

Core Viewpoint - The robotics and AI sectors are experiencing a downturn, with key indices showing declines, but there is optimism for a significant growth cycle in humanoid robotics over the next decade [1] Industry Summary - As of midday close, the Guozhen Robotics Industry Index and the CSI Intelligent Electric Vehicle Index both fell by 0.5%, while the CSI Consumer Electronics Theme Index and the CSI Internet of Things Theme Index dropped by 1.5% [1] - The E Fund Robotics ETF (159530) saw a net subscription of approximately 10 million units in half a day, with its latest scale reaching about 12 billion yuan, making it the largest among similar ETFs [1] Company Summary - Dongwu Securities believes that humanoid robots will become the best carriers for AI in the wave of embodied intelligence, potentially leading to a significant industrial cycle over the next ten years [1] - From an industry development perspective, by 2025, robots are expected to have successfully initiated small-scale mass production, with components accelerating iteration and expansion, leading to a potential industry explosion by 2026 [1]