上纬新材发布机器人新品预告，机器人ETF（159770）昨日获净申购超3700万份，已连续18日“吸金”

Market Overview - On November 11, the market experienced fluctuations with the three major indices opening high but closing lower. The Shanghai Composite Index fell by 0.39%, the Shenzhen Component Index decreased by 1.03%, and the ChiNext Index dropped by 1.4%. The total trading volume in the Shanghai and Shenzhen markets was less than 2 trillion yuan, a decrease of 180.9 billion yuan compared to the previous trading day [1] ETF Performance - The Robot ETF (159770) closed down by 0.78% with a net subscription of 37.5 million shares and a trading volume exceeding 235 million yuan. This ETF has seen continuous capital inflow for 18 consecutive trading days, accumulating over 1.5 billion yuan in net inflow [2] - Over the past 60 trading days, the Robot ETF has recorded net inflows on 43 days, totaling nearly 3 billion yuan [2] Industry Developments - A recent announcement from "Zhiyuan Shuangwei" indicated that Upwei New Materials will launch a full-size robot standing 1.88 meters tall. Additionally, a patent for a "robotic finger, robotic hand, and humanoid robot" applied by Yushu Technology Co., Ltd. has been authorized [2] - Dongwu Securities believes that the wave of embodied intelligence positions humanoid robots as the best carrier for AI, potentially ushering in a decade-long industrial cycle. By 2025, small-scale production of robots is expected to commence, with accelerated iteration and expansion of components, leading to a significant industry explosion by 2026 [2] - CITIC Construction Investment Securities noted that the supply chain for core components of humanoid robots is developing in a coordinated manner, with different segments progressing at varying paces. The overall industry chain is transitioning from technology research and development to large-scale manufacturing and ecosystem construction [2]