人形机器人产业化提速，机床ETF（159663.SZ）上涨0.58%

Group 1 - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index increasing by 0.05%, led by gains in the communication, pharmaceutical, and comprehensive sectors, while the defense, military, and banking sectors experienced declines [1] - The machine tool sector was active, with the Machine Tool ETF (159663.SZ) rising by 0.58%. Notable individual stock performances included Huari Precision up by 4.16%, Weichuang Electric up by 3.09%, Huagong Technology up by 2.91%, Huachen Equipment up by 1.68%, and Dazhu Laser up by 1.24% [1] Group 2 - Hammerna Co. is actively advancing its robotics layout, focusing on flexible movement through multi-degree-of-freedom skeletal designs, dexterous fingers, and lower limbs. The company has responded to inquiries from approximately 15 clients regarding robotics and is collaborating with multiple firms to develop robotic hands, as well as establishing local procurement and assembly systems in China [3] - Huaxi Securities indicates that with the acceleration of domestic and international enterprise layouts and breakthroughs in AI technology, humanoid robots are expected to reach a mass production milestone. Driven by cost-reduction demands, there is a strong need for domestic substitution of core components in humanoid robots, presenting a broad market space. Domestic companies that achieve breakthroughs first are likely to benefit significantly [3] - The Machine Tool ETF (159663) closely tracks the China Securities Machine Tool Index, which encompasses a critical segment of China's manufacturing industry—high-end equipment manufacturing, including laser equipment, machine tools, robots, and industrial control devices. This sector is central to the new productivity concept emphasizing innovation-driven and industrial upgrading practices [3]