人形机器人板块震荡上行，关注机器人ETF易方达（159530）等产品投资机会

Group 1 - The National Robot Industry Index increased by 0.7%, the China Securities Intelligent Electric Vehicle Index rose by 0.8%, the China Securities Consumer Electronics Theme Index went up by 1.1%, and the China Securities Internet of Things Theme Index gained 0.6% as of midday closing [1] - The robotics sector received positive catalysts, with UBTECH winning a bid for a humanoid robot data collection and training center project in Jiujiang, Jiangxi, amounting to 143 million yuan. The project will utilize UBTECH's latest industrial humanoid robot, Walker S2, which features autonomous battery swapping [1] - Zhiyuan Innovation (Shanghai) Technology Co., Ltd. received authorization for a patent related to "dexterous hand control methods, dexterous hand control devices, dexterous hands, and robots," which is expected to address the issue of poor versatility in dexterous hands [1] Group 2 - The Consumer Electronics Theme Index, which includes companies involved in component production and complete product design and manufacturing, saw an increase of 1.1% with a rolling price-to-earnings ratio of 53.4 times and a valuation percentile of 91.0% since its inception [4] - The Internet of Things ETF managed by E Fund tracks the China Securities Internet of Things Theme Index, which focuses on companies involved in information collection, transmission, and IoT applications, and it increased by 0.6% with a rolling price-to-earnings ratio of 31.2 times and a valuation percentile of 37.6% since its inception [4]