Group 1 - The core viewpoint of the article highlights the resilience of the robotics industry, supported by strong export performance and favorable domestic conditions [1] - From 2025 onwards, the mechanical and automation equipment industry is expected to show good export performance, particularly in intermediate and capital goods, with a contribution of 0.75 percentage points to China's export growth from machinery and transport equipment [1] - The export growth rate for the machinery equipment industry is anticipated to remain resilient, despite a slight slowdown in global export expansion, with China's export share expected to continue its upward trend [1] Group 2 - The robotics industry ETF (159551) tracks the robotics index (H30590), which focuses on companies involved in the research, manufacturing, and application of robotics, covering the entire industry chain from core components to system integration [1] - Positive signals are emerging in the domestic capacity cycle, with improved cash flow for enterprises and ongoing policy support, laying a foundation for manufacturing investment [1] - Equipment renewal policies are expected to continue supporting industry demand, contributing to the overall growth of the robotics sector [1]
机器人产业ETF(159551)涨超0.7%,机构称出口韧性支撑行业前景