Group 1 - The core viewpoint is that the humanoid robot industry is entering a critical stage of mass production preparation, suggesting active investment opportunities [1] - Tesla's Optimus has clarified its mass production plan for 2026, with ongoing iterations in technical details, such as the new generation dexterous hand equipped with 50 actuators, indicating the feasibility of technology implementation [1] - Domestic companies like Yushu have completed IPO guidance, and Zhiyuan Robotics has undergone share reform, signaling an increase in industry maturity and the initiation of a capital cycle [1] Group 2 - The Industrial Mother Machine ETF (159667) tracks the China Securities Machine Tool Index (931866), which selects 50 listed companies involved in machine tool manufacturing and services, reflecting the overall performance of related securities [1] - The index's constituent stocks are primarily concentrated in the machinery equipment sector, focusing on the manufacturing industry, which exhibits a high degree of industry concentration [1]
工业母机ETF(159667)近20日净流入超1.2亿元,人形机器人进入量产准备的关键阶段