“擎天租”亮相标志人形机器人进入“租时代”,人工智能AIETF(515070)北京君正大涨5.69%

Group 1 - The A-share market saw a collective rise in the three major indices on December 23, with sectors such as lithography machines, Hainan, insurance, and precious metals leading the gains, while sectors like horse racing, retail, Tianjin Free Trade Zone, and education experienced declines [1] - The largest AI ETF in the Shanghai market, AI ETF (515070), rose by 0.47% during the session, with holdings like Beijing Junzheng surging by 5.69%, and other notable gainers including Deep Sanda A, Cambricon Technologies, Amlogic, and Lexin Technology [1] - The "Qingtian Rental" platform, the first open robot rental platform in China, was launched at the National Robot Rental Ecological Summit on December 22, covering 50 core cities and linking over 600 service providers, with rental prices ranging from 200 yuan to over 10,000 yuan [1] Group 2 - According to Guotai Junan Securities, the humanoid robot industry is entering a critical mass production phase, with hardware companies becoming the core driving force. The period from 2022 to 2025 is seen as the first phase, transitioning products from laboratories to industrialization, while the second phase starting in 2025 will focus on large-scale production [1] - The number of registered humanoid robot companies in China is expected to reach 104 by 2024, marking a year-on-year increase of 104%. From January to July 2025, there have been over 101 financing events totaling more than 26 billion yuan, indicating a high level of enthusiasm in the capital market [1] - The AI ETF (515070) tracks the CS AI Theme Index (930713), selecting component stocks that provide technology, basic resources, and application end stocks for artificial intelligence, focusing on the midstream and upstream of the AI industry chain, often referred to as the "brain" creators of robots [2]