机器人产业ETF（159551）涨超1%，制造业景气回升或提振需求

Group 1 - The core viewpoint of the article highlights the recovery of the manufacturing sector in China, with the manufacturing PMI rising by 0.9 percentage points to 50.1 in December 2025, indicating a return to the expansion zone [1] - The increase in the manufacturing PMI is attributed to the sustained effects of policy implementation and preparations for the Spring Festival, with production, new orders, and new export orders all showing varying degrees of improvement [1] - Looking ahead to 2026, continued domestic policy support and measures to reduce competition are expected to enhance the profitability of the manufacturing sector, leading to a gradual recovery in manufacturing sentiment and an improvement in overall demand for upstream machinery and equipment [1] Group 2 - In the robotics sector, it is projected that the domestic shipment of humanoid robots will exceed 18,000 units in 2025, with Lingxin Qiaoshou completing A++ round financing and becoming the only company globally to mass-produce over 1,000 high-freedom dexterous hands, capturing over 80% of the global market share [1] - The Robotics Industry ETF (159551) tracks the Robotics Index (H30590), which selects listed companies involved in the research, manufacturing, and application of robotics, covering industrial robots, service robots, and related component manufacturing [1] - The index focuses on core segments of the robotics industry chain, aiming to reflect the overall performance of listed companies in the robotics sector, combining technological innovation attributes with long-term growth potential [1]