机器人板块低开高走迎2026年“开门红”,机器人ETF易方达(159530)全天净申购超2亿份

Group 1 - The robotics sector experienced a strong performance today, with the National Securities Robotics Industry Index rising by 1.2%, the CSI Intelligent Electric Vehicle Index increasing by 2.5%, the CSI Consumer Electronics Theme Index up by 3.4%, and the CSI Internet of Things Theme Index climbing by 3.5% [1] - The E Fund Robotics ETF (159530) saw a net subscription of over 200 million units throughout the day, continuing a trend of net inflows for eight consecutive trading days, totaling nearly 1.5 billion yuan [1] - Morgan Stanley analysts noted that the humanoid robot industry has made significant progress over the past year, moving from product development to initial commercialization exploration [1] Group 2 - It is projected that China will ship 14,000 humanoid robots by 2026, with annual growth expected to double in the following years, potentially exceeding one million units by 2034 [1] - The humanoid robot market is anticipated to reach a scale comparable to the Chinese passenger car market, with annual sales expected to hit 30 million units in 15 years [1]