阿里、美团等扎堆投资具身智能,机器人ETF(159770)昨日放量上涨,机构:板块有望持续向上

Group 1 - The market experienced a significant rally on January 12, with all three major indices rising over 1%, and the total trading volume in the Shanghai and Shenzhen markets reaching 3.6 trillion yuan [1] - The CSI Robotics Index (H30590.CSI) increased by 2.92%, with notable gains from companies such as Hongxun Technology, which hit the daily limit, and Huachangda, which rose over 9% [1] - The Shanghai Stock Exchange Science and Technology Innovation Board Composite Index (000680.SH) rose by 2.88%, with 17 stocks, including Puyuan Information and Xinke Mobile, hitting the daily limit, and Guoguang Electric increasing by over 18% [1] Group 2 - The Shanghai Municipal Government issued a three-year action plan to support the transformation and upgrading of advanced manufacturing, aiming for full coverage of smart factories by large enterprises and increasing robot density to 600 units per 10,000 people by 2028 [1] - The Robotics ETF (159770) saw a significant increase in trading volume, with a transaction amount of 619 million yuan and a real-time premium rate of 0.1% [2] - The Tianhong Science and Technology Innovation Index ETF (589860) also experienced an increase, with a transaction amount of 15.58 million yuan and a real-time premium rate of 0.12% [1][2] Group 3 - The company Self-Variable Robotics recently completed a 1 billion yuan A++ round of financing, attracting investments from major internet companies including Meituan, Alibaba, and ByteDance [2] - The Robotics ETF closely tracks the CSI Robotics Index, with significant holdings in manufacturing and information technology sectors, including companies like Huichuan Technology and iFlytek [2] - Longjiang Securities anticipates that the domestic and international robotics industry will encounter several key milestones by Q1 2026, with domestic manufacturers expected to accelerate applications in commercial services, industrial inspections, and education due to supportive policies [2]