人形机器人商业化落地全面提速，机床ETF（159663.SZ）盘中分化，新时达涨停

Group 1 - The A-share market showed mixed performance on January 20, with the Shanghai Composite Index rising by 0.22%, while sectors such as real estate, oil and petrochemicals, and building materials performed well, while comprehensive and communication sectors lagged behind [1] - The machine tool sector exhibited stock differentiation, with the machine tool ETF (159663.SZ) declining by 1.19%. Notable performers included Sifangda, which rose by 10.37%, Xinshi Da by 9.99%, and Huaming Equipment by 7.79%, while Zhongtung High-tech and Xiamen Tungsten fell by 6.61% and 5.24%, respectively [1] Group 2 - At the 2026 CES, Boston Dynamics officially launched the mass production version of the Atlas humanoid robot, with initial customers including Hyundai Motor Group and Google DeepMind. Hyundai is a key partner for industrial applications of Atlas, aiming to explore the robot's value in manufacturing, logistics, and factory automation [3] - According to Guojin Securities, the release of the Atlas mass production version signifies a shift from "technology validation" and "capability demonstration" to "deliverable and deployable," accelerating the commercialization process of robots [3] - The machine tool ETF (159663) closely tracks the China Securities Machine Tool Index, which encompasses critical segments of China's manufacturing industry, including high-end equipment manufacturing, laser equipment, machine tools, robots, and industrial control equipment, representing a core area for innovation-driven and industrial upgrade practices [3]