人形机器人产业化不断加速，机器人ETF嘉实(159526)全面布局机器人产业链投资机遇

Core Insights - The robotics sector is experiencing significant growth, with the China Securities Robotics Index rising by 1.82% as of January 21, 2026, driven by strong performances from key stocks such as Tianzhihang (+15.53%) and Zhongkong Technology (+9.48%) [1] Industry Overview - The Ministry of Industry and Information Technology (MIIT) announced that the humanoid robot industry is evolving faster than expected, with over 140 domestic manufacturers and more than 330 humanoid robot products expected by 2025, indicating a promising future for the industry [1] - The MIIT plans to continue promoting technological innovation and upgrades in humanoid robots, aiming to drive the broader embodied intelligence industry [1] Market Projections - According to Guoyuan Securities, the industrialization of humanoid robots is accelerating, with domestic manufacturers expected to achieve orders in the tens of millions by 2025. In 2026, the focus will be on mass production of complete machines, core modules (linear/rotary joints), and the generalization of AI capabilities [1] - The global market for humanoid robots is projected to reach $32.4 billion by 2029, with a compound annual growth rate (CAGR) of 57%, driven by breakthroughs in key components like dexterous hands [1] Index Composition - As of December 31, 2025, the top ten weighted stocks in the China Securities Robotics Index include iFlytek, Huichuan Technology, Top Group, Dahua Technology, and others, collectively accounting for 52.83% of the index [1] Investment Opportunities - The Jia Shi Robotics ETF (159526) closely tracks the China Securities Robotics Index, focusing on system solution providers, digital workshop and production line integrators, automation equipment manufacturers, and other robotics-related entities across the entire industry chain [2] - Investors without stock accounts can access the robotics industry development opportunities through the Jia Shi Robotics ETF linked fund (024620) [3]