机器人ETF鹏华(159278)红盘向上，宇树创始人称机器人未来热度或是现在的1000倍

Group 1 - The core viewpoint is that the robotics industry, particularly embodied intelligence, is primarily driven by AI, with potential for significant growth in the coming years, possibly exceeding the hype of mobile internet by 100 to 1000 times [1] - The year 2026 is identified as a critical milestone for humanoid robots, with expectations for mass production and supply chain developments, leading to a substantial increase in output from thousands to tens of thousands of units [1] - Major companies are expected to converge in terms of supply chain and technology, indicating a global "arms race" in robotics, with advancements in electric drive technologies and new materials [1] Group 2 - As of February 13, 2026, the Guozheng Robotics Industry Index (980022) has risen by 0.52%, with notable increases in stocks such as Dingzhi Technology and Kelaimechatronics [2] - The top ten weighted stocks in the Guozheng Robotics Industry Index account for 39.43% of the index, highlighting key players in the robotics sector [2] - The Penghua Robotics ETF (159278) closely tracks the Guozheng Robotics Industry Index, reflecting the price changes of related listed companies [2]