截至2025年11月25日 13:49，机器人ETF(159770)成交2.25亿元。跟踪的中证机器人指数(H30590)上涨 0.80%，成分股博杰股份(002975)上涨10.00%，瑞松科技(688090)上涨5.49%，晶品特装(688084)上涨 4.11%，步科股份(688160)上涨4.00%，信捷电气(603416)上涨3.42%。 机器人ETF(159770)，对应场外联接基金(A：014880；C：014881)。 科创综指ETF天弘(589860)，对应场外联接(A：023721；C：023722)。 【热点事件】 1、优必选中标2.64亿元订单，刷新全球人形机器人订单金额纪录 拉长时间看，截至11月24日，机器人ETF(159770)近3月规模增长18.31亿元，近1周份额增长1.20亿份，实 现显著增长。 资金流入方面，机器人ETF(159770)近5个交易日内有4日资金净流入，合计"吸金"1.22亿元，近10日累计资 金净流入近3亿元。 截至2025年11月25日 13:49，科创综指ETF天弘(589860)盘中换手6.45%，成交1984.30万元。跟踪的上证科 创板综合指数( ...

截至2025年11月24日 09:39，机器人ETF(159770)成交3646.60万元。跟踪的中证机器人指数(H30590)下跌 0.11%。成分股方面涨跌互现，海目星(688559)领涨2.63%，宏英智能(001266)上涨2.08%，晶品特装 (688084)上涨1.95%。 北京市委相关负责人围绕人形机器人产业发展，深入昌平区、海淀区机器人企业开展调研。他强调，要深 入贯彻党的二十届四中全会精神，落实市委十三届七次全会部署，将人形机器人产业作为大力发展新质生 产力的重要抓手，完善产业发展生态，探索拓展应用场景，加速推动人形机器人商业化规模化应用落地， 打造全球领先的人形机器人技术创新和产业聚集地。 广东：数字经济试验区建设加码AI与机器人产业融合 日前，广东省人民政府印发《广东省国家数字经济创新发展试验区建设方案（2025—2027年）》，将人工 智能与机器人产业创新发展列为重要方向。方案提出开展"人工智能+""机器人+"双行动，一方面支持企业 研发通用大模型、行业大模型及中小型专用模型，建设琶洲人工智能大模型应用示范区；另一方面推动智 能机器人与智能手机、智能汽车等终端产品创新融合，同时支持高校 ...

Core Viewpoint - The robotics ETF (159770) is experiencing significant growth, with a notable increase in net subscriptions and a strong performance in the underlying robotics sector, indicating a favorable investment environment in the robotics industry driven by domestic substitution and technological advancements [1][2]. Group 1: ETF Performance - As of November 21, 2025, the robotics ETF (159770) had a turnover of 3.27% and a transaction volume of 313 million yuan, ranking first among similar products in the Shenzhen market [1]. - The ETF has seen a substantial increase in scale, growing by 944.5 million yuan over the past month, reaching a new high of 9.877 billion shares [2]. - The ETF has recorded continuous net inflows over the past 26 days, totaling 1.813 billion yuan, with a peak single-day inflow of 285 million yuan [2]. Group 2: Industry Trends - The A-share robotics sector is showing resilience, with several stocks experiencing significant rebounds despite a general market downturn, including notable gains from companies like Weichuang Electric and Siling Co., which rose over 5% [2]. - The industrial robotics industry in China is maintaining a high growth rate, with production reaching 57,900 units in October 2025, a year-on-year increase of 17.9%, and a cumulative production of approximately 602,700 units in the first ten months, reflecting a 28.8% increase [5]. - The industry is expected to continue its upward trajectory, driven by the implementation of key projects and deepening equipment renewal policies, which are likely to enhance overall market conditions [5]. Group 3: Technological Developments - The Hubei provincial government is promoting the integration of the Beidou system with robotics and other industries, emphasizing the development of new application scenarios such as "Beidou + humanoid robots" and "Beidou + artificial intelligence" [3]. - Amazon's Zoox has launched a user waitlist for its autonomous taxi service in San Francisco, marking a significant step in the commercialization of self-driving technology and increasing competition in the autonomous vehicle market [4][5].

搜狐 A股牛市 A-share bull market 搜狐新闻 . L le C B 33-11 . . TH III H L BAAR OTTATCOLLED COLULLILLA 在消费端，呷哺呷哺集团董事长贺光启将以餐饮业为例，分享企业在价格竞争与需求疲软双重压力下，如何通过产品创新与组织变革实现逆势增长。 面对全球化逆风，中国企业正加速"走出去"并向"扎下根"迈进。鹏辉能源总裁甄少强、云迹科技副总裁谢云鹏、追觅扫地机器人事业部总裁孟佳将结合新能 源、人工智能与智能硬件等赛道，解析技术出海、本地化运营与全球竞争力构建的实战经验。 金融投资板块同样阵容强大。中金公司李昭、淡水泉李天、创金合信毛丁丁、国泰基金麻绎文、诺安基金唐晨、山东招金梁永慧等资深人士，将分别从大类 资产配置、医药生物、芯片科技、黄金避险等维度，解读资本如何在不确定性中锚定长期价值。 把脉宏观变局，深研韧性发展之道 下午主论坛聚焦中国经济的宏观韧性与战略方向。 2025年11月27日，搜狐财经年度论坛将在北京举办。本届论坛将汇集吴晓求、刘纪鹏、阎学通、滕泰、孙立平、黄少卿、吴向东、吴世春等二十余位来自学 术界、产业界和投资领域的权威专家 ...

截至2025年11月19日午间收盘，机器人ETF(159770)成交1.72亿元。跟踪的中证机器人指数(H30590)下跌 1.41%。成分股方面涨跌互现，伟创电气(688698)领涨1.24%，中大力德(002896)上涨0.56%，南网科技 (688248)上涨0.11%。 值得一提的是，机器人ETF(159770)再获资金逆市布局，半日已获净申购2550万份。 | | 机器人ETF 159770 | ਐ | | --- | --- | --- | | | 通融 △ ○ + | | | 实时申购赎回信息 | 申购 | 赎回 | | 笔数 | 21 | ব | | 金额 | O | 0 | | 份额 | 3150万 | 600万 | 截至11月18日，机器人ETF(159770)近1周规模增长2041.04万元，实现显著增长。份额方面，机器人 ETF(159770)最新份额达98.23亿份，创成立以来新高。 从资金净流入方面来看，机器人ETF(159770)近24天获得连续资金净流入，最高单日获得2.85亿元净流入， 合计"吸金"17.60亿元。 计算机ETF(159998)成交2945.50万元。跟踪的中 ...

| | 机器人ETF 159770 | ਕੋ | | --- | --- | --- | | | 通 融 公 Q 中 | | | 实时申购赎回信息 | 申购 | 赎回 | | 筆数 | 19 | 6 | | 金额 | 0 | 0 | | 份额 | 3450万 | 900万 | 拉长时间看，截至11月12日，机器人ETF(159770)近1周规模增长4799.93万元，实现显著增长。机器人 ETF(159770)最新份额达97.45亿份，创成立以来新高。 从资金净流入方面来看，机器人ETF(159770)近20天获得连续资金净流入，最高单日获得2.85亿元净流入， 合计"吸金"16.82亿元。 云计算ETF天弘(517390)换手率居同类产品首位，成交1108.49万元。跟踪指数中证沪港深云计算产业指数 (931470)下跌0.72%。成分股方面涨跌互现，科华数据(002335)领涨7.77%，深信服(300454)上涨3.56%，曙 光数创(920808)上涨3.10%。 拉长时间看，截至11月12日，云计算ETF天弘(517390)近半年规模增长1.01亿元，实现显著增长。 【产品亮点】 国产替代+技术出海 ...

Core Viewpoint - The company reported its Q3 2025 earnings, achieving revenue of 1.869 billion yuan, which is essentially flat year-on-year, and a net profit attributable to shareholders of -120 million yuan, an improvement from -463 million yuan in the same period last year, indicating a reduction in losses and meeting prior expectations [1][2][3]. Financial Performance - For the first three quarters of 2025, the company achieved revenue of 1.869 billion yuan, with a net profit attributable to shareholders of -120 million yuan, compared to -463 million yuan in the previous year, and a non-recurring net profit of -228 million yuan, improving from -497 million yuan year-on-year [3][4]. - In Q3 2025, the company reported revenue of 755 million yuan, a year-on-year increase of 14.45%, driven by steady progress in domestic substitution and accelerated development in automation and multi-omics businesses [3][4]. - The company’s gross margin for the first three quarters was 53.32%, down 8.15 percentage points, primarily due to competitive pressures affecting product margins [8]. Business Segments - The full-read long sequencing business saw a steady increase in instrument sales, with the successful launch of the T7+ product, although instrument sales revenue slightly declined due to product mix effects [4]. - The smart automation business segment has been upgraded to focus on automation, with steady revenue growth in the first three quarters of 2025 [5]. Technological Advancements - The company is actively applying AI technologies in its smart automation business, enhancing its capabilities through new platforms and modules, which are expected to improve efficiency and reduce costs [5]. - A licensing agreement with SwissRockets for the CoolMPS sequencing technology is expected to generate at least 120 million USD in upfront payments and milestone payments, reflecting the company's technological leadership [6][7]. Future Outlook - The company is well-positioned to benefit from the domestic substitution trend, especially following the U.S. restrictions on Illumina, which may enhance its market share [9]. - The global sequencing industry is expected to see improved demand as macroeconomic conditions stabilize, with the company’s losses anticipated to narrow as operational efficiencies improve [9][10]. - Revenue projections for 2025-2027 are 3.041 billion, 3.389 billion, and 3.763 billion yuan, with net profits expected to improve significantly over the same period [10].

Core Insights - The Robot ETF (159770) has seen a significant increase, closing up 2.04% with a trading volume of 344 million yuan, and its latest scale reached 9.743 billion yuan, marking a new high since its inception [2] - The ETF has experienced a net inflow of 400 million yuan over the past five days, with a total of 1.188 billion yuan in net inflows over the last 16 days, indicating strong investor interest [2] - The Sci-Tech Index ETF Tianhong (589860) also rose by 2.27%, with notable gains in its constituent stocks, reflecting a robust performance in the technology sector [2] Product Highlights - The Robot ETF (159770) is positioned to benefit from domestic substitution and technological expansion, capitalizing on the AI wave and offering exposure to leading companies in the high-end manufacturing sector [2] - The Sci-Tech Index ETF Tianhong (589860) covers 97% of the Sci-Tech board's market value, with a balanced allocation in strategic emerging industries, including semiconductors, AI, and biomedicine, which collectively account for over 80% of its portfolio [2] Related Events - Elon Musk's $1 trillion compensation plan was approved by shareholders, linking his pay to Tesla's AI and robotics transformation goals, which include achieving a market cap of $8.5 trillion and delivering 20 million vehicles [3] - Yushu Technology launched a full-body remote operation platform, enhancing the practical application of humanoid robots in various household tasks, indicating a significant advancement in the humanoid robotics industry [4] - The humanoid robot industry is accelerating towards mass production, with companies like XPeng Technology preparing for the launch of their new humanoid robot, expected to enter mass production by the end of 2026 [4]

Core Viewpoint - The Robot ETF (159770) is experiencing significant capital inflow and growth, reflecting strong investor interest in the robotics sector, driven by advancements in technology and increasing demand for automation solutions [3][4][5]. Fund Performance - As of November 5, 2025, the Robot ETF (159770) recorded a trading volume of 165 million yuan, with a net subscription of 69 million shares, indicating robust investor engagement [3]. - Over the past two weeks, the Robot ETF (159770) has seen an increase in scale by 743 million yuan, ranking first among comparable funds, with a total share count reaching 9.153 billion, a new high since its inception [4]. - In the last five days, the fund attracted a net inflow of 430 million yuan, leading its category, and has accumulated a total net inflow of 1.07 billion yuan over the past 14 days [4]. Industry Trends - The Chinese robotics industry is rapidly evolving towards a new "intelligent partner" model, with production levels in the first three quarters of 2025 surpassing the total output of 2024, indicating strong growth momentum [5]. - The demand for intelligent robots across manufacturing and service sectors is continuously increasing, contributing to high-quality development in the industry [5]. Notable Events - On November 4, 2025, Giant Legend announced a sales contract exceeding 100 million yuan for quadruped robots, marking a significant move into the intelligent equipment sector and supporting the industrialization of quadruped robot technology [6]. - The 2025 China Robotics Industry Development Conference is set to take place from November 10 to 12 in Shanghai, highlighting ongoing innovation and growth in the sector [4]. Institutional Insights - CITIC Securities emphasizes the potential of humanoid robots, noting key developments such as Tesla's Gen3 model and the Optimus project, which are expected to enhance market expectations and drive technological advancements [7]. - The report suggests focusing on core companies with clear advantages in the T-chain and domestic supply chains, as well as monitoring new developments in dexterous manipulation technologies [7].

Company Overview - Guangdong Yuehai Feed Group Co., Ltd. is a national innovative pilot enterprise primarily engaged in the R&D, production, and sales of aquatic feed, established in 1994 [2] - The company specializes in high-quality aquatic feed, particularly for shrimp and marine fish, with special aquatic feed accounting for approximately 70% of total feed sales [2][3] - The company has a strong market presence in southern China, with about 70% of its revenue generated from this region [2] Financial Performance (Q3 2025) - The company achieved a feed sales volume of 660,000 tons, a year-on-year increase of 11.93% [3][4] - Revenue reached CNY 4.997 billion, reflecting a year-on-year growth of 12.18% [3] - Net profit attributable to shareholders was CNY 26.198 million, a significant increase of 138.86% year-on-year [3] Product Performance - Specific feed types showed varied growth: shrimp and crab feed increased by over 20%, marine special fish feed by over 10%, and general freshwater feed by about 5% [4] - Some species, such as sea bass and grass carp, experienced a decline in sales volume, with decreases ranging from 9% to 18% due to market conditions [4] New Production Facilities - The company launched a new production facility in Anhui with an annual capacity of 100,000 tons, involving a total investment of CNY 170 million [5][6] - This facility aims to serve as a core service hub for the East and Central China regions, enhancing local supply and reducing costs for customers [6][7] International Expansion - The company opened its first overseas subsidiary in Vietnam, with an annual production capacity exceeding 100,000 tons and plans for future expansion to 200,000 tons [8][9] - The Vietnamese facility aims to leverage local resources and serve markets in Southeast Asia, including India and Malaysia [9][10] New Product Development - The company has introduced new products in the prepared food sector, achieving a sales volume of over 6,000 tons, a 92% increase year-on-year, with revenue of CNY 172 million, up 70% [10] - The focus on high-value species such as shrimp and golden pomfret is expected to enhance market competitiveness [11] Market Outlook - The company anticipates a positive outlook for Q4 2025, driven by seasonal demand during the National Day, New Year, and Spring Festival, which is expected to boost consumption and prices in the aquatic feed market [12]