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机器人产业ETF(159551)收涨超1.2%,行业需求孕育长期动能
Mei Ri Jing Ji Xin Wen· 2025-12-01 08:00
机器人产业ETF(159551)跟踪的是机器人指数(H30590),该指数聚焦于机器人及自动化相关领域, 从市场中选取涉及工业机器人、服务机器人、智能设备等业务的上市公司证券作为指数样本,主要覆盖 制造业及相关高科技行业,以反映机器人领域内企业整体表现和技术发展趋势。 (文章来源:每日经济新闻) 东莞证券指出,自动化设备方面,国内持续颁布政策助推人形机器人发展,叠加AI大模型及灵巧手持 续更新迭代,人形机器人产业化落地进程加速,有望加快应用场景落地。特斯拉新款灵巧手(双手)预 计搭载50个执行器,对核心零部件需求巨大,供应链企业将迎来陡峭增长曲线。 ...
机器人产业ETF(159551)涨超1.2%,人形机器人量产预期提振硬件赛道
Mei Ri Jing Ji Xin Wen· 2025-08-04 06:19
Core Viewpoint - The humanoid robot industry is expected to see significant growth, with 2025 projected as the year of mass production, presenting substantial opportunities for domestic supply chains [1] Industry Summary - Demand for humanoid robots in commercial and industrial sectors is anticipated to be strong, with leading manufacturers likely to accelerate industry development by entering capital markets [1] - The implementation of U.S. tariff policies is expected to enhance the cost efficiency of domestic industrial supply chains and engineering teams, enabling top companies to expand overseas and increase market share [1] - The integration of AI is creating opportunities in the automation of forklifts and textile equipment, while the smart logistics industry is advancing rapidly, driven by the demand for reduced labor in the clothing sector [1] - Industry data indicates that from January to June 2025, the cumulative production of industrial robots is projected to grow by 35.6% year-on-year, while the cumulative production of metal cutting machine tools is expected to increase by 13.5%, reflecting strong demand for automation equipment [1] Investment Vehicle - The Robot Industry ETF (159551) tracks the Robot Index (H30590), which focuses on high-tech companies involved in the research, manufacturing, and application of robots, reflecting the overall performance of publicly traded companies in the robot industry [1] - The index encompasses various high-tech segments, including industrial and service robots, highlighting the growth characteristics of the industry [1]