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资金逆势加仓机器人ETF易方达(159530),上半年人形机器人相关企业注册量暴涨180%
Mei Ri Jing Ji Xin Wen· 2025-07-30 12:57
Group 1 - The National Robot Industry Index fell by 1.7%, the China Securities Equipment Industry Index decreased by 1.5%, the China Securities Military Industry Index dropped by 1.2%, and the China Securities Chip Industry Index declined by 1.0% [1] - The E Fund Robot ETF (159530) saw a net subscription of 42 million shares throughout the day [1] - As of late July, there are 834 existing companies related to humanoid robots in China, with 123 registered this year, including 105 in the first half, representing a year-on-year growth of 183.78% [1] Group 2 - The China Securities Equipment Industry Index, which tracks equipment industry stocks, experienced a decline of 1.5% and has a rolling price-to-earnings ratio of 35.5 times [3] - The index is composed mainly of stocks from the power equipment, machinery, and defense military industries [3] Group 3 - The National Robot Industry Index focuses on the robot industry, with humanoid robots making up 53% of the index, while service robots and industrial robots account for 17% and 30%, respectively [4] - The index recorded a decline of 1.7% and has a rolling price-to-sales ratio of 4.8 times [4] Group 4 - The China Securities Military Industry Index, which includes companies related to the military industry, fell by 1.2% and has a rolling price-to-earnings ratio of 114.6 times [5] - The index comprises over 70% of stocks from the aerospace equipment, military electronics, and naval equipment sectors [5]