截至2025年8月27日 13:39，国证机器人产业指数(980022)强势上涨2.29%，成分股科大智能(300222)上涨 19.98%，迈赫股份(301199)上涨7.35%，江苏北人(688218)上涨6.62%，富临精工(300432)，格灵深瞳 (688207)等个股跟涨。机器人ETF鹏华(159278)上涨1.64%，最新价报1.12元。 上海证券指出，近期国内外产业端迎来密集催化，产业潮起入局者明显增多，国内华为、字节、比亚 迪、小米、广汽、蚂蚁等车企、科技厂商纷纷加码具身智能，海外特斯拉、1X、Figure AI等加速商业 化量产步伐，我们认为DeepSeek人工智能公司的涌现推动通用机器人大模型的发展，助力人形机器人 实现具身智能，人形机器人产业链进入"百花齐放，百家争鸣"阶段，目前人形机器人进入工业场景，已 经成为国内外确定性较高的应用趋势，人形机器人商业化落地可期，建议关注受益的国内零部件厂商， 后续建议关注人形机器人产业链相关事件催化：国内外人形机器人本体厂商的成果发布等。 机器人ETF鹏华紧密跟踪国证机器人产业指数，国证机器人产业指数反映沪深北交易所机器人产业相关 上市公司的证券价 ...

Group 1 - The Robot ETF (159770) experienced a decline of 1.22% on August 7, with a trading volume of 240 million yuan and a premium rate of 0.07% [1] - The ETF achieved a cumulative increase of 6.85% over three consecutive trading days from August 4 to August 6, with a total trading volume exceeding 1.2 billion yuan, ranking first among similar products in the Shenzhen market [1] - As of August 6, the latest scale of the ETF reached 6.665 billion yuan, also ranking first among similar products in the Shenzhen market [1] Group 2 - Among the constituent stocks, Jingpin Special Equipment rose over 8%, while other stocks like Jingye Intelligent, Huadong CNC, and Tianzhihang-U also saw gains, while Robot fell over 5% [2] - The Robot ETF closely tracks the CSI Robot Index, with industry allocations including manufacturing and information transmission, software, and IT services, featuring major holdings such as Huichuan Technology, iFlytek, and Stone Technology [2] - A recent paper published in "Nature Communications" reported the development of a programmable flexible folding robot capable of object manipulation and surface movement, which could enhance applications in autonomous systems, haptic displays, and smart healthcare [2] Group 3 - Recent domestic and international industrial catalysts have led to an increase in participants in the sector, with companies like Huawei, ByteDance, BYD, Xiaomi, and GAC intensifying their focus on embodied intelligence, while overseas companies like Tesla and FigureAI are accelerating commercialization [3] - The emergence of companies like DeepSeek in artificial intelligence is driving the development of general-purpose robotic models, facilitating the realization of embodied intelligence in humanoid robots, marking a phase of diverse innovation in the humanoid robot industry [3] - The commercialization of humanoid robots is becoming a clear trend in industrial applications, with recommendations to pay attention to domestic component manufacturers benefiting from this trend and to monitor upcoming events related to the humanoid robot industry chain [3]

Group 1 - The humanoid robot industry is experiencing increased institutional interest, with 52 companies being researched by over 390 institutions since Q2, indicating a strong trend towards commercialization and long-term development opportunities in the sector [1][2][3] - Companies like 中控技术 (Zhongkong Technology) and 蓝思科技 (Lens Technology) are actively investing in humanoid robot technology, with Zhongkong Technology planning to invest in a humanoid robot innovation center and launch its self-developed humanoid robots [1][2] - 富临精工 (Fulian Precision) is focusing on the development of key components for humanoid robots, including precision mechanical parts and intelligent electric joints, to capitalize on the growing demand in the robotics market [2][3] Group 2 - 领益智造 (Lingyi iTech) is accelerating its research and production of critical components for AI and robotics, providing essential hardware solutions for humanoid robots [3][4] - Companies are enhancing their technological capabilities and product offerings to meet the demands of the humanoid robot market, with 创世纪 (Genesis) and 安培龙 (Amperelong) developing customized products and sensors for robotic applications [4]

Group 1 - The core viewpoint of the article highlights the recent surge in the robotics sector, with the Robotics Industry ETF (159551) rising over 1.8% [1] - The Robotics Industry ETF focuses on publicly listed companies related to robotics, including system solution providers, automation equipment manufacturers, and component suppliers, offering investors a comprehensive opportunity to invest in the robotics industry [1] - Recent domestic and international catalysts have led to an increase in participants in the robotics sector, with companies like Huawei, ByteDance, BYD, Xiaomi, and Ant Group in China, as well as Tesla, 1X, and Figure AI abroad, accelerating their commercialization efforts [1] Group 2 - The emergence of DeepSeek AI is driving the development of general-purpose robotic models, facilitating advancements in humanoid robots, which are entering a phase of diverse applications and competition [1] - Humanoid robots are increasingly being integrated into industrial scenarios, marking a significant trend in both domestic and international markets, with commercial viability expected to materialize [1]

Group 1 - The core viewpoint highlights the active performance of the robotics sector in the A-share market, with significant inflows into the robotics ETF and strong gains among constituent stocks [1] - The robotics ETF (159770) has seen a net inflow of 490 million yuan over the past 10 trading days, with its latest circulation size reaching 5.439 billion yuan, marking a historical high [1] - The human-shaped robot innovation center predicts that human-shaped robots will enter the general product category by 2026, with production or sales reaching 100,000 units, indicating a broad application across various fields [1] Group 2 - Recent developments in the domestic and international industrial sectors have led to increased participation from major companies like Huawei, ByteDance, BYD, Xiaomi, and others in embodied intelligence [2] - The emergence of DeepSeek AI is seen as a catalyst for the development of general-purpose robotic models, pushing the human-shaped robot industry into a phase of diverse competition [2] - The trend of human-shaped robots entering industrial applications is recognized as a high-certainty trend both domestically and internationally, with expectations for commercial viability [2]