Group 1 - The large-scale equipment renewal policy is driving significant growth in machinery and equipment investment, with a year-on-year increase of 5.9% from April 2024 to February 2025, and a further increase of 7.1% from October 2024 to February 2025, indicating enhanced motivation for equipment updates [1] - In the first half of the year, investment in equipment and tools rose by 17.3%, outpacing overall investment growth by 14.5 percentage points, contributing 86.0% to total investment growth [1] - The civil engineering and construction industry saw a year-on-year revenue increase of 11.6%, while sales revenue for construction machinery manufacturing grew by 6.3%, reflecting accelerated investment in construction [1] Group 2 - The Robot Industry ETF (159551) tracks the Robot Index (H30590), focusing on companies across the entire robot industry chain, from upstream components to downstream applications, emphasizing automation and smart manufacturing [1] - Investors without stock accounts can consider the Guotai Zhongzheng Robot ETF Initiated Link A (020289) and Guotai Zhongzheng Robot ETF Initiated Link C (020290) for exposure to the robot industry [1]