中证机床指数
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工业母机ETF(159667)涨超2%,盘中净流入近3000万份,人形机器人催化持续
Mei Ri Jing Ji Xin Wen· 2025-12-30 07:10
工业母机ETF(159667)跟踪的是中证机床指数(931866),该指数从沪深市场中选取50只涉及机床整 机及其关键零部件制造和服务的上市公司证券作为指数样本,以反映机床产业相关上市公司证券的整体 表现,并涵盖人形机器人所需零部件及生产设备相关标的。 (文章来源:每日经济新闻) 根据wind数据,工业母机ETF(159667)盘中净流入2900万份,资金抢筹布局。 相关机构表示,机器人是AI的终极载体,有望成为中美竞争的下一个主要赛道。海外方面,特斯拉V3 版本或将沿着轻量化、小型化、高集成度、高稳定性等方向演化,预计明年Q1有望发布,后续将开启 量产。国内方面,新产品与新技术百花齐放,宇树、智元、乐聚、云深处、银河通用等资本运作不断加 速,后续相关企业上市有望对板块形成催化。 12月30日,工业母机ETF(159667)涨超2%,资金面看,盘中净流入近3000万份,人形机器人催化持 续。 ...
机器人拉动机床需求增加!机床ETF上涨1.82%,华东数控等涨停
Xin Lang Cai Jing· 2025-08-06 02:50
Market Performance - On August 6, the A-share market saw all three major indices rise, with the Shanghai Composite Index increasing by 0.07% during the session [1] - The defense, machinery, and coal sectors showed strong performance, while construction materials and pharmaceutical biotechnology sectors experienced declines [1] - The machine tool sector was particularly strong, with the Machine Tool ETF (159663.SZ) rising by 1.82% as of 10:22 AM [1] Industry Insights - According to the "Humanoid Robot Industry Research Report," the humanoid robot market in China is expected to expand to 75 billion yuan by 2029, capturing 32.7% of the global market [3] - By 2035, the market size is projected to reach 300 billion yuan [3] - Zheshang Securities' report indicates that by 2025, the humanoid robot industry in China is likely to transition rapidly from the "technology validation phase" to the "scale commercialization phase" [3] - The industry is expected to replicate the growth trajectory of the new energy vehicle sector, becoming a new growth engine for the Chinese economy [3] - The rapid development of the humanoid robot industry is anticipated to drive an increase in demand for high-precision CNC machine tools [3] ETF and Index Information - The Machine Tool ETF (159663) closely tracks the China Securities Machine Tool Index, which encompasses key segments of the high-end equipment manufacturing sector within China's manufacturing industry [3] - This index includes industries such as laser equipment, machine tools, robots, and industrial control equipment, representing a core area for innovation-driven and industrial upgrading practices [3] - The associated off-market funds for the ETF are A class: 017573 and C class: 017574 [3]