每日经济新闻 今日截至13点30，机器人ETF（562500）上涨0.20%，午后涨幅有所收窄，处于当日涨幅的相对低 位，为投资者打造"上车时刻"。成分股方面，云天励飞领涨8.33%，江苏北人、奥普特联袂上涨超7%， 奥比中光、迈赫股份等上涨超6%。流动性方面，盘中换手7.73%，成交金额达13.3亿元，持续放出巨 量，市场交投火爆。 消息方面，据越疆机器人消息， 越疆全球协作机器人生产基地迎来第10 万台机器人 成功下线， 在 业内首次实现出货量达10万台。 不久前，越疆了发布全新一代具身智能人形机器人 DOBOT Atom ，具 身智能人形机器人已获得腾讯 Robotics X 实验室、上海人工智能实验室、达摩院等头部客户的多场景 应用验证。 国金证券表示，机器人本体制造方面，汽车主机厂、3C品牌商因为掌握需求场景以及硬件供应 链，相对竞争优势正在提升，同时拥有大脑以及硬件迭代能力和需求场景的如华为、字节、小米等机器 人，仍然是商业逻辑最顺的。看好特斯拉、figure、华为、字节、小米、智元等机器人。 机器人ETF（562500）是全市场唯一规模超百亿的机器人主题ETF，成分股覆盖人形机器人、工业 机器人 ...

Core Insights - The company, Yuejiang Robotics, has achieved a significant milestone by successfully rolling out its 100,000th collaborative robot, marking the first time in the industry that such a shipment volume has been reached [1] - Recently, the company launched its next-generation embodied intelligent humanoid robot, DOBOT Atom, which has been validated in various applications by leading clients such as Tencent Robotics X Lab, Shanghai Artificial Intelligence Lab, and DAMO Academy [1] Company Highlights - Yuejiang Robotics has established a global collaborative robot production base that has reached a cumulative output of 100,000 units [1] - The launch of DOBOT Atom represents a strategic advancement in the company's product offerings, focusing on embodied intelligence in humanoid robotics [1] Industry Context - The achievement of 100,000 units shipped positions Yuejiang Robotics as a leader in the collaborative robotics sector, highlighting the growing demand and acceptance of such technologies in various industries [1] - The validation of DOBOT Atom by prominent technology labs indicates a strong interest and potential for humanoid robots in real-world applications, suggesting a trend towards increased integration of robotics in everyday tasks [1]