截至发稿，华龙累计任职时间3年51天，现任基金资产总规模429.26亿元，任职期间最佳基金回报 116.77%， 任职期间最差基金回报-15.08%。 数据显示，华夏基金旗下1只基金位居国茂股份十大流通股东。华夏中证机器人ETF（562500）二季度 增持106.75万股，持有股数590.15万股，占流通股的比例为0.9%。根据测算，今日浮盈赚取约542.93万 元。 华夏中证机器人ETF（562500）成立日期2021年12月17日，最新规模144.71亿。今年以来收益42.81%， 同类排名1222/4220；近一年收益51.12%，同类排名780/3852；成立以来收益10.96%。 华夏中证机器人ETF（562500）基金经理为华龙。 10月10日，国茂股份涨5.32%，截至发稿，报18.22元/股，成交9228.16万元，换手率0.78%，总市值 119.64亿元。 资料显示，江苏国茂减速机股份有限公司位于江苏省常州市武进高新技术产业开发区龙潜路98号，成立 日期2013年3月21日，上市日期2019年6月14日，公司主营业务涉及减速机的研发、生产和销售。主营业 务收入构成为：减速机96.87%，配 ...

Core Insights - The domestic ETF market in China has experienced rapid growth during the "14th Five-Year Plan" period, with the number of ETF products exceeding 1,300 and the total scale surpassing 5.6 trillion yuan by the end of Q3 2025, making China the largest ETF market in Asia, surpassing Japan [1][2] - The shift in investor demographics towards younger and more online participants has contributed to the increasing popularity of ETFs, which offer a convenient way to invest in specific sectors [1][4] - Future innovations in the ETF market are expected to be driven by Smart Beta strategies, index-enhanced ETFs, and cross-border ETFs, supported by stable long-term investments from institutions like Central Huijin [1][5] Market Expansion - From the end of 2020 to the end of Q3 2025, the number of domestic ETF products grew from 378 to 1,325, while the total fund size increased from 1.11 trillion yuan to 5.63 trillion yuan, marking a significant expansion [2] - In 2023 alone, the ETF market saw the addition of 279 new products and an increase of 1.9 trillion yuan in fund size, both setting historical records for a single year [2] Popular Products - Several industry-themed ETFs have emerged as "blockbuster products," indicating that ETFs are becoming essential tools for investors to participate in sector trends. Notable examples include the Fuguo CSI Hong Kong Internet ETF, which has become the largest Hong Kong-themed ETF, and others focusing on sectors like finance and technology [2] Investor Demographics - The number of ETF holders has significantly increased, with notable growth in specific ETFs such as the Huaan Gold ETF and the Huaxia CSI Robotics ETF, which saw increases of nearly 170,000 and over 150,000 holders, respectively [3] - The diversity of ETF investors has expanded to include various institutional and individual participants, such as Central Huijin, insurance companies, pension funds, and retail investors [3] Investment Trends - The trend towards "packaged" investment strategies through ETFs is gaining traction, as they allow investors to easily access core assets in specific sectors without the need to select individual stocks, aligning with the demand for stable investment approaches [4] - The rise of younger investors in the ETF market is notable, with "post-80s" investors making up 29.98% of the market, "post-90s" at 22.15%, and "post-00s" showing a staggering growth rate of 212% [5]

Core Viewpoint - The market is experiencing a significant influx of funds into equity ETFs, indicating strong investor confidence ahead of the holiday period [1][3][4] Fund Inflows - Since September 23, equity ETFs have reversed a previous trend of net outflows, showing sustained net inflows [1] - On September 26, the net subscription amount for equity ETFs reached a record high of 22.2 billion, marking the largest single-day inflow in over five months [1] - On September 29, another substantial inflow occurred, with net subscriptions for equity ETFs totaling 12.2 billion, driven primarily by ETFs tracking the CSI A500 index, which attracted 7.5 billion [3] Weekly Trends - Over the week leading up to the holiday (September 23 to September 29), total net inflows into equity ETFs exceeded 52 billion, indicating a clear trend of "bottom-fishing" or strategic positioning [3] - Specific products such as the Fortune CSI A500 ETF and Huatai-PB CSI A500 ETF saw significant net subscriptions of 5.7 billion and 4.3 billion respectively, reflecting strong interest in emerging broad-based indices [3] Market Sentiment - The continuous inflow of funds has led to several ETFs reaching historical highs in share size, indicating growing investor confidence [4] - Analysts suggest that the trend of holding stocks through the holiday reflects a broader consensus among institutional and individual investors regarding the long-term value of A-shares [4] - The influx of funds through ETFs, known for their diversified investment and high transparency, is expected to stabilize market sentiment and build momentum for post-holiday performance [4]

Group 1 - The stock price of Yuntian Lifei has dropped by 5.02% to 82.60 CNY per share, with a trading volume of 1.261 billion CNY and a turnover rate of 5.70%, resulting in a total market capitalization of 29.639 billion CNY [1] - Yuntian Lifei has experienced a continuous decline for three days, with a cumulative drop of 3.92% during this period [1] - The company, established on August 27, 2014, specializes in artificial intelligence algorithms and chip technology, focusing on the research and sales of AI products and solutions for various application scenarios [1] Group 2 - Among the top ten circulating shareholders of Yuntian Lifei, Huaxia Fund's Huaxia CSI Robot ETF (562500) increased its holdings by 996,200 shares in the second quarter, now holding 5.5664 million shares, which accounts for 2.14% of the circulating shares [2] - The Huaxia CSI Robot ETF has a current scale of 14.471 billion CNY and has achieved a return of 42.25% this year, ranking 1147 out of 4220 in its category [2] - The fund manager, Hualong, has a tenure of 3 years and 37 days, with the best fund return during this period being 105.43% and the worst being -15.08% [2]

9月26日，江苏雷利跌5.05%，截至发稿，报57.14元/股，成交6.91亿元，换手率2.67%，总市值255.49亿 元。 截至发稿，华龙累计任职时间3年37天，现任基金资产总规模429.26亿元，任职期间最佳基金回报 105.43%， 任职期间最差基金回报-15.08%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，华夏基金旗下1只基金位居江苏雷利十大流通股东。华夏中证机器人ETF（562500）二季度 增持165万股，持有股数401.38万股，占流通股的比例为0.9%。根据测算，今日浮亏损失约1220.2万 元。 华夏中证机器人ETF（562500）成立日期2021年12月17日，最新规模144.71亿。今年以来收益42.25%， 同类排名1147/4220；近一年收益90.95%，同类排名685/3824；成立以来收益10.52%。 华夏中证机器人ETF（562500）基金经理为华龙。 资料显示，江苏雷利电机股份有限公司位于江苏 ...

截至发稿，华龙累计任职时间3年37天，现任基金资产总规模429.26亿元，任职期间最佳基金回报 105.81%， 任职期间最差基金回报-15.08%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 华夏中证机器人ETF（562500）成立日期2021年12月17日，最新规模144.71亿。今年以来收益42.25%， 同类排名1147/4220；近一年收益90.95%，同类排名685/3824；成立以来收益10.52%。 华夏中证机器人ETF（562500）基金经理为华龙。 9月26日，克来机电涨5.18%，截至发稿，报21.71元/股，成交1.77亿元，换手率3.19%，总市值56.92亿 元。 资料显示，上海克来机电自动化工程股份有限公司位于上海市宝山区罗东路1555号，成立日期2003年5 月30日，上市日期2017年3月14日，公司主营业务涉及现代机电智能装备、工业机器人系统集成的研 究、开发、制造。主营业务收入构成为：汽车零部件60.99%， ...

Group 1 - The core viewpoint of the news is that 快克智能 (Quick Intelligent) has seen a stock price increase of 5.44%, reaching 34.50 CNY per share, with a trading volume of 146 million CNY and a turnover rate of 1.76%, resulting in a total market capitalization of 8.751 billion CNY [1] - 快克智能 specializes in providing intelligent equipment solutions in the fields of precision electronic assembly, micro-assembly, and semiconductor packaging testing, with its main business revenue composition being: precision welding assembly equipment 73.86%, machine vision process equipment 14.54%, intelligent manufacturing complete equipment 8.82%, die bonding packaging equipment 2.76%, and others 0.02% [1] Group 2 - 华夏中证机器人ETF (Huaxia CSI Robotics ETF) is among the top ten circulating shareholders of 快克智能, having increased its holdings by 400,900 shares in the second quarter, now holding 2.2329 million shares, which accounts for 0.9% of the circulating shares [2] - The fund has achieved a year-to-date return of 37.67%, ranking 1200 out of 4220 in its category, and a one-year return of 92.1%, ranking 714 out of 3814 [2]

Group 1 - The core viewpoint of the news is that Huadong CNC experienced a decline in stock price, dropping by 5.14% to 10.15 CNY per share, with a trading volume of 176 million CNY and a turnover rate of 5.54%, resulting in a total market capitalization of 3.121 billion CNY [1] - Huadong CNC, established on March 4, 2002, and listed on June 12, 2008, is primarily engaged in the research, production, and sales of CNC machine tools, conventional machine tools, and their key components, with machine tool products accounting for 99.52% of its main business revenue [1] Group 2 - From the perspective of the top ten circulating shareholders, Huaxia Fund's Huaxia Zhongzheng Robot ETF (562500) increased its holdings by 1.2327 million shares in the second quarter, bringing its total to 6.8863 million shares, which represents 2.24% of the circulating shares [2] - The Huaxia Zhongzheng Robot ETF has a current scale of 14.471 billion CNY and has achieved a return of 39.56% this year, ranking 1125 out of 4220 in its category, while its one-year return is 94.18%, ranking 680 out of 3814 [2]

Group 1 - The core point of the news is that Bojie Co., Ltd. experienced a 5.1% drop in stock price, closing at 60.64 CNY per share, with a trading volume of 408 million CNY and a turnover rate of 6.13%, resulting in a total market capitalization of 9.721 billion CNY [1] - Bojie Co., Ltd. is located in Zhuhai, Guangdong Province, and was established on May 30, 2005, with its listing date on February 5, 2020. The company's main business involves the research, development, production, sales, and related technical services of industrial automation equipment and accessories [1] - The revenue composition of Bojie Co., Ltd. is as follows: 83.72% from industrial automation equipment, 8.27% from equipment accessories, and 8.00% from technical services [1] Group 2 - Among the top ten circulating shareholders of Bojie Co., Ltd., one fund under Huaxia Fund, the Huaxia CSI Robotics ETF (562500), entered the top ten in the second quarter, holding 2.1323 million shares, which accounts for 2.01% of the circulating shares. The estimated floating loss today is approximately 6.9514 million CNY [2] - The Huaxia CSI Robotics ETF (562500) was established on December 17, 2021, with a latest scale of 14.471 billion CNY. Year-to-date, it has achieved a return of 39.56%, ranking 1125 out of 4220 in its category; over the past year, it has returned 94.18%, ranking 680 out of 3814; and since inception, it has returned 8.43% [2] Group 3 - The fund manager of the Huaxia CSI Robotics ETF (562500) is Hualong. As of the report, Hualong has a cumulative tenure of 3 years and 34 days, with the current total asset scale of 42.926 billion CNY. The best fund return during the tenure is 96.93%, while the worst return is -15.08% [3]

9月22日，矩子科技涨5.36%，截至发稿，报21.61元/股，成交1.18亿元，换手率2.82%，总市值62.52亿 元。 资料显示，上海矩子科技股份有限公司位于上海市徐汇区云锦路701号33层3301单元，成立日期2007年 11月7日，上市日期2019年11月14日，公司主营业务涉及智能设备及组件的研发、生产和销售。主营业 务收入构成为：机器视觉设备46.79%，控制线缆组件42.21%，控制单元及设备9.93%，其他1.08%。 从矩子科技十大流通股东角度 数据显示，华夏基金旗下1只基金位居矩子科技十大流通股东。华夏中证机器人ETF（562500）二季度 新进十大流通股东，持有股数324.25万股，占流通股的比例为1.62%。根据测算，今日浮盈赚取约 356.68万元。 华夏中证机器人ETF（562500）成立日期2021年12月17日，最新规模144.71亿。今年以来收益37.46%， 同类排名1110/4222；近一年收益90.44%，同类排名698/3813；成立以来收益6.8%。 华夏中证机器人ETF（562500）基金经理为华龙。 截至发稿，华龙累计任职时间3年33天，现任基金资产总规模42 ...