中信建投证券表示，特斯拉人形机器人商务沟通量乐观，国产人形机器人出货积极，行业来自于政策、 新品、订单、供应链等多方面的催化不断。Q4我们全面看多人形机器人板块行情，是交易特斯拉第三 代Optimus变化和量产预期的重要窗口期，无惧审厂延后等边际扰动。同时国产链条预计Q4来自于资本 运作、订单出货、场景落地等消息将不断释放。 机器人ETF（562500）是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工业机 器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接（华夏中证 机器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345）。 今日截至10点37分，机器人ETF（562500）上涨0.84%，盘面呈现"V"形走势，从水下震荡上行，强势拉 红实现红盘再向上。持仓股方面，信邦智能领涨10.11%，天智航、南网科技涨幅超6%，固高科技、海 目星涨幅超5%。流动性方面，成交金额超6.30亿元，市场交投活跃；机器人ETF上个交易日获资金净 流入高达8.68亿元，远超市场其他机器人主题ETF，拉长时间线看，近10个交易日共有8个交易日获资 金 ...

今日截至13点41分，机器人ETF（562500）下跌2.53%，盘中震荡下行，回踩十日均线整固蓄势， 相对便宜的入场时机或已显现。持仓股方面，夏厦精密领跌5.03%，云天励飞、东杰智能、伟创电气、 天准科技、禾川科技等多股跌幅超4%。流动性方面，盘中成交金额达14.30亿元，换手6.68%，市场交 投火爆，买盘活跃，资金或可逢调整加码持仓，静待机器人板块行情再度到来。 消息方面，9月26日，宇树科技创始人、CEO王兴兴在第四届全球数字贸易博览会上发言称，宇树 科技机器人算法今年已经历几次迭代，预计下半年将发布身高1.8米的人形机器人。他表示，今年上半 年国内机器人行业发展火热，"中国智能机器人相关企业平均增长率达50%到100%"。 中信证券表示，2025M1-M9，在整机厂量产加速的推动下，机器人核心元件创新迭代、目标场景 试点落地——产业生态呈现出交融互通、多点开花的特点。特斯拉Optimus项目完成换帅，引领新兴世 界模型技术路线。此外，国内各地积极落地具身智能数据采集工厂，Figure展示人类视频训练成果。随 着具身智能大模型的持续精进，机器人产业有望加速驶向商业化彼岸。 （责任编辑：张晓波 ） 机 ...

今日截至9点55分，机器人板块受压回调，机器人ETF（562500）下跌1.81%，盘初低开后震荡下 探，但前虽然跌落五日均线但仍行走于十日均线之上，中长期趋势依旧向好，回调或为低位买入机遇。 持仓股方面，成分股普遍回撤，夏厦精密领跌5.13%，云天励飞下跌4.65%，江苏雷利、伟创电气、天 准科技等跌幅超3%。流动性方面，盘中成交金额达5.65亿元，市场交投火爆，量能持续释放。规模方 面，机器人ETF单日狂揽5.55亿元，远超同类可比基金，近5个交易日共"吸金"超16亿元，资金汹涌而至 助力份额、规模联袂突破前高：机器人ETF最新份额达198.03亿，最新规模达218.90亿元，均遥遥领先 市场其他机器人主题ETF。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息方面，9月25日，宇树科技创始人王兴兴在第四届数贸会上表示，在可预见的未来几年，智能 机器人将会遵 ...

机器人ETF（562500）是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工 业机器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接（华夏 中证机器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345）。 每日经济新闻 今日截至14点，机器人ETF（562500）上涨0.54%，早盘呈现"V"形反转走势，曾一度拉高上涨超 1%，午后受到大盘映射，小幅跳水回落，当前在零轴上方震荡蓄势，洗盘吸筹。持仓股方面，东杰智 能领涨6.86%，鸣志电器、石头科技、信邦智能均上涨超4.5%。流动性方面，盘中成交金额达15.6亿 元，换手7.3%，市场交投火爆，资金或可在震荡行情中加码布局，静待机器人板块再度扬帆起航。 消息方面，近日，随着国内规模最大的人形机器人训练场在北京石景山正式投运，我国人形机器人 产业有望突破核心数据瓶颈，进入加速发展的新阶段。这座占地面积超万平方米、年产高质量数据超 600万条的"超级训练场"，不仅将重塑产业创新生态，更预示着一个人工智能与实体经济深度融合的万 亿级新增长极正在崛起。 中泰证券表示，短期灵巧手在特殊场景及 ...

Group 1 - The humanoid robot concept stocks experienced a significant decline, with the robot ETF (562500) dropping by 2.55%, indicating a reasonable correction after previous gains [1] - The trading volume reached 1.98 billion yuan, suggesting active market participation and potential opportunities for investors to enter at lower levels [1] - Cloud technology company, Yunji Technology, has received approval from the China Securities Regulatory Commission for its IPO in Hong Kong, planning to issue up to 12,592,500 shares [1] Group 2 - The robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments including humanoid robots, industrial robots, and service robots [2] - The ETF provides investors with a convenient way to invest in the entire robot industry chain [2]

Group 1 - The core viewpoint of the news highlights the strong performance of the robotics sector in the stock market, with the Shanghai Composite Index rising over 1% and the Robotics ETF (562500) increasing by 2.60% after a period of consolidation [1] - The Robotics ETF has seen significant inflows, attracting 856 million yuan over the past five trading days, indicating strong investor interest and potential for further gains [1] - A supply-demand matching conference for the robotics industry was successfully held on September 4, aiming to promote high-quality development and enhance collaboration within the industry chain [1] Group 2 - According to a report by Zhongyan Puhua, China has established the most complete humanoid robot industry chain globally, with rapid increases in the localization rate of key components and significant cost reductions compared to imported products [2] - Major companies like BYD and CATL are leveraging their automotive supply chains to reduce the prices of industrial robots, contributing to a more competitive market [2] - The Robotics ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 10 billion yuan, covering various segments of the robotics industry, including humanoid, industrial, and service robots [2]

消息方面，《矿山智能机器人重点研发目录》审议通过，明确推动掘进、采矿、运输等环节的机器 人替代，要求2025年底前实现井下重点岗位机器人作业率不低于30%，推动险累苦脏岗位机器人替代， 标志着矿山机器人产业化进程加速。 国海证券表示，均胜电子大力支持机器人核心零部件供应与工业场景应用落地，定位于"汽车+机 器人"Tier1，战略延伸至机器人产业链，凭借在底层技术复用为全球车企及机器人企业提供关键零部件 软硬件一体化解决方案，并将通过投资、自研或合作加快布局人形机器人产业，打造第二增长曲线。 截至13:17，机器人板块震荡走强，机器人ETF（562500）上涨1.66%，盘中最大涨幅一度超2%，向 上振幅达2.70%。当前维持高位震荡，或已走出前两日"大阴线"的阴影，开启反攻补涨行情。成分股迎 来普涨，70只成分股飘红，海目星午后暴力拉升，领涨12.36%，南网科技暴涨10.11%，华东数控、秦 川机床维持10%涨停封板，宏英智能等跟涨。流动性方面，盘中成交金额达8.4亿，换手3.28%，市场交 投活跃，量能持续释放。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯 ...

（文章来源：每日经济新闻） 截至14:07，大盘宽幅震荡调整，沪指跌幅近1%，机器人ETF（562500）下跌1.66%，虽然跌落十日均线 但仍稳居二十日均线之上，攻守以据整固蓄势。成分股方面，博杰股份维持10%涨停板；晶品特装领跌 8.02%，华辰装备、江苏北人跌幅超5%，丰立智能等跌幅超4%。流动性方面，盘中成交金额达到16.3亿 元，流动性释放充沛。机器人ETF近日"吸金"不停，连续4个交易日获资金净流入超12.7亿元，备受市场 青睐。 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、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接（华夏中证机 器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345）。 消息方面，近日，专注于人形机器人研发与制造的松延动力宣布获得由首程控股旗下北京机器人产业发 展投资基金追加的数千万元人民币投资，继2024年3月首轮投资后再度获得资本加码。本轮融资将主要 用于机器人本体优化、仿生人脸技术迭代及规模化应用的推进。公司在通用人工智能本体、机器人仿生 与具身操作系 ...

Group 1 - The Robot ETF (562500) experienced a decline of 2.04%, showing a volatile bottoming trend, with significant movements in constituent stocks [1] - Dongjie Intelligent led the gains with an increase of 12.33%, while Bojie Co. hit the daily limit with a 10% rise, marking three consecutive days of limit-up trading [1] - The trading volume reached 1.35 billion yuan, indicating active market participation and continuous release of trading volume [1] Group 2 - The Robot ETF has attracted over 1.27 billion yuan in net inflows over the past four trading days, demonstrating significant "scale effect" [1] - According to IDC's report, Stone Technology holds a market share of 15.2% in cleaning robots and 20.7% in sweeping robots, making it the global leader in both categories [1] - Dongfang Securities predicts a gradual decrease in humanoid robot prices, with potential future costs for Tesla's Optimus robot dropping to $20,000 [1] Group 3 - The Robot ETF is the only robot-themed ETF in the market with a scale exceeding 10 billion yuan, covering various segments including humanoid robots, industrial robots, and service robots [2] - The ETF provides investors with a convenient way to invest in the upstream and downstream supply chains of the robotics industry [2]

Core Viewpoint - The robot sector is experiencing significant growth, with the Robot ETF showing resilience and attracting investment even during market downturns, indicating high elasticity in this sector [1][2]. Group 1: Market Performance - As of 13:58, the Robot ETF (562500) increased by 0.20%, demonstrating a deep "V" rebound with a peak rise of 1.37% and an upward fluctuation of 4.69% [1]. - Key component stocks such as Qin Chuan Machine Tool, East China CNC, Ju Lun Intelligent, and Bojie Co. reached a 10% limit-up, while Aifute rose by 8.58% and Xiaxia Precision by 7.40% [1]. - The trading volume reached 2.15 billion yuan, indicating a vibrant market with frequent premium rates, positioning the Robot ETF as a "safe haven" and "treasure trove" amid market corrections [1]. Group 2: Industry Outlook - Huatai Securities suggests that the robot industry is in the early investment phase of a trend, with a focus on the "Scaling Law" of intelligent emergence, which could significantly accelerate the growth of humanoid robots [2]. - Continuous demand in multiple vertical scenarios for robots is expected to enhance market confidence in long-term market potential, moving beyond traditional investment paradigms [2]. - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 10 billion yuan, covering various segments including humanoid robots, industrial robots, and service robots, facilitating investor access to the entire robot industry chain [2].