可编程的柔性折叠薄片机器人

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深市规模最大机器人ETF(159770)周内涨近7%,累计成交额居深市同标的第一,机构:人形机器人产业链进入“百花齐放”阶段
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-07 03:01
Group 1 - The Robot ETF (159770) experienced a decline of 1.22% on August 7, with a trading volume of 240 million yuan and a premium rate of 0.07% [1] - The ETF achieved a cumulative increase of 6.85% over three consecutive trading days from August 4 to August 6, with a total trading volume exceeding 1.2 billion yuan, ranking first among similar products in the Shenzhen market [1] - As of August 6, the latest scale of the ETF reached 6.665 billion yuan, also ranking first among similar products in the Shenzhen market [1] Group 2 - Among the constituent stocks, Jingpin Special Equipment rose over 8%, while other stocks like Jingye Intelligent, Huadong CNC, and Tianzhihang-U also saw gains, while Robot fell over 5% [2] - The Robot ETF closely tracks the CSI Robot Index, with industry allocations including manufacturing and information transmission, software, and IT services, featuring major holdings such as Huichuan Technology, iFlytek, and Stone Technology [2] - A recent paper published in "Nature Communications" reported the development of a programmable flexible folding robot capable of object manipulation and surface movement, which could enhance applications in autonomous systems, haptic displays, and smart healthcare [2] Group 3 - Recent domestic and international industrial catalysts have led to an increase in participants in the sector, with companies like Huawei, ByteDance, BYD, Xiaomi, and GAC intensifying their focus on embodied intelligence, while overseas companies like Tesla and FigureAI are accelerating commercialization [3] - The emergence of companies like DeepSeek in artificial intelligence is driving the development of general-purpose robotic models, facilitating the realization of embodied intelligence in humanoid robots, marking a phase of diverse innovation in the humanoid robot industry [3] - The commercialization of humanoid robots is becoming a clear trend in industrial applications, with recommendations to pay attention to domestic component manufacturers benefiting from this trend and to monitor upcoming events related to the humanoid robot industry chain [3]