截至午间收盘，国证机器人产业指数上涨1.2%，中证智能电动汽车指数上涨0.6%，中证消费电子主题指数上涨 0.4%，中证物联网主题指数下跌0.1%，机器人ETF易方达（159530）半日净申购超5000万份，该产品近一个月 合计净流入超20亿元。 （文章来源：每日经济新闻） | 务涉及兀器任生产、整机品 牌设计及生产等消费电子相 | | | | | --- | --- | --- | --- | | 关公司股票组成。 | 0.4% | 59.3倍 | 96.1% | | 物联网ETF易方达 | | | 159895 | | 跟踪中证物联网主题指数 | | | | | | | | ·· /////////// | | 该指数聚焦的物联网是智能 | 截至午间收盘 | 该指数 | 该指数自2015年 | | 终端实现万物互联的重要基 | 该指数涨跌 | 滚动市盈率 | 发布以来估值分位 | | 础,由业务涉及信息采集、 | | | | | 信息传输、物联网应用领域 | -0.1% | 33.9倍 | 55.1% | | 的公司股票组成。 | | | | ...

Group 1 - The robotics sector experienced a slight dip before a rapid rise, with the National Robotics Industry Index increasing by 0.6% as of 9:58 AM [1] - The E Fund Robotics ETF (159530) saw a net subscription of over 110 million shares during the trading session, continuing a trend of net inflows for seven consecutive trading days, totaling over 1.1 billion yuan [1] - The Ministry of Industry and Information Technology has established a standardization committee for humanoid robots and embodied intelligence, which will oversee the development of standards in this field, marking a shift towards a more regulated industry [1] Group 2 - The establishment of the standardization committee signifies the end of a fragmented development phase in humanoid robotics and embodied intelligence, moving towards a national standard-led development path [1] - The National Robotics Industry Index focuses on humanoid robot bodies and core components, recently adding five companies, including Sanhua Intelligent Control and Lingyi iTech, to its component stocks, with humanoid robots making up approximately 80% of the index [1] - The E Fund Robotics ETF (159530) has a total scale exceeding 15 billion yuan, ranking first among similar index ETFs, providing investors with a packaged investment option in core humanoid robot stocks [1]

机器人板块持续走高，机构指出，三花重大更新，Optimus即将发包，2026年Q1开始分批交付，覆盖 2026年8-10万台全部产能，包含部2027年订单，获全部14个旋转关节+部分线性执行器供应权。 截至2025年12月30日 13:32，国证机器人产业指数(980022)强势上涨4.71%，成分股昊志机电(300503)上 涨20.00%，步科股份(688160)上涨20.00%，双环传动(002472)上涨9.36%，绿的谐波(688017)，汉威科技 (300007)等个股跟涨。机器人ETF鹏华(159278)上涨4.91%，最新价报1.13元。 机器人ETF鹏华紧密跟踪国证机器人产业指数，国证机器人产业指数反映沪深北交易所机器人产业相关 上市公司的证券价格变化情况。 数据显示，截至2025年11月28日，国证机器人产业指数(980022)前十大权重股分别为双环传动 (002472)、科沃斯(603486)、绿的谐波(688017)、机器人(300024)、石头科技(688169)、拓普集团 (601689)、埃斯顿(002747)、中信重工(601608)、鸣志电器(603728)、汇川技术(300 ...

机器人概念早盘拉升，消息面上，工信部人形机器人与具身智能标准化技术委员会成立会议日前在京召 开。标委会主要承担人形机器人与具身智能基础共性、关键技术等领域行业标准制修订工作。 机构指出，制定行业标准是商业化的前提；12月T对供应链审厂的重要内容就是收集数据、建立标准， 为自身和供应链大规模制造打下基础。2026 年将成为人形机器人赛道的关键验证与扩张之年 —— 技术 路线接受市场检验，产能建设全面铺开，商业模式加速落地，全产业链将围绕产能建设与效率提升展开 军备竞赛。 回顾2025年机器人行情，市场认知实现关键跃迁：从Q1的丝杠、减速器等核心零部件、延伸到轻量化 （PEEK）、电机、灵巧手、结构件等，行情演绎始终围绕"技术收敛"和"供应链确定性"两大主线。该 机构认为，2026年机器人板块将完成主题投资到产业投资的逻辑切换 ，供应商的内生能力（工艺、设 备、数据）、全球化产能布局和订单落地节奏将成为核心标尺。 截至2025年12月29日 10:51，国证机器人产业指数(980022)强势上涨1.92%，成分股昊志机电(300503)上 涨13.04%，瑞松科技(688090)上涨8.85%，步科股份(6881 ...

Group 1 - The robotics sector experienced fluctuations today, with funds strategically positioning themselves, as evidenced by the net subscription of 31 million units of the Penghua Robotics ETF (159278) [1] - The "Qing Tian Rent" robot leasing platform was officially launched at the National Robot Leasing Ecological Summit held in Shanghai on December 22, aiming to integrate the industry chain and create a nationwide open leasing network [1] - Guojin Securities highlighted that the supply chains of Tesla, Zhiyuan, and Huawei should be closely monitored in H2 2025, with Tesla's supply chain expected to resume operations after a brief pause, focusing on various components such as tactile sensors and high-power density motors [1] Group 2 - As of November 28, 2025, the Guozheng Robotics Industry Index (980022) reflects the price changes of listed companies related to the robotics industry, with the top ten weighted stocks accounting for 40.47% of the index [2] - The top ten weighted stocks in the Guozheng Robotics Industry Index include companies like Shuanghuan Transmission (002472) and Ecovacs (603486) [2] - The Penghua Robotics ETF (159278) closely tracks the Guozheng Robotics Industry Index, providing investors with exposure to the performance of the robotics sector [3]

机器人盘中震荡，资金逢低布局，机器人ETF鹏华(159278)盘中净申购1900万份。 消息面上，摩根士丹利在刚刚发布的《机器人年鉴》中指出，中国在制造人形机器人的竞赛中遥遥领 先，过去5年，中国共申请7705项人形机器人专利，而美国为1561项，日本以1102项位居第三，世界知 识产权组织以1100项位列第四。 截至2025年12月23日 13:26，国证机器人产业指数(980022)成分股方面涨跌互现，利元亨(688499)领涨 3.99%，江苏北人(688218)上涨3.60%，兆威机电(003021)上涨3.38%；航天智装(300455)领跌。机器人 ETF鹏华(159278)最新报价1.02元。 机器人ETF鹏华紧密跟踪国证机器人产业指数，国证机器人产业指数反映沪深北交易所机器人产业相关 上市公司的证券价格变化情况。 数据显示，截至2025年11月28日，国证机器人产业指数(980022)前十大权重股分别为双环传动 (002472)、科沃斯(603486)、绿的谐波(688017)、机器人(300024)、石头科技(688169)、拓普集团 (601689)、埃斯顿(002747)、中信重工(60 ...

截至午间收盘，中证智能电动汽车指数上涨1.4%，中证消费电子主题指数上涨0.7%，中证物联网主题指数上涨0.1%，国证机器人产业指数下跌0.8%，资金 逆势加仓，机器人ETF易方达（159530）半日净申购近7000万份。 | 截至午间收盘 | 该指数 该指数自202 | | --- | --- | | 该指数涨跌 | 滚动市盈率 发布以来估值: | | 0.7% | 55.9倍 93.4% | | 截至午间收盘 | 该指数 | 该指数自201 | | --- | --- | --- | | 该指数涨跌 | 滚动市盈率 | 发布以来估值 | | 0.1% | 32.3倍 | 45.5% | 每日经济新闻 ...

国证机器人产业指数特点鲜明：1.指数人形机器人含量居首：指数中人形机器人相关公司权重显著高于 同类指数；2.指数聚焦高成长龙头：前十大权重股占比约40%，涵盖汇川技术、科大讯飞、石头科技等 细分领域龙头，技术壁垒高、市场竞争力强。 相关产品： 消息面上，近日，银河通用官宣完成新一轮超3亿美元融资。本轮融资由中国移动链长基金领投，中金 资本、中科院基金、苏创投、央视融媒体基金、天奇股份等重量级投资平台及产业巨头联合注资，标志 着具身智能领域单轮最大融资的诞生。据知情人士透露，银河通用机器人累计融资额约达8亿美元，估 值达30亿美元，这也是目前人形机器人行业最高估值。 国海证券指出，电动化与智能化浪潮下，国内外人形机器人产品问世并不断迭代，有望开辟比汽车更广 阔的市场空间，人形机器人产业链将迎来"从0至1"的重要投资机遇。 ...

供应链受益明确：审厂通过后，核心供应商将率先获得订单锁定，参与制定行业标准，构筑中长期竞争 壁垒。 国产供应链主导：中国企业在响应速度、成本控制与迭代能力上优势显著，有望在本轮审厂中进一步巩 固核心地位。 开源证券指出，海外特斯拉和国内产业进展持续加速，后续强催化较多。展望2026年，人形机器人进入 量产期，大厂躬身入局，政策支持和补贴有望进入实际阶段，"趋势走强、景气上行"的布局窗口已然开 启。 截至2025年12月5日 11:20，国证机器人产业指数(980022)强势上涨1.16%，成分股步科股份(688160)上涨 14.84%，奥普光电(002338)上涨5.51%，禾川科技(688320)上涨5.45%，凌云光(688400)，埃夫特(688165) 等个股跟涨。机器人ETF鹏华(159278)上涨1.17%，最新价报1.04元。 近期人形机器人板块表现活跃，市场关注度持续提升。机构指出，当前行业已进入实质性推进的关键阶 段，特别是十二月初即将启动的批量产线定型审厂，将成为板块新一轮行情的重要催化剂。此次审厂不 同于以往常规流程，其规格更高、内容更实、意义更深远，有望明确批量产线标准、检测体系与产 ...

Group 1 - The robotics sector is experiencing a strong intraday performance, with the Penghua Robotics ETF (159278) rising by 0.65% and a net subscription of 23 million units, indicating a clear rebound trend after a period of adjustment [1][2] - The recent decline in the sector was attributed to three main factors: "cumulative price digestion, tariff friction disturbances, and Q3 earnings," but the current adjustment is seen as sufficient for a rebound [1][2] - Historical analysis shows a strong correlation between "emotional lows" in the robotics sector and the initiation points of new market trends, suggesting that the current period represents a "golden window" for investment [1] Group 2 - Tesla has released positive expectations regarding robotics during its Q3 earnings call on October 23, and plans to showcase progress on its robot project at the shareholder meeting on November 6 [2] - Elon Musk is reportedly dedicating at least two full workdays each week to advance the robotics project, actively participating in team updates and problem-solving [2] - The domestic market is also seeing activity, with companies like Xiaopeng launching new humanoid robots and several firms, including Sairisi and Xiaomi, accelerating their robotics business [2] Group 3 - As of October 22, 2025, the National Robotics Industry Index (980022) has increased by 0.58%, with notable gains in constituent stocks such as CITIC Heavy Industries (601608) up 10.00% and Dingzhi Technology (920593) up 3.45% [2] - The top ten weighted stocks in the National Robotics Industry Index account for 42.28% of the index, with companies like Shuanghuan Transmission (002472) and Ecovacs (603486) among the leaders [3]