今日，为期5天的2025世界机器人大会火热开幕，大会设置创新馆、应用馆、技术馆三大展馆，大会博 览会汇聚埃斯顿、宇树科技、银河通用等200余家国内外优秀机器人企业的1500余件展品，其中100余款 为首发新品，50家人形机器人整机企业参展，数量创同类展会之最。 机器人产业催化不断，相关领域投资价值受关注。国证机器人产业指数覆盖机器人产业链上下游各核心 环节，人形机器人相关成份股占比近八成，"人形含量"在ETF跟踪的指数中位居第一。Wind数据显示， 自4月10日指数修订生效至昨日，该指数已累计涨超28%，涨幅领先其他同类指数。 Wind数据显示，截至昨日，跟踪上述指数的机器人ETF易方达（159530）近一个月合计净流入超20亿 元，产品规模创下42亿元的新高，位居同标的ETF之首，可助力投资者便捷布局机器人产业发展机遇。 （文章来源：每日经济新闻） ...

Group 1 - The article highlights the increasing support for humanoid robot development from national policies, leading to the formulation of development paths and corresponding measures to promote innovation in the humanoid robot industry [1] - The National Securities Robot Industry Index and the China Securities Robot Index have shown upward trends, with increases of 1.3% and 0.9% respectively as of July 16, indicating a resilient performance of the National Securities Robot Industry Index with a historical increase of 15.8% since its revision on April 10, 2025, compared to 10.4% for the China Securities Robot Index [1][3] - The E Fund Robot ETF (159530), which tracks the National Securities Robot Industry Index, has seen its shares increase by nearly 1.3 billion this year, representing an over 8-fold growth since the beginning of the year [3] Group 2 - The investment logic suggests that the technology sector, particularly in robotics, is poised for a rebound as domestic demand recovers, with recent contracts awarded to leading humanoid robot manufacturers [3] - The National Securities Robot Industry Index focuses on companies involved in robot bodies, core components, and other related fields, with humanoid robot stocks making up over half of its weight [3][5] - The top ten constituent stocks of the National Securities Robot Industry Index include companies like Double Ring Transmission, Greentech Harmonics, and Estun, while the China Securities Robot Index has a different focus with companies like Huichuan Technology and iFlytek [3][5]

Group 1 - The core viewpoint of the article highlights the rising interest and investment in the robotics industry, particularly in humanoid robots, as evidenced by the increase in the National Securities Robotics Industry Index and the inflow of funds into the E Fund Robotics ETF [1] - The National Securities Robotics Industry Index rose by 0.6%, with leading stocks such as Lingyun Optics, Jiangsu Beiren, Yingfeng Environment, and Stone Technology all increasing by over 3% [1] - The E Fund Robotics ETF (159530) has seen net inflows for three consecutive days, reaching a new high in scale, indicating strong investor interest in robotics-related investments [1] Group 2 - Tesla has released a video showcasing its humanoid robot autonomously completing various tasks, including throwing away trash, cooking, vacuuming, and ironing, all performed by a single neural network that learns directly from human videos [1] - Open Source Securities emphasizes the need for humanoid robots to understand and interact with the physical world, using human motion data for training to enhance flexibility and coordination [1] - Humanoid robots account for over 50% of the components in the E Fund Robotics ETF, making it the highest "humanoid content" among all ETFs tracking similar indices, which facilitates investors in capitalizing on industry development opportunities [1]

机器人概念股今日大幅走强，赛摩智能、汉威科技涨超10%，兆威机电、信捷电气涨停。受重仓股上涨 影响，机器人ETF易方达（159530）强劲反弹，盘中大涨逾4%。 有分析认为，近日国证机器人产业指数编制方案进行了修订，涉及选样空间、样本数量、权重设置等维 度。修订后，指数中人形机器人相关的权重占比由38%显著提升至53%，对人形机器人产业的表征能力 更强，能帮助投资者更精准地锚定产业发展趋势。 Wind数据显示，机器人ETF易方达（159530）近期连续10个交易日获资金青睐，基金份额升至6.47亿 份，开年来份额更是暴增逾3倍。 资料显示，机器人ETF易方达（159530）跟踪国证机器人产业指数，在ETF跟踪的所有相关指数中人形 机器人"含量"最高，可以较好地反映人形机器人产业发展前景，助力投资者便捷布局投资机会。 有券商表示，随着车厂实训、零售场景探索，人形机器人的行业规模量产节点越来越近。人形机器人有 望在工业制造、仓储物流、食品配送、危险场景率先落地，之后再步入家庭，预计2035年中国人形机器 人出货量将达到197万台。此外，人形机器人半马得到广泛关注，随着人形机器人从实验室迈向复杂场 景应用，技术迭代 ...

每经编辑 肖芮冬 日前，全球首个人形机器人半马比赛在北京亦庄成功举行，涵盖20支人形机器人队伍参赛。其中，机器人ETF易方达（159530）也在此次赛事中与清华大学 计算机系、上海青心意创科技有限公司携手，助力"逐日行者队"和"青心Ocra队"两大机器人战队参赛。 据了解，本次人形机器人比赛是一次很好的公众认知与市场教育，对人形机器人的技术验证和行业标准建立有积极意义。同时，赛事中也暴露出人形机器人 当前面临的短板，诸如续航有限、电机过热和智能化不足等问题，有利于倒逼产业迭代升级。 此外，马拉松赛道也模拟了城市巡检、灾害救援等真实场景需求，验证了机器人在长距离移动（如电力巡检）、复杂地形适应（如废墟搜救）和人机协作 （如家庭服务）中的潜力。 招商证券指出，人形机器人指数自2024年10月起大幅跑赢沪深300指数，成为本轮市场的主线之一，人形机器人未来应用到C端需求空间巨大，当前处于0— 1的主题投资阶段，更需要关注事件催化。 在人形机器人半马比赛事件刺激下，本周人形机器人板块整体走势强劲。截至4月22日收盘，机器人ETF易方达（159530）周涨幅达到2.6%，涨幅居同类产 品之首。 | | 机器人ETF易方 ...

Group 1 - The Beijing Yizhuang Half Marathon and Humanoid Robot Half Marathon took place on April 19, with the "Tiangong" robot from Beijing winning the competition [1] - The latest public fund quarterly report indicates that "robots" have become a high-frequency keyword, with multiple robot concept stocks being increased by funds in Q1, contributing significant returns [1] - As of April 21, 2025, the National Securities Robot Industry Index (980022) rose by 1.22%, with component stocks such as Guirui Technology (600562) up by 10.01% and Aobi Zhongguang (688322) up by 6.71% [1] Group 2 - As of March 31, 2025, the top ten weighted stocks in the National Securities Robot Industry Index (980022) accounted for 42.06% of the index, including companies like Huichuan Technology (300124) and Keda Xunfei (002230) [2] - The Ministry of Industry and Information Technology reported that nearly 70% of key products in the equipment industry saw production growth in Q1, with a growth rate of 69.2%, an increase of 16.7 percentage points from the previous year [2] Group 3 - CITIC Securities research report highlights the growing attention on humanoid robots, suggesting that humanoid robots are the best carriers of embodied intelligence and are central to the US-China AI technology competition, indicating a broad long-term potential [3] - The report recommends exploring investment opportunities in "AI + robots" beyond just humanoid robots, focusing on faster commercialization in areas like exoskeleton robots, dexterous hands, and sensors [3]

每经记者 刘明涛 每经编辑 肖芮冬 随着入局者不断增多，AI大模型赋能产业发展，2025年有望迎来人形机器人商业化量产元年，人形机器人量产并实现大规模应用迎来曙光。 日前，首批人形机器人系列国家标准正式立项，国证机器人产业指数编制方案也迎来一次"革新"修订，指数修订后，人形机器人相关公司的权重占比 超过50%，达到53%。 值得关注的是，2018年以来，国证机器人产业指数年化收益率7.8%，较同类指数高5.1个百分点，长期收益更好；2024年"9.24"行情以来，其年化收益 为83.7%，较同类指数高24.7个百分点，指数弹性更好。 根据Wind最新数据，追踪该指数的机器人ETF易方达（159530）今年规模已经增加至6.3亿份，年内份额增长幅度高达313%。 | | 1.189 +0.004 +0.34% | | 机器人ETF易方达 | 159530 | क्र | | --- | --- | --- | --- | --- | --- | | SZSE CNY 10:52:09 交易中 | | | | | + ● > ● + | | 净值走势 | 易方达国证机器人产业ETF | | रेस | 2.06% ...