盘中机器人概念快速拉升，汽车零件ETF紧密跟踪中证汽车零部件主题指数，成分股中较多涉及机器人 概念，受此催化成功翻红涨超0.8%。 汽车零件ETF(159306)，场外联接(平安中证汽车零部件主题ETF联接A：022731；平安中证汽车零部件 主题ETF联接C：022732；平安中证汽车零部件主题ETF联接E：024542)。 中证汽车零部件主题指数从沪深市场中选取100只业务涉及汽车系统部件、汽车内饰与外饰、汽车电 子、轮胎等领域的上市公司证券作为指数样本，反映汽车零部件主题上市公司证券的整体表现。 数据显示，截至2025年8月29日，中证汽车零部件主题指数(931230)前十大权重股分别为汇川技术 (300124)、福耀玻璃(600660)、三花智控(002050)、拓普集团(601689)、赛轮轮胎(601058)、德赛西威 (002920)、银轮股份(002126)、华域汽车(600741)、中科创达(300496)、万丰奥威(002085)，前十大权重 股合计占比41.54%。 截至2025年9月2日 13:34，中证汽车零部件主题指数(931230)上涨0.41%，成分股斯菱股份(301550)上 ...

市场监管总局会同工业和信息化部研究起草了《市场监管总局 工业和信息化部关于加强智能网联新能 源汽车产品召回、生产一致性监督管理与规范宣传的通知（征求意见稿）》。其中提到，企业在组合驾 驶辅助系统或功能命名及营销宣传中，不得暗示消费者可以视其为自动驾驶系统、具备实际上并不具备 的功能，防止驾驶员滥用。企业应当避免夸大宣传车辆驾驶性能，误导消费者以不合理的高速驾驶车 辆。市场监管总局将加大对企业广告活动和商业宣传行为中夸大组合驾驶辅助功能、欺骗或误导消费者 等情形的监督检查力度，组织召回技术机构开展过度宣传等问题的技术认定工作，并会同工业和信息化 部开展专项联合调查，依法做好整治规范工作。 数据显示，截至2025年7月31日，中证汽车零部件主题指数(931230)前十大权重股分别为汇川技术 (300124)、福耀玻璃(600660)、三花智控(002050)、拓普集团(601689)、赛轮轮胎(601058)、德赛西威 (002920)、华域汽车(600741)、万丰奥威(002085)、银轮股份(002126)、双环传动(002472)，前十大权重 股合计占比40.36%。 汽车零件ETF(159306)，场外 ...

Group 1 - In July, the automotive production and sales reached 2.591 million and 2.593 million units respectively, with month-on-month declines of 7.3% and 10.7%, but year-on-year increases of 13.3% and 14.7% [1] - From January to July, automotive production and sales totaled 18.235 million and 18.269 million units, reflecting year-on-year growth of 12.7% and 12%, with production and sales growth rates expanding by 0.2 and 0.6 percentage points compared to the first half of the year [1] - The automotive market in July showed a performance that was not typical of a seasonal downturn [1] Group 2 - Desay SV Automotive reported a 45.8% year-on-year increase in net profit for the first half of the year, leading to significant stock price appreciation [1] - As of August 12, 2025, the CSI Automotive Parts Theme Index (931230) rose by 0.20%, with notable increases in component stocks such as Desay SV (up 8.22%) and Aerospace Science and Technology (up 4.34%) [1] - The CSI Automotive Parts Theme Index includes 100 listed companies involved in automotive systems, interiors, electronics, and tires, with the top ten weighted stocks accounting for 40.36% of the index [2]

8月8日，2025世界机器人大会将在北京经济技术开发区北人亦创国际会展中心启幕。将有100余款新品 在大会上首发亮相，数量是去年的近2倍。 数据显示，截至2025年7月31日，中证汽车零部件主题指数(931230)前十大权重股分别为汇川技术 (300124)、福耀玻璃(600660)、三花智控(002050)、拓普集团(601689)、赛轮轮胎(601058)、德赛西威 (002920)、华域汽车(600741)、万丰奥威(002085)、银轮股份(002126)、双环传动(002472)，前十大权重 股合计占比40.36%。 民生证券认为，历经多年发展及技术迭代，在巨大的潜在市场需求牵引以及人工智能技术深度赋能的带 动下，人形机器人已进入智能化发展阶段。万联证券指出，特斯拉、华为、Figure AI等科技巨头在人形 机器人行业的持续投入有望驱动行业迭代加速并不断突破，人形机器人量产并实现大规模应用迎来曙 光，商业化落地可期。 汽车零件ETF(159306)，场外联接(平安中证汽车零部件主题ETF联接A：022731；平安中证汽车零部件 主题ETF联接C：022732；平安中证汽车零部件主题ETF联接E：02 ...

Group 1 - The core viewpoint is that Shanghai will issue demonstration operation licenses for intelligent connected vehicles during the WAIC2025, allowing public access to Robotaxi services [1] - Traditional taxi companies will collaborate with technology firms to operate Robotaxis, combining operational experience with autonomous driving technology [1] - Minsheng Securities highlights that the valuation of auto parts is low, while medium-term growth prospects are strengthening, indicating optimism for the new energy vehicle industry chain and smart electric growth [1] Group 2 - As of July 25, 2025, the CSI Automotive Parts Theme Index (931230) has decreased by 0.89%, with mixed performance among constituent stocks [2] - The top-performing stock is Feile Audio, which rose by 6.32%, while the worst performer is Top Group, which fell by 3.97% [2] - The Automotive Parts ETF (159306) has decreased by 0.61%, with a recent price of 1.15 yuan, but has seen a 0.44% increase over the past week [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index account for 41.05% of the index [3] - The top ten stocks include Huichuan Technology, Fuyao Glass, and Sanhua Intelligent Control among others [3] - The Automotive Parts ETF has several connect funds, including those from Ping An [3]

Group 1 - The China Securities Automotive Parts Theme Index (931230) increased by 0.64% as of July 16, 2025, with notable gains from companies such as Ding Tong Technology (688668) up 9.27% and Zhejiang Rongtai (603119) up 6.00% [1] - The Automotive Parts ETF (159306) rose by 0.72%, marking its fourth consecutive increase, with the latest price at 1.13 yuan [1] - Over the past week, the Automotive Parts ETF has accumulated a rise of 1.27%, ranking in the top 25% among comparable funds [1] Group 2 - As of June 30, 2025, the top ten weighted stocks in the China Securities Automotive Parts Theme Index accounted for 41.05% of the index, including companies like Huichuan Technology (300124) and Fuyao Glass (600660) [2] - The Automotive Parts ETF has several off-market connections, including Ping An China Securities Automotive Parts Theme ETF Connect A (022731) and C (022732) [2]