近期，A股市场上MIM概念股表现格外引人注目，统联精密、东睦股份（600114）等股多涨停，稀缺赛 道迎来爆发式增长。那么，到底什么是MIM呢？MIM概念股为何走强？ MIM(金属注射成形)是一种结合粉末冶金与塑料注射成型的技术，能高效生产高精度、异形金属零件。 它结合了粉末冶金和塑料注射成形的优点，通过将金属粉末与有机粘结剂混合，形成可注射的喂料，再 通过注射成形工艺制造出复杂的金属零件。 MIM技术具备大批量、高效率成形的特点，能够生产高精度、高强度、高耐磨、高耐腐蚀、高复杂形 状的金属零件，且成本较低，是国家重点支持的高新技术领域之一。 MIM技术之所以近期备受关注，主要源于特斯拉人形机器人项目的推进。7月24日，特斯拉在Q2业绩说 明会上披露了擎天柱(Optimus)的重要进展，明确"3个月内推出原型机、2026年初量产"的时间线。 据调研信息，特斯拉此次从底层对机器人电机技术进行改型，预计电机体积将缩小，对应后端减速器、 丝杠等部件同步调整；算法虽有参数优化但仍具备通用性。这种技术迭代将大幅提升对复杂精密结构件 的需求。 而MIM技术在制造此类零件上具有显著优势，能够有效替代传统金属加工工艺，不仅可 ...

Market Overview - The Sci-Tech AI ETF Huaxia (589010) closed down 0.49% on June 27, 2025, with major declines in stocks such as Cambricon down 4.10%, Lexin Technology down 2.88%, and Hengxuan Technology down 1.69% [1] - The Robot ETF (562500) also saw a slight decline of 0.12%, with leading declines from Hechuan Technology down 2.05%, Jiangsu Leili down 1.88%, and Huachen Equipment down 1.81% [1] - The trading volume for the day was 664 million yuan, indicating high market activity and good liquidity [1] - The Robot ETF experienced a net inflow of 54 million yuan, marking continuous inflows over the past four trading days, with a peak single-day inflow of 273 million yuan, totaling 570 million yuan [1] Industry Highlights - On June 27, Neuralink, a brain-computer interface company led by Elon Musk, showcased its latest advancements, with 7 participants currently involved in trials [2] - The 2025 Hangzhou International Humanoid Robot and Robotics Technology Exhibition was held, focusing on the entire industry chain of humanoid robots, with significant attention on dexterous hands, which are now being mass-produced and seeing price reductions to below 10,000 yuan [2] - The 2025 RoBoLeague robot football league finals took place in Beijing, featuring AI-driven robots that operated independently without human intervention, showcasing advancements in AI strategies [2] Institutional Insights - CITIC Securities suggests that the current market valuation may not support a purely liquidity-driven rally, but unexpected interest rate cuts by the Federal Reserve and the People's Bank of China could act as catalysts for market sentiment [3] - There is a noted shift of active funds from pharmaceuticals and consumer sectors towards technology and finance, with structural opportunities expected to dominate the mid-year reporting season [3] - The upcoming third quarter is anticipated to see a resurgence in IPOs for tech companies, with a focus on AI and military sectors as key areas for structural opportunities [3] Popular ETFs - The Robot ETF (562500) is the only fund in the market with a scale exceeding 10 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Sci-Tech AI ETF Huaxia (589010) is positioned as the brain of robotics, with a 20% fluctuation limit and small-cap elasticity, aimed at capturing pivotal moments in the AI industry [4]