本周，中证消费电子主题指数下跌0.5%，中证物联网主题指数下跌0.7%，国证机器人产业指数下跌2.3%，中证智能电动汽 车指数下跌4.5%。据Wind数据，截至昨日，机器人ETF易方达（159530）本周合计获1.3亿元净流入，净流入额居全市场机 器人ETF第一。 昨日，IDC发布全球与中国机器人市场规模预测，预计2029年全球机器人市场规模将突破4000亿美元，中国市场占近半份 额。2024年，全球商用服务机器人出货量破10万台，中国厂商出货占比达84.7%。IDC指出，具身智能机器人是机器人智能 化发展的重要方向，可以满足多样化、复杂化的应用场景需求。 | | 国证机器 | 中证智能电 | 中证消费电 | 中证物联网 | | --- | --- | --- | --- | --- | | | 产业指数 | 动汽车指数 | 子主题指数 | 主题指数 | | 本周涨跌幅 | -2. 3% | -4. 5% | -0. 5% | -0. 7% | | | 滚动市销率 | 滚动市盘率 | 滚动市盘率 | 滚动市盘率 | | 指数估值 | 4.7倍 | 26.0倍 | 47.1倍 | 27.2倍 | | 指数估值 ...

Group 1 - The core viewpoint of the article highlights the significant growth potential in the autonomous driving and automotive parts sectors, driven by the establishment of "Zhaofu Intelligent Technology Co., Ltd." by Hello, Ant Group, and CATL, focusing on L4 autonomous driving technology [1] - The market for autonomous taxi services is projected to experience rapid growth starting in 2027, with an estimated market size reaching nearly 500 billion yuan by 2030, representing a 22-fold increase from 2027 [1] - The smart driving commercialization pace is accelerating, attracting attention to the investment value in related industries, with the CSI Intelligent Electric Vehicle Index and CSI Automotive Parts Theme Index showing strong performance in the market [1] Group 2 - As of 9:55 AM, the CSI Intelligent Electric Vehicle Index rose by 1.5%, and the CSI Automotive Parts Theme Index increased by 2.1%, indicating positive market sentiment towards these sectors [1] - The top three weighted industries in the CSI Intelligent Electric Vehicle Index are automotive, electric equipment, and electronics, collectively accounting for nearly 80% [1] - The CSI Automotive Parts Theme Index has the automotive industry as its largest weighted sector, making up over 60% of the index [1]