截至2025年11月25日 13:49，机器人ETF(159770)成交2.25亿元。跟踪的中证机器人指数(H30590)上涨 0.80%，成分股博杰股份(002975)上涨10.00%，瑞松科技(688090)上涨5.49%，晶品特装(688084)上涨 4.11%，步科股份(688160)上涨4.00%，信捷电气(603416)上涨3.42%。 机器人ETF(159770)，对应场外联接基金(A：014880；C：014881)。 科创综指ETF天弘(589860)，对应场外联接(A：023721；C：023722)。 【热点事件】 1、优必选中标2.64亿元订单，刷新全球人形机器人订单金额纪录 拉长时间看，截至11月24日，机器人ETF(159770)近3月规模增长18.31亿元，近1周份额增长1.20亿份，实 现显著增长。 资金流入方面，机器人ETF(159770)近5个交易日内有4日资金净流入，合计"吸金"1.22亿元，近10日累计资 金净流入近3亿元。 截至2025年11月25日 13:49，科创综指ETF天弘(589860)盘中换手6.45%，成交1984.30万元。跟踪的上证科 创板综合指数( ...

截至2025年11月24日 09:39，机器人ETF(159770)成交3646.60万元。跟踪的中证机器人指数(H30590)下跌 0.11%。成分股方面涨跌互现，海目星(688559)领涨2.63%，宏英智能(001266)上涨2.08%，晶品特装 (688084)上涨1.95%。 北京市委相关负责人围绕人形机器人产业发展，深入昌平区、海淀区机器人企业开展调研。他强调，要深 入贯彻党的二十届四中全会精神，落实市委十三届七次全会部署，将人形机器人产业作为大力发展新质生 产力的重要抓手，完善产业发展生态，探索拓展应用场景，加速推动人形机器人商业化规模化应用落地， 打造全球领先的人形机器人技术创新和产业聚集地。 广东：数字经济试验区建设加码AI与机器人产业融合 日前，广东省人民政府印发《广东省国家数字经济创新发展试验区建设方案（2025—2027年）》，将人工 智能与机器人产业创新发展列为重要方向。方案提出开展"人工智能+""机器人+"双行动，一方面支持企业 研发通用大模型、行业大模型及中小型专用模型，建设琶洲人工智能大模型应用示范区；另一方面推动智 能机器人与智能手机、智能汽车等终端产品创新融合，同时支持高校 ...

Core Viewpoint - The robotics ETF (159770) is experiencing significant growth, with a notable increase in net subscriptions and a strong performance in the underlying robotics sector, indicating a favorable investment environment in the robotics industry driven by domestic substitution and technological advancements [1][2]. Group 1: ETF Performance - As of November 21, 2025, the robotics ETF (159770) had a turnover of 3.27% and a transaction volume of 313 million yuan, ranking first among similar products in the Shenzhen market [1]. - The ETF has seen a substantial increase in scale, growing by 944.5 million yuan over the past month, reaching a new high of 9.877 billion shares [2]. - The ETF has recorded continuous net inflows over the past 26 days, totaling 1.813 billion yuan, with a peak single-day inflow of 285 million yuan [2]. Group 2: Industry Trends - The A-share robotics sector is showing resilience, with several stocks experiencing significant rebounds despite a general market downturn, including notable gains from companies like Weichuang Electric and Siling Co., which rose over 5% [2]. - The industrial robotics industry in China is maintaining a high growth rate, with production reaching 57,900 units in October 2025, a year-on-year increase of 17.9%, and a cumulative production of approximately 602,700 units in the first ten months, reflecting a 28.8% increase [5]. - The industry is expected to continue its upward trajectory, driven by the implementation of key projects and deepening equipment renewal policies, which are likely to enhance overall market conditions [5]. Group 3: Technological Developments - The Hubei provincial government is promoting the integration of the Beidou system with robotics and other industries, emphasizing the development of new application scenarios such as "Beidou + humanoid robots" and "Beidou + artificial intelligence" [3]. - Amazon's Zoox has launched a user waitlist for its autonomous taxi service in San Francisco, marking a significant step in the commercialization of self-driving technology and increasing competition in the autonomous vehicle market [4][5].

截至2025年11月19日午间收盘，机器人ETF(159770)成交1.72亿元。跟踪的中证机器人指数(H30590)下跌 1.41%。成分股方面涨跌互现，伟创电气(688698)领涨1.24%，中大力德(002896)上涨0.56%，南网科技 (688248)上涨0.11%。 值得一提的是，机器人ETF(159770)再获资金逆市布局，半日已获净申购2550万份。 | | 机器人ETF 159770 | ਐ | | --- | --- | --- | | | 通融 △ ○ + | | | 实时申购赎回信息 | 申购 | 赎回 | | 笔数 | 21 | ব | | 金额 | O | 0 | | 份额 | 3150万 | 600万 | 截至11月18日，机器人ETF(159770)近1周规模增长2041.04万元，实现显著增长。份额方面，机器人 ETF(159770)最新份额达98.23亿份，创成立以来新高。 从资金净流入方面来看，机器人ETF(159770)近24天获得连续资金净流入，最高单日获得2.85亿元净流入， 合计"吸金"17.60亿元。 计算机ETF(159998)成交2945.50万元。跟踪的中 ...

从资金净流入方面来看，机器人ETF(159770)近22天获得连续资金净流入，最高单日获得2.85亿元净流入， 合计"吸金"17.41亿元。 食品饮料ETF天弘(159736)成交3247.67万元。跟踪的中证食品饮料指数(930653)下跌0.13%。成分股方面涨 跌互现，华统股份(002840)领涨4.68%，西麦食品(002956)上涨3.41%，金字火腿(002515)上涨3.05%。 拉长时间看，截至11月14日，食品饮料ETF天弘(159736)近5个交易日内，合计"吸金"2409.91万元。 【产品亮点】 国产替代+技术出海，机器人板块迎历史性机遇！人工智能浪潮共振！机器人ETF(159770)一键配置产业链 龙头，分享高端制造成长红利！ 截至2025年11月17日收盘，机器人ETF(159770)成交2.07亿元。跟踪的中证机器人指数(H30590)上涨 0.30%，成分股伟创电气(688698)上涨6.16%，海目星(688559)上涨5.77%，华昌达(300278)上涨3.99%，中大 力德(002896)上涨3.38%，晶品特装(688084)上涨3.36%。 值得一提的是，机器人ET ...

| | 机器人ETF 159770 | ਕੋ | | --- | --- | --- | | | 通 融 公 Q 中 | | | 实时申购赎回信息 | 申购 | 赎回 | | 筆数 | 19 | 6 | | 金额 | 0 | 0 | | 份额 | 3450万 | 900万 | 拉长时间看，截至11月12日，机器人ETF(159770)近1周规模增长4799.93万元，实现显著增长。机器人 ETF(159770)最新份额达97.45亿份，创成立以来新高。 从资金净流入方面来看，机器人ETF(159770)近20天获得连续资金净流入，最高单日获得2.85亿元净流入， 合计"吸金"16.82亿元。 云计算ETF天弘(517390)换手率居同类产品首位，成交1108.49万元。跟踪指数中证沪港深云计算产业指数 (931470)下跌0.72%。成分股方面涨跌互现，科华数据(002335)领涨7.77%，深信服(300454)上涨3.56%，曙 光数创(920808)上涨3.10%。 拉长时间看，截至11月12日，云计算ETF天弘(517390)近半年规模增长1.01亿元，实现显著增长。 【产品亮点】 国产替代+技术出海 ...

Group 1 - The Computer ETF (159998) has seen a trading volume of 67.08 million yuan as of November 12, 2025, with mixed performance among its constituent stocks, including Jiangbolong (301308) up by 4.29% and Runhe Software (300339) up by 1.14% [1] - The Robot ETF (159770) recorded a turnover of 264 million yuan, with its constituent stocks also showing mixed results, led by Bojie Co., Ltd. (002975) up by 4.68% [1] - The Robot ETF (159770) has experienced a significant growth of 330 million yuan in scale over the past week, reaching a new high of 9.681 billion shares [2] Group 2 - The Computer ETF (159998) covers a wide range of sectors within the information technology industry, including AI application leaders and hardware manufacturers, providing a comprehensive investment opportunity [3] - The Robot ETF (159770) is positioned to benefit from domestic substitution and technological expansion, capitalizing on the growth in high-end manufacturing [3] - Meta has announced a substantial investment of 600 billion yuan in AI, emphasizing the long-term commitment of major tech companies to AI technology development [6] Group 3 - The "Intelligent Computing Hub" was unveiled at the China Humanoid Robot Industry Development Conference, showcasing advancements in AI control systems for humanoid robots [7] - CITIC Securities highlights the low penetration rate of AI large models, indicating significant potential for investment in AI computing power [8] - The report suggests monitoring the AI application sector and related industries, including quantum technology, which are gaining attention from major global players [9]

Core Insights - The Robot ETF (159770) has seen significant growth, with a recent increase in scale of 330 million yuan over the past week, reaching a new high of 9.681 billion shares [3] - The ETF has experienced continuous net inflows for 19 days, totaling 1.617 billion yuan, with a peak single-day inflow of 285 million yuan [3] - The electronic ETF (159997) is also performing well, with notable gains in constituent stocks such as XW Communication and Tianyue Advanced [3] Product Highlights - The Robot ETF (159770) is positioned to benefit from domestic substitution and technological expansion, capitalizing on the AI wave and offering exposure to leading companies in the high-end manufacturing sector [3] - The Electronic ETF (159997) passively tracks the CSI Electronic Index, focusing on semiconductor and consumer electronics industries, including AI chips, automotive electronics, and 5G [3] Key Events - Tesla is expanding its Texas Gigafactory to produce its humanoid robot, Optimus, with an ambitious target of 10 million units annually by 2027, significantly increasing production capacity compared to its Fremont factory [4] - The first humanoid robot 7S store has opened in Wuhan, marking a significant step towards the commercialization of humanoid robots, featuring seven functions that create a comprehensive service ecosystem [5][6] Institutional Perspectives - According to招商证券, Tesla's compensation plan for Elon Musk has been approved, and the goal of delivering over 1 million units of the Optimus robot in the next decade is deemed highly achievable, indicating a strong push towards industrialization of robotics [7] - Domestic humanoid robot companies are accelerating technological breakthroughs and commercial applications, as evidenced by significant orders and collaborations among companies like Xpeng Motors and UBTECH [7]

截至2025年11月10日午间收盘，机器人ETF(159770)成交1.83亿元。跟踪指数成分股方面涨跌互现，亿嘉和(603666)领涨5.04%，瑞松科技(688090)上涨 5.01%，华东数控(002248)上涨3.40%。 值得一提的是，机器人ETF(159770)获资金逆市加仓，截至午间收盘，该基金半日净申购8550万份。 | | 机器人ETF 159770 | ਐ | | --- | --- | --- | | | 通 融 ノ ○ + | | | 实时申购赎回信息 | 申购 | 赎回 | | 笔数 | ਟ 1 | 2 | | 金额 | O | 0 | | 份额 | 8850万 | 300万 | 截至11月7日，机器人ETF(159770)最新规模达98.54亿元，最新份额达95.41亿份，创成立以来新高。 从资金净流入方面来看，机器人ETF(159770)上周五最新单日获得2.85亿元净流入，居同类第一！近17天获得连续资金净流入，合计"吸金"14.74亿元。 【产品亮点】 1、京东狼族机器人全球智能工厂项目签约落地 近日，京东狼族机器人全球智能工厂项目正式签约落地无锡，将建设全球首个智能物流机器 ...

Core Insights - The Robot ETF (159770) has seen a significant increase, closing up 2.04% with a trading volume of 344 million yuan, and its latest scale reached 9.743 billion yuan, marking a new high since its inception [2] - The ETF has experienced a net inflow of 400 million yuan over the past five days, with a total of 1.188 billion yuan in net inflows over the last 16 days, indicating strong investor interest [2] - The Sci-Tech Index ETF Tianhong (589860) also rose by 2.27%, with notable gains in its constituent stocks, reflecting a robust performance in the technology sector [2] Product Highlights - The Robot ETF (159770) is positioned to benefit from domestic substitution and technological expansion, capitalizing on the AI wave and offering exposure to leading companies in the high-end manufacturing sector [2] - The Sci-Tech Index ETF Tianhong (589860) covers 97% of the Sci-Tech board's market value, with a balanced allocation in strategic emerging industries, including semiconductors, AI, and biomedicine, which collectively account for over 80% of its portfolio [2] Related Events - Elon Musk's $1 trillion compensation plan was approved by shareholders, linking his pay to Tesla's AI and robotics transformation goals, which include achieving a market cap of $8.5 trillion and delivering 20 million vehicles [3] - Yushu Technology launched a full-body remote operation platform, enhancing the practical application of humanoid robots in various household tasks, indicating a significant advancement in the humanoid robotics industry [4] - The humanoid robot industry is accelerating towards mass production, with companies like XPeng Technology preparing for the launch of their new humanoid robot, expected to enter mass production by the end of 2026 [4]