截至2026年1月9日10:24，机器人ETF(159770)成交2.14亿元。跟踪的中证机器人指数(H30590)强势上涨1.81%，成分股昊志机电 (300503)上涨10.13%，弘讯科技(603015)上涨10.03%，派斯林(600215)上涨10.01%，大族激光(002008)，信邦智能(301112)等个股 跟涨。 拉长时间看，截至1月8日，机器人ETF(159770)近2周规模增长3.78亿元，近1月份额增长2.10亿份，实现显著增长。 资金流入方面，机器人ETF(159770)近20个交易日净流入3.55亿元，位居同类产品第一。 计算机ETF(159998)盘中换手2.66%，成交7030.52万元。跟踪的中证计算机主题指数(930651)强势上涨1.64%，成分股润泽科技 (300442)上涨14.04%，卫宁健康(300253)上涨10.95%，中科星图(688568)上涨8.00%，光环新网(300383)，数据港(603881)等个股 跟涨。 拉长时间看，截至1月8日，计算机ETF(159998)最新规模达26.13亿元，最新份额达24.84亿份，创近1月新高。 从资金净流入方面来 ...

截至2026年1月8日 13:40，机器人ETF(159770)盘中换手2.8%，成交3.08亿元。跟踪的中证机器人指数(H30590)强势涨超1%，成 分股晶品特装(688084)上涨12.69%，丰立智能(301368)上涨11.88%，派斯林(600215)上涨10.01%，华东数控(002248)，弘讯科技 (603015)等个股跟涨。 拉长时间看，截至1月7日，机器人ETF(159770)近2周规模增长6.95亿元，近2周份额增长1.65亿份，实现显著增长。 资金流入方面，机器人ETF(159770)近21个交易日合计"吸金"3.66亿元。 计算机ETF(159998)盘中换手3.77%，成交9881.66万元。跟踪的中证计算机主题指数(930651)上涨0.62%，成分股宝信软件 (600845)上涨10.01%，卫宁健康(300253)上涨5.65%，中科星图(688568)上涨4.31%，纳思达(002180)上涨4.20%，中科曙光 (603019)上涨4.03%。 拉长时间看，截至1月7日，计算机ETF(159998)近2周规模增长3.16亿元，实现显著增长。计算机ETF(159998)最 ...

拉长时间看，截至1月6日，创业板ETF天弘(159977)近2周规模增长4.19亿元，近2周份额增长1.06亿份，实现显著增长。 资金流入方面，创业板ETF天弘(159977)近5个交易日合计"吸金"近2亿元。 截至2026年1月7日 14:15，创业板ETF天弘(159977)成交1.64亿元。跟踪的创业板指数(399006)上涨0.21%，成分股南大光电 (300346)上涨19.57%，中伟股份(300919)上涨11.83%，鼎龙股份(300054)上涨11.57%，珂玛科技(301611)上涨9.09%，大族数控 (301200)上涨7.06%。 【机构观点】 东方财富证券指出，春季躁动"抢跑"意味着行情的启动时点前移至上一年的11月或12月，近期春季行情的"抢跑"本质是在政策 预期乐观且景气主线明朗的背景下，由增量资金推动的一次估值上修。 政策预期方面，市场期待较高的中央经济工作会议延续积极定调；宏观流动性层面，全球与国内流动性环境宽松共振；景气线 索方面，市场呈现出科技成长与周期修复多线并进的结构。 资金面，机构和杠杆资金的边际增量入场迹象明显，居民存款搬家可能是重要增量，ETF成为本轮行情重要 ...

【产品亮点】 配置航空航天ETF天弘(159241)能够高效捕捉主题投资机会。该ETF的样本公司与低空经济、大飞机、卫星互联网等热门主题高 度契合，成分股深度参与商业航天等新兴领域，受益于政策与市场的双重推动。 机器人ETF(159770)紧密跟踪中证机器人指数，聚焦人工智能硬件终端，覆盖机器人产业链上下游各环节核心标的。 【相关产品】 截至2026年1月6日 10:04，航空航天ETF天弘(159241)盘中换手6.19%，成交3648.55万元。跟踪的国证航天航空行业指数 (CN5082)盘初一度拉升翻红。成分股方面涨跌互现，北方导航(600435)领涨2.93%，亚光科技(300123)上涨1.83%，中国卫星 (600118)上涨1.74%。 机器人ETF(159770)成交1.70亿元。跟踪的中证机器人指数(H30590)上涨0.24%，成分股科瑞技术(002957)上涨3.63%，绿的谐波 (688017)上涨3.05%，信捷电气(603416)上涨2.33%，鸣志电器(603728)上涨1.70%，瑞松科技(688090)上涨1.50%。 拉长时间看，截至1月5日，机器人ETF(159770)近 ...

Core Viewpoint - The Robot ETF (159770) has shown significant growth, with a net inflow of funds and a notable increase in its scale and shares, indicating strong investor interest in the robotics sector. Group 1: ETF Performance - As of December 31, 2025, the Robot ETF (159770) recorded a transaction volume of 210 million yuan, with the underlying index (H30590) rising by 0.55% [1] - The Robot ETF (159770) achieved a new high with a total scale of 10.926 billion yuan and 10.311 billion shares as of December 30, marking a significant milestone since its inception [2] - Over the past three days, the Robot ETF (159770) has seen a cumulative net inflow of 325 million yuan, with a year-to-date total net inflow of 8.441 billion yuan, leading among similar products in the Shenzhen market [2] Group 2: Industry Developments - Four government departments have issued a plan to promote digital transformation in the automotive industry, emphasizing the importance of intelligent robots and testing equipment as key areas for technological advancement [3] - The plan encourages the integration of artificial intelligence in various stages of automotive production, aiming to enhance the industry's resilience and safety through innovative applications [3] Group 3: Company Innovations - Dou Shen Education launched its first embodied intelligent product, the "Learning Companion Robot," which sold out within an hour, showcasing the growing demand for AI applications in education [4] - The Learning Companion Robot integrates advanced real-time audio and video technology and features dual large models, indicating a strategic move towards creating a comprehensive AI education ecosystem [4] Group 4: Market Sentiment - Open Source Securities reported a rebound in the humanoid robot sector, with both technical and emotional factors contributing to a significant increase in the sector index [5] - The report anticipates that the industry will reach a technological convergence by 2025 and cross a mass production inflection point by 2026, focusing on the supply chain of Tesla and leading domestic enterprises [5]

Group 1 - The core viewpoint of the news highlights the strong performance of the Tianhong Chemical ETF (159133), which saw a turnover of 4.42% and a transaction volume of 26.6075 million yuan, with the underlying index rising by 1.84% to reach a new annual high [1][3] - The Tianhong Chemical ETF has achieved a record high in size at 629 million yuan and a record high in shares at 567 million, with a net inflow of 21.9844 million yuan recently [3] - The chemical sector is characterized by its complexity and rapid rotation, with the Tianhong Chemical ETF tracking 50 leading companies, covering both traditional cyclical sectors and emerging growth areas [3] Group 2 - Recent news indicates that major companies in the lithium iron phosphate industry, including Wanrun New Energy and Hunan Youneng, have announced maintenance and production cuts, with reductions of 35% to 50% planned for January 2026 [3][4] - Research institutions suggest that the collective maintenance in the lithium iron phosphate industry is a response to rising raw material costs, leading to increased operational pressure on companies [4] - The lithium battery supply chain is experiencing a rise in both volume and price, with significant increases in production and prices for lithium carbonate and lithium iron phosphate, indicating a recovery in downstream demand [5]

Core Insights - The humanoid robot sector experienced a significant surge, with companies like Boke Co. hitting a 20% limit up, and Haoshi Electromechanical and Greenland Harmonic rising by 18% and 11% respectively, leading to a 3% increase in the robot ETF (159770) index, which has cumulatively risen by 10% since December 17 [1] - The ETF saw a net subscription of 33 million shares during the day, with a total inflow of 340 million yuan over the past ten days [1] Market Developments - 2026 is anticipated to be the year of mass production for Tesla's Optimus robot, with the market closely monitoring the confirmation of the T-chain supply chain list, expecting a busy contracting period by the end of the month [1] - The Trump administration is considering an executive order regarding robots to be released in 2026 [1] - Yushu Technology announced the opening of its first offline store in collaboration with JD.com, set to launch on December 31 in Beijing, showcasing products like the Yushu Go2 quadruped robot and G1 humanoid robot [1] - The Ministry of Industry and Information Technology has established a standardization technical committee for humanoid robots and embodied intelligence [1] ETF Performance - The largest robot ETF in the Shenzhen market (159770, Class C 014881) has seen a net inflow of 8.391 billion yuan this year, surpassing 10.527 billion yuan in total assets [1] - The ETF tracks the CSI Robot Index, covering multiple segments of the humanoid robot industry chain, including leading domestic companies such as Yushu Chain, Zhiyuan Chain, UBTECH Chain, Huawei Chain, Xiaomi Chain, and Tesla Chain [1]

截至2025年12月30日 14:09，机器人ETF(159770)盘中换手6.2%，成交6.65亿元。跟踪的中证机器人指数(H30590)强势上涨 3.39%，成分股步科股份(688160)上涨20.00%，绿的谐波(688017)上涨11.65%，新时达(002527)上涨10.01%，宏英智能(001266)， 鸣志电器(603728)等个股跟涨。 截至12月29日，机器人ETF(159770)最新规模达105.27亿元，最新份额达102.63亿份，均创成立以来新高。 资金流入方面，机器人ETF(159770)最新资金净流入3384.68万元。拉长时间看，近5个交易日内有4日资金净流入，合计"吸 金"2.06亿元。 【产品亮点】 机器人ETF(159770)深市规模最大的机器人主题ETF，成分股覆盖人形机器人、工业机器人、服务机器人等多个细分领域，帮助 投资者一键布局机器人上中下游产业链。 【相关产品】 机器人ETF(159770)，对应场外联接基金(A：014880；C：014881)。 据业内最新消息，Optimus即将发包，2026年Q1开始分批交付，覆盖2026年8-10万台全部产能。 相关机构 ...

Core Viewpoint - The Robot ETF (159770) has shown significant performance with a turnover of 5.37% and a total transaction volume of 563 million yuan, reflecting a positive trend in the robotics sector as indicated by the increase in the underlying index and constituent stocks [1][3]. Group 1: ETF Performance - As of December 29, 2025, the Robot ETF (159770) reached a new high with a total size of 10.527 billion yuan and 10.263 billion shares outstanding [3]. - The Robot ETF experienced a net inflow of 33.8468 million yuan, with a total of 206 million yuan net inflow over the past five trading days [3]. - The underlying index, the CSI Robot Index (H30590), has risen by 0.76%, achieving a four-day cumulative increase of 4.9% [1]. Group 2: Key Stocks Performance - Notable constituent stocks of the Robot ETF include: - Ruishun Technology (688090) increased by 20.01% - Buke Co., Ltd. (688160) also rose by 20.00% - Hongying Intelligent (001266) gained 10.01% - Bozhong Precision (688097) increased by 8.12% - Fengli Intelligent (301368) rose by 4.86% [1][3]. Group 3: Product Highlights - The Robot ETF (159770) is the largest robot-themed ETF in the Shenzhen market, covering various segments such as humanoid robots, industrial robots, and service robots, providing investors with a comprehensive exposure to the robotics industry [4]. - The Tianhong Sci-Tech Index ETF (589860) closely tracks the Sci-Tech Index and includes leading technology companies with strong brand advantages and research capabilities [4]. Group 4: Recent Events - Lingxin Qiaoshou completed its fifth round of financing in 2025, with investments from Sequoia China and CCV, aimed at enhancing product technology and production capacity [7]. - Dou Shen Education launched its first AI companion robot, which sold out within an hour, indicating strong market interest in educational AI hardware [8]. Group 5: Institutional Insights - Dongguan Securities suggests that continuous government support for robotics, combined with technological advancements, will lead to increased demand for core components in the robotics sector [9].

截至2025年12月29日 09:37，机器人ETF(159770)成交4351.38万元。跟踪的中证机器人指数(H30590)上涨0.19%。成分股云天励 飞-U涨超8%，瑞松科技涨超7%，晶品特装、均普智能等个股跟涨。 值得一提的是，机器人ETF(159770)开盘即获资金积极加仓，盘中净申购份额已达2100万份。 | | 机器人ETF 159770 | ਐ | | --- | --- | --- | | | 通部 > Q + | | | 实时申购赎回信息 | 申购 | 赎回 | | 笔数 | 7 | 1 | | 金额 | 0 | O | | 份额 | 2250万 | 150万 | 截至12月26日，机器人ETF(159770)最新规模达104.16亿元位居深市同类第一，最新份额达102.30亿份，均创成立以来新高。 12月26日，工业和信息化部人形机器人与具身智能标准化技术委员会成立会议在京召开。标委会的成立是发挥标准引领作用， 加强高质量标准供给，推动人形机器人与具身智能技术熟化和应用落地的重要举措。 当前人形机器人与具身智能产业规模增速较快，标准滞后问题日益凸显，基础接口不统一推高协同成本、应用缺乏 ...