今日截至10:59，机器人ETF(562500)上涨2.19%，盘面上高开再高走，增长动能强劲，或进入景气上行 通道，安心持有让利润奔跑成为投资者的"倾心优选"。成分股方面，石头科技暴涨14.41%，大华股份大 涨9.88%，均普智能上涨7.37%，矩子科技、瀚川智能涨幅超5%。流动性方面，盘中成交金额达7.95亿 元，换手4.59%，量能磅礴释放成为上攻"加速剂"。规模方面，机器人ETF最新规模达170.78亿元，规模 再创新高，远超同类可比基金。 消息方面，国内领先体育用品品牌361°与知名机器人公司斯坦德正式达成战略合作。签约仪式于厦门 361°集团总部举行。此次战略合作标志着361°在深化"科技赋能产品创新升级"战略上迈出关键一步，揭 开了体育运动行业全链路智能升级的新篇章。 机器人ETF(562500)是全市场唯一规模超百亿的机器人主题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。场外联接(华夏中证机 器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345)。 中信建投证券表示，奥比中光发布2025 半年报 ...

Market Overview - The AI and robotics sectors experienced a strong rally, with the Huaxia Sci-Tech AI ETF (589010) closing up 1.20% and a 5-day increase of 6.14% [1] - Among the 30 component stocks, 28 saw gains, with Lanke Technology leading at 4.56% and Stone Technology rising 4.03% [1] - The Robotics ETF (562500) rose by 2.13%, with a significant increase in trading volume, totaling 1.695 billion yuan [1] - The latest scale of the Robotics ETF reached 17.078 billion yuan, setting a new record [1] Key Developments - The Zhiyuan Expedition A2 humanoid robot successfully completed a 24-hour live stream challenge in high temperatures, marking a global first for autonomous long-duration walking in such conditions [2] - The Shenzhou 20 crew utilized the "Wukong AI" model during a 6.5-hour extravehicular activity, enhancing operational support for astronauts [2] - The "Embodied Tiangong Ultra" robot won the championship in the 100-meter sprint at the first humanoid robot sports event, clocking in at 21.50 seconds [2] Institutional Insights - Guojin Securities anticipates a surge in applications for robots with simple movements but high flexibility in the third and fourth quarters of this year, with a gradual increase in efficiency expected through data and model optimization [3] - The logistics, apparel, and healthcare sectors are seeing increased participation from application enterprises, supported by favorable policies [3] Popular ETFs - The Robotics 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 Huaxia Sci-Tech AI ETF (589010) is positioned as the brain of robotics, capturing the "singularity moment" in the AI industry with a 20% fluctuation range and small-cap elasticity [4]

Group 1 - The 2025 World Humanoid Robot Games opened on August 14, highlighting the rapid development of China's humanoid robot industry, with significant advancements in research, manufacturing, and sales [1] - From the beginning of the year to date, there have been 96 investment and financing events related to humanoid robots in China, amounting to 26.549 billion yuan [1] - The humanoid robot sector has seen a stock market increase of over 20% in the past two months, with individual stocks like Changsheng Bearing rising approximately 670% since September last year [3] Group 2 - The only robot-themed ETF in the market, with a scale exceeding 10 billion yuan, has seen a nearly 13% increase since early June [5] - Government support and continuous R&D investments from companies have driven the rise in the humanoid robot sector, with various local policies providing industry and consumer subsidies [7] - Recent financing activities in the humanoid robot sector include a significant 1.1 billion yuan B-round financing by Galaxy General in June, marking the largest single financing in the field this year [9] Group 3 - The humanoid robot sector is gaining attention due to its integration of advanced technologies from artificial intelligence, mechanical engineering, and electronics, with expectations for rapid growth in demand across various applications [11] - The overall outlook for the humanoid robot industry remains positive, supported by the increasing market demand and continuous capital influx [9][11]

今日截至10:32，机器人ETF(562500)上涨1.29%，盘中持续走强，再度站上五日均线，随着8月机器 人板块"政策+事件"多重利好持续催化，有望开启趋势性上涨进程。持仓股方面，大族激光喜提10%涨 停板，景业智能暴涨7.32%，凯尔达上涨5.86%，奥普特、科沃斯等涨幅超4%。流动性方面，盘中成交 金额达4.03亿元，换手2.50%，市场交投火爆， 量能充分释放。 每日经济新闻 消息方面，8月机器人板块迎来政策 + 事件双轮驱动。汇聚220家国内外机器人企业、1500余件展 品的2025世界机器人大会，日前在北京开幕，50000平方米的展览现场爆满，给"机器人热"再添了一把 火。2025世界人形机器人运动会将于8月15-17日在国家体育场(鸟巢)和国家速滑馆(冰丝带)举办，智元 机器人首届合作伙伴大会将于8月21日开幕，机器人行业发展再迎东风。 天风证券认为，本次世界机器人大会的创纪录的参会阵容展现出了其科技含金量、与机器人行业与 日俱增的关注度，大会构建的线上线下融合的消费场景，更标志了厂家积极将机器人技术成果转化，并 走入公众日常生活的未来发展方向。 机器人ETF(562500)是全市场唯一规模超 ...

Group 1 - The core viewpoint of the news highlights the resilience of the robotics ETF (562500), which has shown a decline of 0.84% but managed to recover from a maximum intraday drop of 1.58%, indicating strong market interest and liquidity with a trading volume of 1.416 billion yuan [1] - DJI has launched its first generation of sweeping robot flagship product, the DJI ROMO series, which integrates drone-like environmental perception and intelligent path planning capabilities for home cleaning [1] - CITIC Securities emphasizes the importance of practical application scenarios and precision sensors for humanoid robots, noting that while current valuations reflect high shipment expectations, global shipment volumes are projected to be only 10,000 to 20,000 units by 2025 [1] Group 2 - The robotics ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 10 billion yuan, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robotics industry chain [2]

今日截至10:16，机器人ETF(562500)上涨0.90%。上证指数跌幅达0.7%，机器人ETF的相对低位在 大盘回调中提供安全垫，重获市场青睐，开启逆势补涨行情。持仓股方面，奥比中光暴涨9.07%，博杰 股份上涨6.81%，绿的谐波、东杰智能、天智航等涨幅超4%。流动性方面，机器人ETF盘中换手 3.08%，成交总额达4.90亿元，量能显著扩大，资金汹涌而至。 消息方面，日前，武汉投控集团与东湖高新区签订战略合作协议，共同发起设立总规模100亿元的 湖北人形机器人母基金。将采用"母基金+项目直投"方式，围绕机器人核心技术与零部件、软件与平台 等产业，深耕工业、服务、医疗、农业等细分应用领域，前瞻布局人形机器人"大脑"和"小脑"及"肢 体"等未来制造领域关键技术。 中信证券认为，当前机器人技术路线呈现多元化，核心零部件成为焦点。灵巧手方面，全驱动/欠 驱动、连杆/腱绳等方案百花齐放；电子皮肤方面，压阻式、电容式、视觉方案并行发展；微型四杠轻 量化趋势明显（如诺仕机器人）。 机器人ETF(562500)是全市场唯一规模超百亿的机器人主题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 ...

近日，全球首家机器人6S店在深圳龙岗坂田星河WORLD园区机器人剧场揭幕。现场吹响"机器人集结号"：人形机器人 跳起魔性舞蹈，炒菜机器人精准制作煎饼果子，工业机器人现场搬运重物……"机器人商店"开始硬核营业，以"销售+租 赁+定制"的创新模式，让"玩转机器人"从科幻走向现实。 微缩世界，包罗万象。机器人6S店首发亮相并不仅仅是概念层面的耳目一新，更是机器人未来生活的现实演绎。从场景 落地到技术验证，从商业创新到供应链集成，机器人应用场景的生态构建正跑出"加速度"，一起拉响机器人 ETF(562500)成长引擎，在未来的"机器人街区"翱翔吧！ 一、卷出新高度：机器人6S店的范式创新 机器人6S店在传统汽车4S店"销售、零配件、服务、信息反馈"的模式基础上，创新性地融入"租赁"与"个性化订制"两大 核心模块，形成"六位一体"的全生命周期服务体系。"主打一个你有的我有，你没有的我都有"！ "六位一体"的6S模式，绝非简单的功能叠加，而是通过数据互通、服务联动、场景融合，尝试解开"标准化整机+非标场 景"的产业死结，构建起机器人产业供需双侧的精准对接机制。 二、刷新坐标系：机器人6S店的实践价值 1)场景落地 舞台快 ...

Market Review - On July 22, the Huaxia Sci-Tech AI ETF (589010) closed down 0.96%, with major holdings like Youke De falling 7.22% and others like Hehe Information and Aobi Zhongguang dropping over 3% [1] - The Robot ETF (562500) also saw a decline of 0.56%, with a total trading volume of 826 million yuan, significantly lower than the previous day's 1.079 billion yuan, indicating a normal market correction [1] - The Robot ETF recorded a net inflow of 23.82 million yuan, accumulating a total of 749 million yuan over the last 10 trading days, suggesting stable market sentiment [1] Hot News - On July 23, Alibaba open-sourced its latest programming model Qwen3-Coder, achieving significant breakthroughs in coding and intelligence capabilities, rivaling top models like Claude4 [2] - Magic Atom, a company focused on embodied intelligence, launched the MagicDog-W, a wheeled quadruped robot with 17 degrees of freedom, capable of intelligent terrain adaptation [2] - OpenAI announced a partnership with Oracle to develop an additional 4.5 GW of data center capacity in the U.S., enhancing its AI infrastructure significantly [2] Institutional Views - Guolian Minsheng Securities highlighted that Agents have become a global consensus, with their capabilities expanding, driven by infrastructure improvements like MCP [3] - Major players like OpenAI, Anthropic, and Google maintain their lead in the general domain, while domestic companies are emerging with various Agent products [3] - The report suggests focusing on domestic large enterprises' Agent strategies and the progress in native AI applications in education, companionship, short dramas, and gaming [3] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with over 10 billion yuan in scale, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the brain of robotics, capturing the "singularity moment" in the AI industry with a 20% fluctuation range and small-cap elasticity [4]

Group 1 - The robotics sector is experiencing significant activity, with the Yushun Robotics Concept Index rising over 5% and the Robotics ETF (562500) increasing by 1.14% during early trading [1] - Major stocks in the sector include Zhongdali De, which surged by 8.55%, and Jiangsu Leili, Jingpin Special Equipment, and Mingzhi Electric, all of which saw gains exceeding 6% [1] - The liquidity in the Robotics ETF was notable, with a turnover rate of 3.51% and a total transaction volume of 550 million yuan within the first half hour of trading, indicating strong market interest [1] Group 2 - Human-shaped robot companies are entering a phase of business growth, highlighted by significant procurement orders, including a 120 million yuan order from China Mobile and a 90.51 million yuan project from Mi Yi (Shanghai) Automotive Technology [1] - The human-shaped robot sector is experiencing a recovery in sentiment, driven by previous market corrections and positive developments in the domestic and international robotics supply chain [1] - The completion of IPO counseling by Yushun Technology is expected to attract widespread attention and further stimulate capital expenditure across the industry [1]

截至10:22，机器人ETF(562500)上涨0.46%。继盘初小幅低开后，快速实现翻红。成分股方面，中 大力德、伟创电气"双星闪耀"，涨幅近6%、东杰智能、石头科技、天智航等跟涨。流动性方面，机器 人ETF盘中换手2.18%，成交总额突破3亿元，伴随资金流入，有望进一步释放流动性。资金流入方面， 近5个交易日获得净流入5.27亿元，远超同类基金3亿+，成为市场投资机器人赛道的不二之选。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息方面，近日，智元机器人获得了正大集团旗下正大机器人的战略投资。 据了解，正大机器人 将依托集团在生命科技、新零售、新消费及康养服务等领域的深厚积累，助力智元机器人在生命科技、 新零售、新消费、康养服务等垂直领域进行全场景业务的探索开发，推动人形机器人在"人货场"融合场 景中的深度应用。 每日经济新闻 （责任编辑：张晓波 ） 国泰海通证券认为，人形机器人是高端技术的集大 ...