机器人ETF南方(159258)
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优必选再爆1.26亿大单,备受资金关注的机器人ETF南方(159258)涨2%,机构:第四季度全面看多人形机器人板块行情
Ge Long Hui A P P· 2025-10-20 01:58
②美国总统特朗普在最新的采访中继续释放缓和信号,暗示贸易会谈大门仍敞开着。此外,美媒报道 称,特朗普政府悄悄放松多项关税政策,或为在最高法院败诉做准备。 机器人ETF南方(159258)跟踪中证机器人指数,覆盖了机器人产业链的感知、运动控制等核心环节,全 面覆盖产业链高弹性环节,如科大讯飞、汇川技术、石头科技等企业均在其重仓股之列,充分受益于机 器人产业的发展。该ETF的联接基金为联接A(020607)、联接C(020608)。 格隆汇10月20日|机器人板块今日高开高走,均普智能、南网科技、亿嘉和分别涨7%、5.29%和4%, 带动机器人ETF南方(159258)涨2.01%,该ETF近期获资金强势申购,近20个交易日合计净流入额超3.43 亿元。 消息面上:①优必选中标"广西具身智能数据采集及测试中心设备采购及安装"项目,订单金额达1.26亿 元,是继9月份2.5亿全球单笔最大金额订单后,获得的又一个超亿元人形机器人大单。目前优必选 Walker系列人形机器人全年已获得超6.3亿元订单。 中信建投指出,第四季度全面看多人形机器人板块行情,是交易特斯拉第三代Optimus变化和量产预期 的重要窗口期,无惧审 ...
机器人ETF南方(159258)高开高走涨超3%,最新份额创新高,人形机器人产业链景气度高企
Xin Lang Cai Jing· 2025-09-08 02:27
机器人ETF南方紧密跟踪中证机器人指数,中证机器人指数选取系统方案商、数字化车间与生产线系统 集成商、自动化设备制造商、自动化零部件商以及其它机器人相关上市公司证券作为指数样本,以反映 上市公司中机器人相关证券的整体表现。指数前十大权重股分别为科大讯飞、汇川技术、石头科技、大 华股份、中控技术、大族激光、双环传动、机器人、科沃斯、巨轮智能。 相关产品:机器人ETF南方(159258),场外联接(A:020607;C:020608;I:020999)。 IDC最新预测显示,2029年全球机器人市场规模有望突破4000亿美元,其中中国市场将占据近半份额。 华创证券指出,2024年全球商用服务机器人出货量已突破10万台,配送机器人和清洁机器人占据主导地 位,中国厂商以84.7%的出货份额领跑全球。 国泰海通证券指出,宇树科技已明确将于2025年10月至12月期间向证券交易所提交上市申请文件,标志 着国产人形机器人企业在资本化道路上迈出关键一步。与此同时,强脑科技获得3000万美元Pre-B轮融 资,聚焦非侵入式脑机接口,并布局智能仿生手、仿生腿与灵巧手产品,推动具身智能商业化进程加 速。随着头部企业IPO推进与融资 ...
2025世界人形机器人运动会激情开赛,均普智能20%涨停,机器人ETF南方(159258)涨超1%,连续3日获资金净流入
Xin Lang Cai Jing· 2025-08-15 05:17
Group 1 - The core viewpoint of the news highlights the strong performance of the Southern Robot ETF (159258), which rose by 1.04% with a trading volume of 22.49 million yuan, reflecting a robust interest in the robotics sector [1] - The CSI Robot Index, which the ETF tracks, increased by 1.43%, with notable gains from component stocks such as GBS Intelligent (+20.00%), Dongjie Intelligent (+8.14%), and Green Harmony (+7.05%) [1] - The Southern Robot ETF has seen continuous net inflows over the past three days, with a peak single-day net inflow of 83.67 million yuan, totaling 164 million yuan [1] Group 2 - The 2025 World Humanoid Robot Games commenced on August 14, featuring 280 teams from 16 countries competing in 487 events, showcasing advancements in intelligent decision-making and collaborative movement in humanoid robots [1] - Yuzhu Technology gained attention during the event, with its robots performing impressively in the 1500-meter athletics final, achieving a time of 7 minutes and 5.28 seconds, demonstrating their technical prowess in motion control and stability [2] - According to Guotai Junan Securities, the ongoing evolution of AI models and hardware technology is expected to accelerate the deployment of humanoid robots across various sectors, providing significant growth opportunities for upstream and downstream companies in the industry [2] Group 3 - The Southern Robot ETF closely tracks the CSI Robot Index, which includes system solution providers, digital workshop and production line integrators, automation equipment manufacturers, and other robot-related listed companies [2] - The top ten weighted stocks in the index include Keda Xunfei, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhu Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent [2]
机器人ETF南方(159258)上涨1.74%,大族激光涨停,机器人场景应用扩大,机构看好人形机器人产业快速发展
Xin Lang Cai Jing· 2025-08-11 03:26
Group 1 - The Southern Robot ETF (159258) has seen a 1.74% increase as of August 11, 2025, with a trading volume of 20.33 million yuan and a turnover rate of 9.06% [1] - The index it tracks, the CSI Robot Index, rose by 1.59%, with notable increases in component stocks such as Jingye Intelligent (up 11.20%), Dazhong Laser (up 10.00%), and Kaierda (up 5.64%) [1] - Over the past week, the Southern Robot ETF has accumulated a 4.44% increase as of August 8, 2025 [2] Group 2 - The 2025 World Robot Conference is being held in Beijing from August 8 to August 12, attracting over 200 domestic and international companies and showcasing more than 1,500 robot products, including over 100 global debuts [2] - The conference focuses on the global development trends of the robot industry and the globalization paths of embodied intelligent enterprises, marking a critical transition from laboratory experiments to commercial applications in the robot industry [2] - According to Pacific Securities, the robot industry has experienced significant growth this year, with manufacturers achieving an average growth of 50% to 100% due to strong demand and supportive policies [2] Group 3 - The CSI Robot Index includes system solution providers, digital workshop and production line integrators, automation equipment manufacturers, automation component manufacturers, and other robot-related listed companies [3] - The top ten weighted stocks in the index are iFlytek, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhong Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent [3]