2026年1月16日早盘，机器人执行器概念涨幅居前，截至10:35，中证机器人指数上涨0.96%，成分股天 准科技上涨7.28%，绿的谐波上涨7.10%，华中数控上涨6.08%，步科股份上涨4.62%，奥比中光上涨 3.90%。 1月15日，全球首个机器人租赁平台"擎天租"宣布，公司已于近期完成种子轮融资。本轮融资由高瓴创 投（GL Ventures）领投，复星创富、慕华科创、大丰基金及张江集团旗下具身智能公司共同参与投 资。本轮资金将主要用于全国市场拓展、平台技术与服务体系建设，以及与地方政府和产业生态的深度 协同等。 机器人ETF嘉实(159526)紧密跟踪中证机器人指数，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标的，聚焦机器人全产业链。 没有股票账户的场外投资者可以通过机器人ETF嘉实联接基金(024620)全面布局机器人产业发展机会。 MACD金叉信号形成，这些股涨势不错！ 中信建投证券指出，展望2026年，全球流动性宽松格局进一步深化，国内金融市场政策红利持续增厚， 个人投资者入市的动力正在增强，A股市场增量资金有望覆盖更大基础。整体来看 ...

Group 1 - The core viewpoint of the news highlights the growth and investment opportunities in the robotics industry, particularly in Shanghai's advanced manufacturing sector, with a focus on smart factories and increased robot density by 2028 [1] - The Shanghai government has issued a three-year action plan (2026-2028) aiming for full coverage of smart factories among large enterprises and a robot density of 600 units per 10,000 people, with a digitalization level of smart manufacturing equipment reaching over 70% [1] - The China Securities Robotics Index has shown a positive trend, with notable increases in constituent stocks such as Zhongkong Technology (up 13.69%) and Buke Co., Ltd. (up 8.85%) [1] Group 2 - The self-variable robotics company in Shenzhen has recently completed a 1 billion yuan A++ round of financing, attracting investments from major internet companies including Meituan, Alibaba, and ByteDance [1] - Open Source Securities predicts that 2026 will be the year of mass production for humanoid robots, identifying key investment opportunities in leading domestic companies, core supply chains, and standardized manufacturing [1] - The top ten weighted stocks in the China Securities Robotics Index account for 52.83% of the index, with major players including iFlytek, Huichuan Technology, and Top Group [1] Group 3 - The Jia Shi Robotics ETF (159526) closely tracks the China Securities Robotics Index, selecting companies involved in system solutions, digital workshops, automation equipment manufacturing, and other robotics-related sectors [2] - Investors without stock accounts can access the robotics industry development opportunities through the Jia Shi Robotics ETF linked fund (024620) [3]

Group 1 - The core viewpoint of the articles highlights the strong growth and potential of the humanoid robot market, with significant contributions from Chinese manufacturers [1][2] - According to Omdia's report, global humanoid robot shipments are expected to reach 13,000 units by 2025, with Chinese companies leading the market [1] - AGIBOT has achieved the highest global shipment volume of over 5,100 units, capturing a 39% market share, making it the leader in both shipment volume and market share [1] - The humanoid robot industry is accelerating, with multiple manufacturers launching mass production versions and some products already being utilized in factories [1] - The report predicts exponential growth in the humanoid robot sector, with shipments potentially reaching 2.6 million units by 2035 [1] - The top ten weighted stocks in the CSI Robot Index account for 52.83% of the index, indicating a concentrated investment opportunity in leading companies [1] Group 2 - The Jia Shi Robot ETF (159526) closely tracks the CSI Robot Index, focusing on companies involved in the entire robot industry chain, including system solution providers and automation equipment manufacturers [2] - Investors without stock accounts can access the robot industry development opportunities through the Jia Shi Robot ETF linked fund (024620) [2]

Group 1 - The core viewpoint of the articles highlights the strong growth and investment activity in the humanoid robot industry in China, driven by government initiatives and market recognition of the sector's potential [1][2]. Group 2 - As of January 8, 2026, the China Robot Index rose by 1.10%, with key stocks such as Jingpin Special Equipment, Paislin, and Huadong CNC hitting the 10% daily limit [1]. - The Ministry of Industry and Information Technology, along with eight other departments, issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," emphasizing the need to accelerate the development of intelligent medical equipment [1]. - The China-Korea Innovation and Entrepreneurship Forum held in Shanghai attracted nearly 300 representatives from the intelligent manufacturing, new materials, and artificial intelligence sectors, showcasing the ZhiYuan Expedition A2 humanoid robot [1]. Group 3 - Dongguan Securities reported that the humanoid robot industry in China is experiencing active investment and financing, with a projected market size of approximately 1.254 billion yuan in 2024, expected to grow to 25.404 billion yuan by 2030, reflecting a compound annual growth rate of 60.33% [2]. - The top ten weighted stocks in the China Robot Index as of December 31, 2025, include companies like iFlytek, Huichuan Technology, and Top Group, collectively accounting for 52.83% of the index [2]. - The Jia Shi Robot ETF (159526) closely tracks the China Robot Index, focusing on companies involved in system solutions, digital workshops, automation equipment manufacturing, and other related sectors [2]. Group 4 - Investors without stock accounts can access the Jia Shi Robot ETF linked fund (024620) to capitalize on opportunities in the robot industry [3].

Group 1 - The humanoid robot sector is experiencing a surge, with the China Securities Robot Index rising by 1.89% as of December 4, 2025, and key stocks like Gokong Technology up by 11.74% and Jiu Lun Intelligent hitting the daily limit [1] - Tesla's CEO Elon Musk shared a video of the Tesla Optimus team showcasing their humanoid robot running, indicating advancements in the field [1] - The release of the full-size, high-performance humanoid robot, Zhongqing T800, by Zhongqing Robotics marks a significant development in the industry [1] Group 2 - The top ten weighted stocks in the China Securities Robot Index account for 48.84%, including companies like Huichuan Technology and Keda Xunfei [2] - The Robot ETF by Harvest closely tracks the China Securities Robot Index, focusing on companies involved in system solutions, digital workshops, automation equipment manufacturing, and other related sectors [2] - Investors without stock accounts can access the robot industry development opportunities through the Harvest Robot ETF linked fund [3]