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“人工智能+”新政落地!机器人ETF(159213)放量涨超3%,连续13日“吸金”超1.4亿元!AI应用下一站,人形机器人万亿空间可期?
Sou Hu Cai Jing· 2025-08-27 03:30
8月27日,沪指小幅震荡,AI浪潮带动机器人板块大涨。截至10:25,机器人ETF(159213)放量涨超3%,资金持续跑步进场,机器人ETF(159213)盘中再 获1700万元净申购,已连续13日累计净流入超1.4亿元(统计区间为20250808-20250825)! 机器人ETF基金(159213)标的指数多数冲高,云天励飞涨超13%,科大讯飞涨超6%,汇川技术、石头科技等涨超5%,大华股份涨超2%,机器人、双环传 动等涨幅居前。 | 序号 | 代码 | 名称 | 申万―级行业 | 涨跌幅 | 成交额 | 估算収車 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300124 | 汇川技术 | 机械设备 | 5.80% | 30.75 7 | 9.68% | | 2 | 002230 | 科大讯飞 | 计算机 | 6.19% | 51.29 Z | 9.06% | | 3 | 688169 | 石头科技 | 家用电器 | 5.33% | 6.66 Z | 5.67% | | 4 | 002236 | 大华股份 | 计算机 | 2.01% | 1 ...
全球首个人形机器人万台订单落地!机器人ETF基金(159213)涨近2%,连续11日获大举申购!人形机器人开启日更模式,临近“CHATGPT时刻”?
Sou Hu Cai Jing· 2025-08-22 03:37
8月22日,A股震荡上行逼近3800点整数关口,硬科技板块领衔大涨!截至10:53,机器人ETF基金(159213)震荡涨1.68%,资金再度进场"扫 货",机器人ETF基金(159213)盘中再获450万份净申购。此前,机器人ETF基金(159213)已连续10日强势吸金超1亿元! 机器人ETF基金(159213)标的指数成分股多数冲高,大族激光、机器人等涨超2%,汇川技术、科大讯飞、大华股份等涨超1%,石头科技、 科沃斯等略有回调。 【机器人ETF基金(159213)标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 成交额 | 估算权重▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300124 | 汇川技术 | 机械设备 | 1.16% | 14.23亿 | 9.60% | | 2 | 002230 | 科大讯飞 | 计算机 | 1.06% | 21.16亿 | 9.17% | | 3 | 688169 | 石头科技 | 家用电器 | -0.99% | 7.11亿 | 5.83% | | 4 | 00223 ...
突破百万台!亚马逊机器人数量接近人类员工数,机器人ETF基金(159213)跌超1%,机器人板块持续回调,什么情况?后市关注这一重点!
Sou Hu Cai Jing· 2025-07-04 03:14
Core Viewpoint - The A-share market is experiencing fluctuations, with cyclical sectors like steel, coal, and banking rising, while the robotics sector is declining, as evidenced by the performance of the robotics ETF fund [1]. Group 1: Market Performance - As of 10:10 AM on July 4, the robotics ETF fund (159213) is down over 1% [1]. - The majority of the index components of the robotics ETF fund are experiencing a pullback, with notable declines in companies like 汇川技术 (down 1.37%) and 大族激光 (down 1.22%) [4]. Group 2: Industry Developments - Amazon has deployed over 1 million robots in its facilities, nearing the number of human employees, with approximately 75% of its global delivery operations utilizing some form of robotic assistance [2]. - Major companies are increasing investments in the unmanned logistics sector, with collaborations such as KION Group partnering with NVIDIA and Accenture to enhance warehouse management through robotics [3]. - The robotics sector is seeing a significant focus on the practical application of robots in logistics, with companies like 智元机器人 entering strategic partnerships to develop humanoid robots for data-driven operational scenarios [3]. Group 3: Future Outlook - The year 2025 is anticipated to be a breakthrough year for humanoid robots, with expected mass production leading to significant growth in the downstream supply chain [6]. - The humanoid robot industry is projected to transition from formation to expansion, with an estimated demand of approximately 2.03 million units in the U.S. and China by 2030, representing a market space of about 318.5 billion RMB [6]. - The industry is expected to benefit from advancements in AGI technology, improved supply chain dynamics, and increasing downstream application demands, positioning humanoid robots as a key growth area in high-end manufacturing [6].
脑机接口+外骨骼机器人,马斯克再出重磅消息!机器人ETF基金(159213)涨1.39%,有望终结两连阴!
Xin Lang Cai Jing· 2025-06-30 05:56
Group 1 - The core viewpoint of the news is that the A-share market is experiencing a recovery, with the Robot ETF Fund (159213) showing a rise of 1.39%, indicating a potential end to its two-day decline [1] - The majority of the index component stocks of the Robot ETF Fund have seen significant gains, with notable increases in defense and military stocks, such as Jingpin Special Equipment rising over 15%, and other companies like Ecovacs and Unisplendour also showing strong performance [3][4] Group 2 - The external market for wearable exoskeleton robots is projected to grow from $2.49 billion in 2025 to $30.56 billion by 2032, with a compound annual growth rate (CAGR) of 43.1% [7] - The Chinese exoskeleton robot market has seen substantial growth, increasing from 0.03 million yuan in 2016 to 440 million yuan in 2021, with a CAGR of 171.19%, and is expected to reach 4.2 billion yuan by 2025 [7] - The application of exoskeleton robots spans military, medical, and civilian sectors, enhancing capabilities in various fields such as rehabilitation for the disabled and elderly, as well as improving soldiers' operational efficiency [6][7] Group 3 - Human-shaped robots are anticipated to have a market potential exceeding one trillion yuan, with applications in diverse tasks such as logistics, maintenance, and elder care [9][12] - The demand for human-shaped robots is expected to reach over 100 million units in the long term, corresponding to a market space exceeding 15 trillion yuan by 2025 [12][13] - The integration of brain-machine interface technology with exoskeleton robots is seen as a significant advancement, enabling precise control and enhancing rehabilitation processes for patients [6][9]
首次达到类人水平!灵巧手技术重大突破,机器人ETF基金(159213)获300万份净申购,资金逢跌布局!人形机器人爆发前夕:万亿空间哪里来?
Sou Hu Cai Jing· 2025-06-17 10:19
Core Viewpoint - The robotics sector is experiencing significant attention due to recent policy initiatives and technological advancements, particularly in the field of intelligent elderly care robots, which are expected to drive demand and market growth in the near and long term [6][7][8]. Group 1: Market Performance - On June 17, the A-share market showed mixed performance, with the Shanghai Composite Index slightly declining and a trading volume of 1.24 trillion yuan. The Robotics ETF (159213) fell by 0.7%, but still saw a net subscription of 3 million units throughout the day [1]. - The majority of the index component stocks for the Robotics ETF experienced a pullback, with notable gains from Guomao Co. and Yuntian Lihui, which rose over 2%, while others like Huichuan Technology and Keda Xunfei saw minor declines [3][4]. Group 2: Industry Developments - Recent breakthroughs in robotic technology, such as the human-like dexterous hand grasping technology by Chinese scientists, have garnered attention. Additionally, the government has initiated pilot programs for intelligent elderly care service robots, which is expected to stimulate market demand [6][7]. - China's industrial robot exports have exceeded market expectations, with a reported growth of 55.4% in the first five months of the year, contributing to a broader increase in the equipment manufacturing sector [6]. Group 3: Long-term Market Potential - The long-term market potential for humanoid robots is projected to exceed 1 trillion yuan, with applications across various sectors including service, healthcare, and manufacturing. The unique characteristics of humanoid robots make them suitable for diverse tasks, enhancing their market viability [8][9]. - The intelligent elderly care robot market is expanding rapidly due to an aging population and a shortage of caregivers, presenting both challenges and opportunities for the industry [6][7]. Group 4: Investment Opportunities - The Robotics ETF (159213) is positioned as a key investment tool for those looking to capitalize on the robotics industry's growth, tracking the Zhongzheng Robotics Index, which aligns closely with the industry supply chain [14].
养老机器人试点来了!机器人ETF基金(159213)溢价走阔,资金逢跌积极布局!人形机器人主题走到哪了?两维度分析!
Xin Lang Cai Jing· 2025-06-10 06:53
Core Viewpoint - The robot sector in the A-share market is experiencing a significant downturn, with the Robot ETF (159213) showing a decline of 1.76% as of June 10, reflecting strong buying power despite the drop [1][3]. Group 1: Market Performance - The Robot ETF (159213) has seen a continuous pullback, with nearly all component stocks experiencing declines, including Zhongkong Technology and Shuanghuan Transmission, which fell over 2% [3]. - The domestic market for elderly care robots has surpassed 30 billion yuan in 2024 and is expected to reach 50 billion yuan in 2025, with a compound annual growth rate exceeding 30% [3]. Group 2: Policy and Industry Trends - A recent notice from relevant authorities outlines a plan for pilot applications of intelligent elderly care service robots, requiring validation in 200 households and over 20 communities or institutions [3]. - The human-shaped robot sector is transitioning from a thematic investment phase to a more mature investment landscape, with a focus on actual application effectiveness and technological advancements [8]. Group 3: Valuation and Investment Insights - The valuation metrics for the Robot ETF (159213) indicate a price-to-earnings ratio of 42.0 and a price-to-book ratio of 3.99, slightly above the historical median but still considered safe for growth [6]. - The market is shifting towards companies that can demonstrate actual orders and production capabilities, emphasizing the importance of technological innovation and cost reduction in the supply chain [8][10]. Group 4: Future Outlook - The human-shaped robot industry is anticipated to reach a production milestone in 2025, with a potential market size exceeding 15 trillion yuan, driven by advancements in technology and supply chain efficiencies [10]. - The industry is witnessing a surge in interest from global tech giants and startups, indicating a pivotal moment for the commercialization of human-shaped robots [10].
智元人形机器人拥有中美欧认证,机器人ETF基金(159213)跌逾2%溢价走阔,再度逆市吸金!从"表演型"迈向"实用型",人形机器人还要多久?
Sou Hu Cai Jing· 2025-05-30 09:11
Core Viewpoint - The robot industry is experiencing a mix of challenges and opportunities, with significant developments in technology and policy support driving the commercialization of humanoid robots, while also facing hurdles in cost reduction and capability enhancement [4][5][8]. Group 1: Market Performance - The A-share market saw a pullback after a previous rebound, with the Robot ETF Fund (159213) closing down over 2%, despite a net inflow of 3 million shares throughout the day [1]. - The majority of the index component stocks for the Robot ETF Fund experienced declines, with only a few stocks like Nanwang Technology and Ruishun Technology showing gains [3]. Group 2: Industry Developments - The 2025 Zhangjiang Embodied Intelligence Developer Conference and International Humanoid Robot Skills Competition highlighted the transition of humanoid robots from experimental to practical applications in various settings [4]. - Shanghai Zhiyuan Robotics announced that its humanoid robot, the Expedition A2, received multiple certifications, making it the first humanoid robot to achieve certifications in China, the EU, and the US [4]. - The first global standard for "Humanoid Robot Intelligence Classification" was released, indicating a shift towards policy support for the humanoid robot industry [4]. Group 3: Commercialization Challenges - The commercialization of humanoid robots is estimated to take at least 10 years, with challenges including the need for improved generalization capabilities and cost reduction [5]. - The current progress in humanoid robot hardware is outpacing software development, particularly in the area of generalization capabilities, which is a critical barrier to commercialization [5]. Group 4: Opportunities in the Industry - Continuous policy support at the national level is expected to drive the development of humanoid robots, with significant funding being allocated to the sector [8]. - Major tech companies and industry leaders are entering the humanoid robot space, expanding applications in both industrial and domestic settings [9]. - The domestic robot industry has seen an increase in localization rates, with the localization rate rising from 17.5% in 2015 to 35.7% in 2022, indicating a growing capacity for cost reduction [7]. Group 5: Investment Insights - The Robot ETF Fund (159213) provides investors with a tool to gain exposure to the entire robot industry chain, including upstream hardware, midstream software, and downstream applications [10].
又有比赛!人形机器人技能大赛来了,机器人ETF基金(159213)6连阴后首度反弹,资金逢跌布局!商业化时间表来了?机构分析!
Sou Hu Cai Jing· 2025-05-29 03:55
Core Viewpoint - The robot ETF fund (159213) is experiencing a rebound after a six-day decline, with significant capital inflow indicating a clear trend of investment during price dips [1][3]. Group 1: Market Performance - The robot ETF fund (159213) has seen a net inflow of 9.24 million yuan over the past five days, with four days of positive net inflow [1]. - Several component stocks of the ETF have surged, with Xinbang Intelligent rising over 10%, and other stocks like Hongying Intelligent and Dongjie Intelligent also showing gains of over 4% and 3% respectively [3]. Group 2: Industry Developments - The 2025 Zhangjiang Embodied Intelligence Developer Conference and International Humanoid Robot Skills Competition commenced on May 29 in Shanghai, aiming to promote the development of humanoid robots [3]. - The competition includes five major tracks focusing on various application scenarios, which will generate substantial real-world data to enhance algorithm iterations and accelerate humanoid robot development [3]. Group 3: Investment Outlook - The robot industry has entered a recovery phase after three years of adjustment, with production data showing positive growth and an accelerating trend [4]. - The humanoid robot sector is transitioning from thematic investment to growth investment, with 2025 expected to be a pivotal year for mass production [5]. - Three driving forces are identified: technological upgrades, cost breakthroughs in application scenarios, and supportive government policies [5][6]. - The long-term market potential for humanoid robots is projected to exceed 1 billion units, corresponding to a market space of over 15 trillion yuan [6].
量产中试线启动搭建!均普智能暴涨超9%,机器人ETF基金(159213)反弹涨近1%,我国机器人占得先机?三大优势值得关注!
Xin Lang Cai Jing· 2025-05-08 05:30
5月8日,A股震荡上行,机器人板块反弹。机器人ETF基金(159213)当前微涨0.76%,盘中一度涨超1%。 机器人ETF基金(159213)个股多数冲高,均普智能、盈峰环境涨超9%,海目星涨超4%,燕麦科技、亚威股份、鸿迅科技等涨超3%,巨轮智能、江苏雷利 等回调。 消息面上,均普智能宣布,其首条机器人本体量产中试线正式启动搭建。按照规划,该产线初期年产能约 1000 台,将助力国产人形机器人实现规模化生 产。 此前,摩根士丹利在发布的《人形机器人100:绘制人形机器人价值链图谱》报告显示,上市公司百强中亚洲占73%,而中国占56%。 正如摩根士丹利指出,我国在人形机器人领域取得巨大进展,相关企业正受益于成熟的供应链、当地应用的机会以及政策的大力支持。这三重优势也助力我 国走在机器人技术革命的世界前沿。 【优势一:政策大力支持,行业有望迎来发展黄金期】 国家层面持续推出人形机器人支持政策,为产业发展注入动力。2025年,机器人首次写进重要工作报告,报告指出"培育生物制造、量子科技、具身智能、 6G等未来产业;大力发展智能网联新能源汽车、人工智能手机和电脑、智能机器人等新一代智能终端以及智能制造装备。" 地 ...