6月16日，A股市场低开高走，机器人板块上涨翻红。机器人指数成分股中，景业智能、信邦智能 涨超2%，华东数控、博众精工、江苏北人、博杰股份、天智航-U涨超1%。机器人ETF基金（562360） 今日溢价交易频现。 消息面上，近日，在上海举办的2025国际人形机器人技能大赛上，涉及工业、家庭、商用等28个场 景的比赛科目，吸引了60余支队伍报名参赛。机器人不断具备进入各类场景的能力。与上海一样，北京 一直在加快布局具身智能、推动具身智能技术研发与产业深度融合。今年8月，全球首个为人形机器人 组织的综合性竞技赛事——世界人形机器人运动会，将在北京举办。 每日经济新闻 （责任编辑：董萍萍 ） 【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 机器人ETF基金（562360）跟踪的中证机器人指数与万得人形机器人指数的成分股重合度为63%， 除了人形机器人以外还覆盖一些数字化车间和生产线系统集成商，整体把握人形机器人 ...

Group 1 - The first Smart Health and Elderly Care Robot Invitational Competition will be held in Beijing Economic-Technological Development Area, marking the beginning of a series of events aimed at promoting the application of humanoid robots in the silver economy sector [1] - The A-share market opened slightly higher on June 9, with artificial intelligence stocks experiencing a brief surge before retreating. Notable gains were seen in robot index constituents, with companies like Bozhong Precision and Hanchuan Intelligent rising over 4% [1] - The Robot ETF (562360) is frequently trading at a premium, tracking the China Securities Robot Index, which has a 63% overlap with the Wind Humanoid Robot Index, indicating a focus on the trends of humanoid robots entering mass production and the iteration of industrial robots [1] Group 2 - The robotics sector is highlighted as having significant investment value due to the accelerating aging population in China, which is creating increasing pressure on traditional elderly care methods [2] - Intelligent elderly care robots are identified as key tools to address challenges such as weakened family functions, a shortage of caregivers, and insufficient elderly care resources, with various types of robots catering to different needs [2] - Health management robots can monitor elderly individuals' physiological indicators in real-time and provide alerts for abnormal conditions, while rehabilitation training robots assist in physical recovery and cognitive intervention [2]

Group 1 - The core viewpoint of the articles highlights the significant growth potential in the robotics industry, particularly with the upcoming International Robotics Skills Competition and projections for the industry by 2025 [1][2] Group 2 - The CSI Robotics Index (H30590.CSI) opened with a 0.4% increase, with notable gains from companies like Xunbang Intelligent (up nearly 6%) and Tianzhun Technology (up over 4%) [1] - The Robotics ETF (562360) tracks the CSI Robotics Index and had a circulating scale of 422 million yuan as of May 28, with a total of 464 million shares [1] - The International Robotics Skills Competition features five main competition tracks and 28 event subjects, with over 60 participating teams [1] Group 3 - According to Western Securities, 2025 is projected to be a pivotal year for the robotics industry, with the global humanoid robot market expected to reach $5.3 billion, a year-on-year growth of 57.41% [2] - The Chinese market for humanoid robots is anticipated to reach 85 billion yuan, with a compound annual growth rate of 32.41% [2] - The growth is driven by the integration of AI models with robotics hardware, enhancing applications in various sectors such as industrial, logistics, and healthcare [2] Group 4 - Wanlian Securities notes that policies supporting the humanoid robotics industry will continue to evolve in 2025, aiming to enhance supply chain autonomy and global competitiveness [2] - The report emphasizes that cost remains a significant barrier to the widespread adoption of humanoid robots, suggesting a focus on high-quality domestic component manufacturers that will benefit from large-scale applications [2]

Group 1 - The core viewpoint is that the robotics industry is experiencing a significant trend towards commercialization, particularly in humanoid robots, which are expected to see long-term development opportunities as they transition from technology validation to mass production [3][4]. - The CSI Robotics Index has shown a decline of over 1%, with notable declines in stocks such as Huachen Equipment and Koli'er, while some stocks like Topstar and Optoelectronics have performed positively [1]. - The Robotics ETF (562360) has seen a decrease of 1.25% with a slight premium trading observed at the beginning of the session [2]. Group 2 - Institutional investors have been actively researching 52 companies in the humanoid robotics supply chain, indicating a strong interest in the sector and its potential for growth [3]. - There is a notable increase in traditional manufacturing companies, such as those in the automotive and home appliance sectors, investing in robotics, highlighting a broader industry trend [3]. - Cross-industry giants are entering the humanoid robotics space, leveraging existing technological capabilities and market advantages, which presents investment opportunities within the related supply chains [4].

Group 1 - Tesla released a video showcasing its humanoid robot Optimus, highlighting advancements in "Sim-to-Real" training code and reinforcement learning for training [1] - Tesla aims to deploy thousands of Optimus robots by the end of the year, with a long-term goal of producing 1 million units within five years [1] - The production of Optimus robots at Tesla's Fremont factory is expected to boost profit expectations for domestic listed companies in the robotics industry [1] Group 2 - The robotics sector is experiencing a rebound in the A-share market, with significant gains in stocks such as HaiMuxing and HuaDong CNC [1] - The Robot ETF fund (562360) has seen a high trading volume, averaging 24.91 million yuan over the past 20 trading days, indicating strong market interest [1] - The Robot ETF fund tracks the CSI Robot Index, which overlaps 63% with the Wind Humanoid Robot Index, covering not only humanoid robots but also digital workshops and production line system integrators [1] Group 3 - The rapid evolution of technologies like artificial intelligence and embodied intelligence is expanding the application of robots beyond traditional industrial settings [2] - The domestic production process of robots is accelerating, with key technological breakthroughs in core components being essential for achieving autonomy in downstream industries [2] - The robot industry is poised for long-term growth opportunities driven by policy support and market demand, with high valuation elasticity due to ongoing technological advancements and application expansions [2]

消息面上，5月8日，2025世界人形机器人运动会新闻发布会表示，2025世界人形机器人运动会将于今年 8月15日至17日在国家体育场(鸟巢)和国家速滑馆(冰丝带)举办。本届人形机器人运动会比赛项目总体设 计为主体赛事+外围赛事。场景赛聚焦人形机器人实际应用场景，设置了工业场景、医院场景和酒店场 景，共6个项目。其中工业场景包括工厂物料搬运与整理，医院场景包括药品分拣与分装，酒店场景包 括迎宾与清洁服务。通过这些应用场景，展示机器人的实用技能和智能化水平。 5月8日，A股市场低开高走，人工智能题材股出现分化，AI算力板块回调，机器人板块走强。机器人指 数成份股中，盈峰环境、均普智能、海目星涨超6%，燕麦科技、国茂股份、禾川科技、亚威股份、弘 讯科技涨超3%。机器人ETF基金（562360）过去20个交易日日均成交额2717万元。 机器人ETF基金（562360）跟踪的中证机器人指数与万得人形机器人指数的成份股重合度为63%，除了 人形机器人以外还覆盖一些数字化车间和生产线系统集成商，整体把握人形机器人进入量产、工业机器 人迭代升级的趋势。 华创证券指出，随着技术的不断进步，尤其是AI技术的发展，人形机器人正在逐 ...

5月8日，A股三大指数低开高走，现全部飘红。截至发稿，中证机器人指数涨0.77%，成分股中，盈峰 环境涨超5%，禾川科技、海目星、瑞松科技、三丰智能等跟涨。 相关ETF方面，机器人ETF基金（562360）截至发稿涨超1%，盘初频现溢价交易。 机器人ETF基金（562360）跟踪中证机器人指数，该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他相关公司股票作为样本股，以反映机器人产业相关 股票的走势。 东兴证券表示，市场在经历节前缩量盘升行情后，在目前节点推出重大政策，激发市场成交热情，有利 于五月市场行情重回活跃状态。随着市场指数重回关税战之前的位置，指数重新回到前期震荡区间的平 均水平，市场在业绩披露期之后，更加关注外部因素的变化。基本面和政策面基本明朗，短期外部因素 有所缓解，影响市场的三因素均有明显边际改善，市场不确定性因素下降，风险偏好有望重回升势。从 政策走向和行业景气度来看，大科技板块主线地位明确，以人工智能和机器人为核心的科技板块有望持 续向好，而消费随着相关政策持续发力，有望成为市场另一大主线。 （本文机构观点来自持牌证券机构，不构成任何投资建议， ...

截至2025年5月6日 13:31，中证机器人指数(H30590)强势上涨2.34%，成分股信捷电气(603416)上涨 10.00%，海目星(688559)上涨7.61%，弘讯科技(603015)上涨7.13%，新时达(002527)，天准科技(688003) 等个股跟涨。机器人ETF基金(562360)上涨2.36%， 冲击3连涨。最新价报0.95元。拉长时间看，截至 2025年4月30日，机器人ETF基金近2周累计上涨4.61%。流动性方面，机器人ETF基金盘中换手3.62%， 成交1589.48万元。拉长时间看，截至4月30日，机器人ETF基金近1月日均成交2704.03万元。规模方 面，机器人ETF基金最新规模达4.33亿元，创近1月新高。 民生证券表示：机器人产业化进程加速，看好T链机器人+强智能化主机厂。近期机器人运动会，国产 人形机器人表现亮眼，国产人形机器人技术端不断突破，市场开始重新认识到软硬件全闭环能力的稀缺 性，全年维度看好T链产业化进程+强智能化能力的汽车主机厂在机器人领域布局：1）T链：市场对于 关税问题的担忧迎来缓和，T链标的有望迎来超跌反弹。2）强智能化能力的汽车主机厂：相关专 ...

4月29日，A股市场低开高走，人工智能题材中，AI算力板块涨势暂歇，机器人应用方向领涨市场。机 器人指数成份股中，信邦智能、禾川科技涨超7%，新时达、丰立智能、矩子科技、海得控制、亿嘉 和、汇川技术涨超4%。机器人ETF基金（562360）连续2个交易日获得资金净流入，市场热度较高。 消息面上，4月以来人形机器人企业融资事件频发。根据前瞻产业研究院发布的《2024年中国养老机器 人行业全景图谱》，2024年，中国养老机器人的市场规模约79亿元，未来五年将会以15%左右的复合增 长率快速增长，预计到2029年将会达到159亿元。前不久，国际电工委员会（IEC）正式发布由我国牵 头制定的养老机器人国际标准，标志着养老机器人行业从探索期迈入规范化发展阶段。 机器人ETF基金（562360）跟踪的中证机器人指数与万得人形机器人指数的成份股重合度为63%，除了 人形机器人以外还覆盖一些数字化车间和生产线系统集成商，整体把握人形机器人进入量产、工业机器 人迭代升级的趋势。 浙商证券指出，人形机器人产业正处于大规模量产的前夕，这为相关产业链带来了巨大的投资机遇。特 别是在核心零部件领域，如丝杠、谐波减速器、电机等，这些部件 ...

相关产品：机器人ETF基金（562360）。 截至2025年4月2日 10:12，中证机器人指数强势上涨1.16%，成分股秦川机床上涨9.99%，江苏北人 上涨8.91%，科德数控上涨5.31%，丰立智能、振邦智能等个股跟涨。机器人ETF基金(562360)上涨 1.24%，最新价报0.98元，盘中成交额已达861.64万元，换手率1.98%。 消息面上，广东省新闻办于4月1日上午10时举行《广东省推动人工智能与机器人产业创新发展若干 政策措施》新闻发布会，广东省科学技术厅副厅长杨军表示，下一步，拟重点围绕人形机器人、工业机 器人、服务及特种机器人等方面，组织实施"智能机器人"重大专项，重点加快灵巧手、空心杯电机、电 子皮肤、一体化关节、运动控制、端到端机器人用大模型等核心技术攻关，全力打造全球人工智能与机 器人产业高地。 国都证券表示，中央经济工作会议强调提振消费、提高投资效益、扩大内需，以科技创新引领新质 生产力发展，建立现代化产业体系。在此背景下，顺周期和科技成长板块值得关注。特别是机床刀具、 人形机器人和科学仪器等领域，因其在现代化产业体系中的关键作用，有望受益于政策支持和市场需求 增长，展现出较强的 ...