中信建投证券指出，英伟达等巨头积极推进人形机器人布局，智元与合作携手推动产业从"技术探索"迈 向"规模商用"，产业端持续呈现积极的变化。当下中信建投认为，大模型方向的关注度预计会持续提 升，无论是模型架构设计，还是说模型方案对应的数据采集等或均将孕育机会；场景落地将不断推进， 预计人形机器人会逐步在特定场景下实现商业化闭环，并在实际应用不断迭代升级并实现能力的迁移扩 散，从而进一步拓展应用场景；供应链环节持续孕育商机，无论是新品推出、还是新的客户供应链切 入，都值得关注。后续Optimus三代机的方案更新与发布、国产机器人招投标等潜在催化仍值得关注。 中信建投继续看好板块整体行情，推荐产业趋势更优、放量更快的传感器、灵巧手、垂类应用端、国产 供应链条等环节。 关联产品： 机器人ETF易方达(159530)：追踪国证机器人产业指数，选取业务范畴属于机器人产业的上市公司为样 本，以反应机器人产业的市场表现。 联接A：020972 截至2025年8月25日 14:04，国证机器人产业指数(980022)上涨0.86%，机器人ETF易方达(159530)上涨 0.78%，盘中换手6.09%，成交3.68亿元。 拉长时 ...

（原标题：重磅大会在即！行情提前爆发） 要说近期热门的科技板块，必然要提到机器人。 重量级的展会一场接一场，前不久上海刚刚结束2025年世界人工智能大会(WAIC)，2天后北京又将召开2025世界机器人大会。 产业界也有不少突破性进展，8月5日，宇树科技发布新一代四足机器狗，成功引爆机器人赛道。 机器人ETF易方达(159530)今日飙涨4.34%，本周涨幅9.33%，位居ETF全市场涨幅前列。 从6月底至今，机器人板块已经持续上涨了一个多月，势头却没有消退的迹象。 01 多重利好 在经历上半年的调整之后，机器人板块迎来密集催化。 催化因素中，必提的是相关展会，比如WAIC，以及即将在北京召开的世界机器人大会，从资金面的动向、股价的上涨等多个指标相互印证，都 明显看到资本涌入机器人板块。 而此次北京世界机器人大会，预期亮点也非常重磅，包括特斯拉Optimus最新版本全球首秀、工信部将发布《人形机器人标准体系》、以及HW公 布"机器人+鸿蒙"生态计划，等等。 同时，商业化层面、资本层面、政策层面，都释放出了更多的利好进展。 在商业化层面，近期中国移动、国家电网等央企巨头正在批量采购机器人。 据内部人士透露，中移 ...

拉长时间看，截至8月5日，机器人ETF易方达(159530)最新规模达36.80亿元，最新份额达26.20亿份，创 成立以来新高。 资金流入方面，机器人ETF易方达(159530)最新资金净流入1.94亿元，近5个交易日内有3日资金净流 入，合计"吸金"2.83亿元。 截至2025年8月6日 13:19，国证机器人产业指数(980022)强势上涨4.15%，机器人ETF易方达(159530)上 涨4.27%，冲击3连涨，盘中换手8.7%，成交3.27亿元。 机器人ETF易方达(159530)：追踪国证机器人产业指数，选取业务范畴属于机器人产业的上市公司为样 本，以反应机器人产业的市场表现。 联接A：020972 联接C：020973 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 消息面上，上海市人民政府办公厅印发《上海市具身智能产业发展实施方案》。其中提到，招引和培育 一批优质企业、产业生态主导型企业，对销售或租赁具身智能机器人的企业，根据合同额按规定给予最 高5%且不超过500万元的奖励。深化与央企国企战略合作，推动一批区域总部、功能总部落户，支持行 业优质企业、科技和互联网大型企 ...

Core Insights - The E Fund Robotics ETF (159530) experienced a nearly 3% intraday increase on July 14, 2025, with a turnover of 6.62% and a transaction volume of 117 million yuan [1] - As of July 11, 2025, the latest scale of the E Fund Robotics ETF reached 1.73 billion yuan, with a total share count of 1.367 billion, both marking new highs since its inception [1] - The ETF has seen a continuous net inflow of funds totaling approximately 57.7 million yuan over the past three days [1] Industry Developments - Recently, Zhiyuan Robotics and Yushu Technology won contracts for humanoid biped robot manufacturing services from China Mobile for the period of 2025 to 2027, with a total contract value of 124 million yuan [1] - The project is divided into two packages: Zhiyuan Robotics secured a contract for full-size humanoid robots worth 78 million yuan, while Yushu Technology won a contract for small-size humanoid robots, computing backpacks, and dexterous hands worth 46.05 million yuan [1] - According to Zhonghang Securities, the humanoid robot industry is on a clear upward trend, with a projected cumulative global demand of approximately 2 million units by 2030, currently entering a critical breakthrough phase [1] Company Innovations - Tesla's CEO Elon Musk announced the launch of its latest AI model, Grok4, marking a significant advancement for Tesla in the artificial intelligence sector [1] - Figure's founder stated that the production of humanoid robots will be increased by approximately three times during the July to September period [1] - There is a positive outlook for Tier 1 and core component suppliers within the humanoid robotics sector [1]

Group 1 - The Hong Kong innovative drug ETF (513120) increased by 1.03% [1] - The Hang Seng Consumer ETF (159699) decreased by 0.20% [1] - The STAR Market Artificial Intelligence ETF (588930) opened flat [1] - The E Fund Robotics ETF (159530) opened flat [1] - The New Economy ETF (159822) rose by 0.71% [1] Group 2 - A-share accounts can buy Hong Kong stocks on a T+0 basis without the need for Hong Kong Stock Connect [1]

Group 1 - The E Fund Robotics ETF (159530) increased by over 3%, with a trading volume of 95.7422 million yuan, representing a 49.52% increase compared to the same time yesterday [1] - The net inflow of financing over the past three days was 8.0489 million yuan, with a 40.76% increase in the monthly quota, adding 233 million shares [1] - The commercialization of humanoid robots is accelerating, with a focus on capturing a trillion-yuan market [1]

Group 1 - The article highlights the performance of various ETFs, noting that the AI ETF (588760) increased by 0.37%, while the Shanghai Gold ETF (518600) decreased by 0.55% [1] - Other ETFs mentioned include the Robot ETF (159530) which fell by 0.40%, the Gold ETF (518680) which dropped by 0.08%, and the ChiNext ETF (159915) which declined by 0.10% [1] - The article suggests that investors looking to capitalize on market rebounds should consider purchasing index ETFs [1]