截至14:30，国证机器人产业指数上涨1.7%，成分股中，弘讯科技涨停，航天智装涨超9%，昊志机电涨 超6%。相关ETF受市场关注，其中机器人ETF易方达（159530）盘中成交额超9亿元，净申购超8000万 份。 根据国际市场调研机构Omdia最新数据，智元机器人2025年出货超过5168台人形机器人，占据了全球 39%的市场份额，出货量和份额均位居全球第一。该机构将智元、宇树、特斯拉等企业共同列为全 球"第一梯队"人形机器人开发商，并预计到2035年全球人形机器人出货量将指数级增长至260万台。 从人形机器人春晚热舞吸引全国观众，再到相关厂商开发与投资的爆发式增长，产业正在政策支持与市 场升温下茁壮成长，相关指数产品布局机会受关注。国证机器人产业指数聚焦人形机器人本体和核心零 部件，覆盖三花智控、领益智造等人形机器人零部件产业链公司，合计占比约80%，领跑同类其他指 数。 机器人ETF易方达（159530）是目前跟踪该指数规模第一的ETF产品，可助力投资者便捷布局人形机器 人产业链核心企业。 （文章来源：每日经济新闻） ...

截至午间收盘，国证机器人产业指数上涨1.2%，中证智能电动汽车指数上涨0.6%，中证消费电子主题指数上涨 0.4%，中证物联网主题指数下跌0.1%，机器人ETF易方达（159530）半日净申购超5000万份，该产品近一个月 合计净流入超20亿元。 （文章来源：每日经济新闻） | 务涉及兀器任生产、整机品 牌设计及生产等消费电子相 | | | | | --- | --- | --- | --- | | 关公司股票组成。 | 0.4% | 59.3倍 | 96.1% | | 物联网ETF易方达 | | | 159895 | | 跟踪中证物联网主题指数 | | | | | | | | ·· /////////// | | 该指数聚焦的物联网是智能 | 截至午间收盘 | 该指数 | 该指数自2015年 | | 终端实现万物互联的重要基 | 该指数涨跌 | 滚动市盈率 | 发布以来估值分位 | | 础,由业务涉及信息采集、 | | | | | 信息传输、物联网应用领域 | -0.1% | 33.9倍 | 55.1% | | 的公司股票组成。 | | | | ...

今日，机器人板块低开高走后延续高位震荡。截至收盘，国证机器人产业指数上涨1.2%，中证消费电子主题指数下跌0.3%，中证物联网主题指数下跌 0.4%，中证智能电动汽车指数下跌1.2%。资金持续布局，Wind数据显示，截至昨日，机器人ETF易方达（159530）近一月合计"吸金"超21亿元。 -0.3% 跟踪中证智能电动汽车指数 该指数聚焦的智能电动汽 年有望成为具身智能落地 的代表性方向之一，覆盖 动力系统、感知系统、决 策系统、执行系统、通讯 系统、整车生产等产业链 环节。 �日 该指数涨跌 -1.2% 消费电子ETF易方达餐 眼踪中证消费电子主题指数 该指数聚焦的AI硬件是目前 主要的智能终端品类,由业 务涉及元器件生产、整机品 牌设计及生产等消费电子相 关公司股票组成。 �日 该指数涨跌 物联网ETF易方达 跟踪中证物联网主题指数 每日经济新闻 ...

每日经济新闻 除了技术突破外，人形机器人也逐步迈入"量产爬坡"阶段。据摩根士丹利在2025年12月发布的报 告，预计到2050年，人形机器人市场规模将达到5万亿美元，部署量达10亿台，约每10人拥有1台人形机 器人。 国证机器人产业指数聚焦人形机器人本体和核心零部件，覆盖三花智控、领益智造等人形机器人零 部件产业链公司，合计占比约80%，领跑同类其他指数，投资者可借道机器人ETF易方达（159530）等 产品便捷布局产业链核心企业。 1月7日，人形机器人板块低开后快速翻红。截至9:45，国证机器人产业指数上涨0.3%，成分股中， 弘讯科技涨停，华中数控、兆威机电涨超3%。据Wind数据，截至昨日，跟踪该指数的机器人ETF易方 达（159530）已连续10个交易日获资金净流入，合计约20亿元，产品最新规模突破160亿元。 在2026年度国际消费电子展（CES）上，国产机器人企业集体"炫技"。智元机器人展示全系列产品 群控舞蹈技术；众擎推出全尺寸人形机器人T800，实现峰值扭矩、稳定长时间续航、拟人化灵巧手精 准操控等多项关键技术突破；灵巧智能发布高性能低价灵巧手DexHand021 Pro，价格仅为国际同类的 ...

机器人板块今日低开高走，迎来2026年"开门红"。指数层面，国证机器人产业指数上涨1.2%，中证智能电动汽车指数上涨2.5%，中证消费电子主题指数上 涨3.4%，中证物联网主题指数上涨3.5%，资金加仓力度不减，机器人ETF易方达（159530）全天净申购超2亿份。Wind数据显示，该ETF此前已连续8个交易 日获资金净流入，合计近15亿元。 摩根士丹利分析师表示，人形机器人行业过去一年实现里程碑式进步，从产品开发进入初步商业化探索。2026年中国人形机器人可出货1.4万台，未来数年 将逐年翻倍增长，2034年突破百万台，15年后有望追赶中国乘用车市场规模，年销量达到3000万台。 物联网 ETF易 广 Hostell 易门公 ( 跟踪中证智能电动汽车指数 该指数聚焦的智能电动汽 �日 车有望成为具身智能落地 的代表性方向之一,覆盖 动力系统、感知系统、决 策系统、执行系统、通讯 系统、整车生产等产业链 环节。 该指数涨跌 2.5% 消费电子ETF易方达 德 跟踪中证消费电子主题指数 该指数聚焦的AI硬件是目前 主要的智能终端品类,由业 务涉及元器件生产、整机品 牌设计及生产等消费电子相 关公司股票组成。 � ...

（文章来源：每日经济新闻） 摩根士丹利分析师表示，人形机器人行业过去一年实现里程碑式进步，从产品开发进入初步商业化探 索。2026年中国人形机器人可出货1.4万台，未来数年将逐年翻倍增长，2034年突破百万台，15年后有 望追赶中国乘用车市场规模，年销量达到3000万台。 国证机器人产业指数聚焦人形机器人本体和核心零部件，覆盖三花智控、领益智造等人形机器人零部件 产业链公司，合计占比约80%，领跑同类其他指数。投资者可通过机器人ETF易方达（159530）等产品 一键把握人形机器人产业链布局机会。 截至14:20，国证机器人产业指数上涨0.9%，成分股中，汉威科技涨超15%，天智航-U涨超9%，富临精 工、利元亨、科大讯飞涨超6%。机器人ETF易方达（159530）盘中成交额超10亿元，净申购超1.3亿 份。Wind数据显示，该产品此前已连续8个交易日获资金净流入，最新规模达152亿元，创成立以来新 高。 近日，深圳蛇口一家电影院迎来全球首例全自主运营的人形机器人，该机器人采用基于Transformer的模 型架构及类人双目RGB视觉驱动，实现最高28个上肢自由度的端到端自主推理操作，一天能"打工"14小 时 ...

Group 1 - The robotics sector experienced a volatile pullback, with the Guozheng Robotics Industry Index down by 0.7% at midday [1] - The Zhongzheng Internet of Things Theme Index and Zhongzheng Smart Electric Vehicle Index both fell by 0.9%, while the Zhongzheng Consumer Electronics Theme Index decreased by 1.6% [1] - Despite the downturn, there was a significant inflow of funds into the robotics ETF, E Fund (159530), which saw a net subscription of nearly 150 million units in half a day, marking a total net inflow of 1.13 billion yuan over the past seven trading days [1] Group 2 - The Zhongzheng Smart Electric Vehicle Index focuses on smart electric vehicles, which are expected to represent a key direction for embodied intelligence, covering various segments of the industry chain including power systems, perception systems, decision systems, execution systems, communication systems, and vehicle production [4] - The Zhongzheng Consumer Electronics Theme Index emphasizes AI hardware, which is currently a major category of smart terminal products, comprising stocks of companies involved in component production, complete machine brand design, and manufacturing [6]

Group 1 - The robotics sector experienced a slight dip before a rapid rise, with the National Robotics Industry Index increasing by 0.6% as of 9:58 AM [1] - The E Fund Robotics ETF (159530) saw a net subscription of over 110 million shares during the trading session, continuing a trend of net inflows for seven consecutive trading days, totaling over 1.1 billion yuan [1] - The Ministry of Industry and Information Technology has established a standardization committee for humanoid robots and embodied intelligence, which will oversee the development of standards in this field, marking a shift towards a more regulated industry [1] Group 2 - The establishment of the standardization committee signifies the end of a fragmented development phase in humanoid robotics and embodied intelligence, moving towards a national standard-led development path [1] - The National Robotics Industry Index focuses on humanoid robot bodies and core components, recently adding five companies, including Sanhua Intelligent Control and Lingyi iTech, to its component stocks, with humanoid robots making up approximately 80% of the index [1] - The E Fund Robotics ETF (159530) has a total scale exceeding 15 billion yuan, ranking first among similar index ETFs, providing investors with a packaged investment option in core humanoid robot stocks [1]

Market Performance - The market experienced a volatile upward trend today, with the robotics sector leading the gains, as evidenced by the National Robotics Industry Index rising by 4.3% [1] - The China Securities Intelligent Electric Vehicle Index increased by 1.3%, the China Securities Consumer Electronics Theme Index rose by 0.9%, and the China Securities Internet of Things Theme Index went up by 0.8% [1] - The trading volume was active, with the E Fund Robotics ETF (159530) achieving a total transaction volume exceeding 1.7 billion yuan, significantly higher than the previous day, and receiving over 30 million net subscriptions [1] Industry Developments - The Ministry of Industry and Information Technology has officially established a standardization technical committee for humanoid robots and embodied intelligence, which will oversee the development and revision of standards in this field [1] - The establishment of this committee signifies a transition for the humanoid robot and embodied intelligence industry from a phase of fragmented technology paths and inconsistent product standards to a standardized development trajectory led by national standards [1] - A unified standard system is expected to reduce R&D and adaptation costs, accelerate the commercialization of technological achievements, and provide clear technical guidance and market access criteria for companies across the industry chain, thereby enhancing the overall investment value of the sector [1]

Group 1 - The index focuses on smart electric vehicles, which are expected to become a representative direction for embodied intelligence, covering various segments of the industry chain including power systems, perception systems, decision systems, execution systems, communication systems, and vehicle production [2] Group 2 - The index tracks AI hardware, which is currently a major category of smart terminal products, consisting of stocks from companies involved in component production, complete machine brand design, and production related to consumer electronics [4] Group 3 - The IoT ETF tracks the China Securities IoT Theme Index, indicating a focus on the Internet of Things sector [6]