截至2025年8月14日 14:24，国证机器人产业指数(980022)上涨0.28%，成分股机器人(300024)上涨 9.94%，矩子科技(300802)上涨6.00%，富临精工(300432)上涨4.65%，盈峰环境(000967)上涨3.06%，鸣 志电器(603728)上涨2.94%。机器人ETF鹏华(159278)上涨0.10%，最新价报1.03元。 消息面上，今晚2025世界人形机器人运动会将在"冰丝带"开幕，昨夜到今天，开幕式进入最后联排阶 段，总导演表示，将近有百位演员，还有300个机器人以及背后的这300多位工程师，共同完成了这样一 个视觉盛宴呈现给大家，非常浓缩的开幕式当中，把所有机器人的亮点都汇聚到了一起。 爱建证券指出，人形机器人加速迈向终端应用落地，工业制造场景有望率先实现规模化导入。统计本届 大会主要参展的中国人形机器人整机产品，按照应用场景分类：以商业服务（含医疗）占比最高 （41%）、工业制造（22%）、科研教育与家庭服务合计29%，且定价梯度呈"工业>商业>科研"布局。 工业制造技术门槛高、环境可控、流程标准化，便于算法与动作路径快速固化，验证周期相对较短；客 户支付能力强 ...

Market Overview - On July 18, 2025, A-shares saw a slight increase across the three major indices, with the Shanghai Composite Index rising by 0.50%, the Shenzhen Component Index by 0.37%, and the ChiNext Index by 0.34. The total trading volume in the Shanghai and Shenzhen markets reached 1,571.1 billion, an increase of 31.7 billion compared to the previous day [1]. Sector Performance - The rare metals sector led the gains, with the Rare Metals ETF (561800) increasing by 4.12%, followed by other ETFs in the rare metals and rare earth categories, all showing significant upward movement [2]. - Conversely, the gaming and photovoltaic sectors experienced the largest declines, with the Gaming ETF (159869) dropping by 1.47% and the Photovoltaic ETF (159618) decreasing by 0.87% [4][5]. News and Developments - A significant discovery was made by Chinese experts in the Tarim Basin, where the world's deepest sandstone-type industrial uranium mineralization was found at a depth of 1,820 meters, marking a milestone in uranium resource exploration [3]. - The Chinese government has intensified export controls on strategic minerals, which is expected to marginally improve compliance export channels and drive domestic prices upward [3]. - The small metals market is experiencing heightened activity, driven by limited reserves, high extraction difficulty, and increasing demand from sectors such as new energy and semiconductors, alongside geopolitical supply chain disruptions [3]. ETF Activity - The top-performing ETF by trading volume was the Silver Hua ETF (511880), with a transaction amount of 16.1 billion. Other notable ETFs included the Sci-Tech Bond ETF (159600) and the Hua Bao ETF (511990) [7]. - The highest turnover rate was recorded by the Benchmark National Debt ETF (511100) at 445.54%, indicating strong trading activity in this segment [9]. Upcoming ETF Launches - Four new ETFs are set to begin fundraising on July 21, 2025, including the General Aviation ETF (159255) and the Robotics ETF (159278), which will focus on emerging sectors such as low-altitude economy and robotics [10][11]. - The General Aviation ETF will cover the entire low-altitude economy chain, while the Robotics ETF will emphasize humanoid robots, reflecting a significant shift in industry focus [11][12].