同时，广西壮族自治区工业和信息化厅近日印发《广西培育先进制造业集群行动方案》。其中提出，推 动智能化数字化升级。深入实施"人工智能+制造"行动，深化人工智能、数字孪生、云计算、大数据等 数字技术的集中应用，发展智能机器人、具身智能、智能家居等智能产品，在集群内重点领域打造一批 应用场景和工业高质量数据集。 机器人ETF（159770）紧密跟踪中证机器人指数，行业配置包括制造业与信息传输、软件和信息技术服 务业等，重仓股含汇川技术（300124）、科大讯飞（002230）、石头科技等。该ETF还配备了2只场外 联接基金（A类：014880；C类：014881）。 科创综指ETF天弘（589860）紧密跟踪科创综指，该指数于定位于科创板市场综合指数，对科创板的市 值覆盖度约为97%，成分股覆盖小市值硬科技企业，具有极强的表征性和突出的成长属性。前十大权重 股包括寒武纪-U、海光信息、中芯国际等科技龙头。 据科技日报，美国宾夕法尼亚大学和密歇根大学的科研团队，成功研制出全球最小的全自主编程机器 人。这款"迷你机器人"尺寸仅为200×300×50微米，比一粒盐还小。 12月17日，三大指数集体反弹，沪深两市成交额较上 ...

12月8日，市场高开高走，时隔20个交易日两市成交额再度突破2万亿元。 机器人ETF（159770）跟踪的中证机器人指数(H30590.CSI)上涨1.05%，该指数成分股中，截至收盘， 海目星上涨超9%，景业智能、燕麦科技、大族激光等股涨幅居前。 此外，据智通财经，中共重庆市委关于制定重庆市国民经济和社会发展第十五个五年规划的建议发布， 其中提到，建立未来产业投入增长和风险分担机制，培育具身智能机器人、生物制造、量子计算制造、 空天信息、前沿新材料等新的经济增长点。推进新技术新产品新场景大规模应用示范行动，加速迭 代"前沿技术研发—应用场景测试—规模化量产"机制，促进新兴产业规模化发展。 机器人ETF（159770）紧密跟踪中证机器人指数，行业配置包括制造业与信息传输、软件和信息技术服 务业等，重仓股含汇川技术、科大讯飞、石头科技等。该ETF还配备了2只场外联接基金（A类： 014880；C类：014881）。 科创综指ETF天弘（589860）紧密跟踪科创综指，该指数于定位于科创板市场综合指数，对科创板的市 值覆盖度约为97%，成分股覆盖小市值硬科技企业，具有极强的表征性和突出的成长属性。前十大权重 股包 ...

Group 1 - A-shares opened higher on December 8, with the electronic sector rising, as evidenced by the CSI Electronic Index increasing by 0.57% [1] - Notable gainers in the electronic sector included Huagong Technology, which rose over 5%, along with Fudan Microelectronics, XW Communications, and Dongshan Precision [1] - The Robot ETF (159770) saw a significant increase in shares, up over 455% year-to-date, making it the top performer among similar funds, with a scale of 9.836 billion yuan [1] Group 2 - The Robot ETF closely tracks the CSI Robot Index, with major holdings in companies like Huichuan Technology, iFlytek, and Stone Technology, and includes two off-market connection funds [1] - The Electronic ETF (159997) is the only fund tracking the CSI Electronic Index, focusing on sectors such as semiconductors, consumer electronics, and AI chips, presenting investment opportunities in the digital economy [1] - The Beijing government announced an action plan for high-quality development in the Olympic Center area, which includes the establishment of a robot innovation park [2] Group 3 - Huazhong Securities predicts a market transition from valuation-driven to profit-supported growth, emphasizing the dominance of technology as a key market driver [2] - The concept of embodied intelligence is highlighted as a strong application of AI, with humanoid robots being a significant focus area, potentially reshaping the automotive industry [2] - Attention is drawn to new technology iterations and component market trends in the robotics sector for the second half of the year [2]

12月2日，三大指数集体下跌。中证机器人指数(H30590.CSI)下跌1.51%，该指数成分股中，海目星与中 信重工上涨超1%，石头科技上涨近1%。 相关ETF方面，机器人ETF（159770）昨日成交额为2.07亿元，实时溢价率为0.06%。截至昨日收盘，该 ETF获净申购7350万份。 据北京日报，人形机器人进厂打工也正成为现实。雷军预计，未来五年，人形机器人将大面积在小米工 厂上岗，"这还只是第一步，家庭对人形机器人的需求更大、要求更高，市场也更大"。 机器人ETF（159770）紧密跟踪中证机器人指数，行业配置包括制造业与信息传输、软件和信息技术服 务业等，重仓股含汇川技术、科大讯飞、石头科技等。该ETF还配备了2只场外联接基金（A类： 014880；C类：014881）。 开源证券指出，近期人形机器人板块指数及龙头个股呈现显著反弹态势，资金回流明显，板块整体步入 上行通道。上周（11月24日-28日）大盘整体上行，沪深300与科创50指数分别上涨1.64%、3.21%；人形 机器人行业核心公司指数上涨6.04%，跑赢大盘。我们认为核心驱动因素是板块调整趋近尾声，风险释 放较为充分，对行业预期更加理 ...

Group 1 - A-shares showed mixed performance on November 26, with the electronic sector continuing its strong momentum while the robotics sector experienced a slight pullback [1] - The CSI Robotics Index fell by 0.09%, with notable gainers including Weichuang Electric rising over 6% and other stocks like Oat Technology and Leisai Intelligent also performing well [1] - The Robotics ETF (159770) had a trading volume of 234 million yuan and a turnover rate of 2.40%, ranking first among similar products in the Shenzhen market [1] Group 2 - The Robotics ETF (159770) has seen net inflows for 18 out of the last 20 trading days, accumulating over 1.2 billion yuan in total inflows, leading the Shenzhen market in both net inflow days and total net inflow amount [1] - The electronic sector also maintained its strength, with the CSI Electronic Index rising by 1.96%, and significant gains from stocks like Changying Precision, Huadian Co., and Tianyue Advanced [1] - The Electronic ETF (159997) focuses on key areas such as semiconductors, consumer electronics, and AI chips, effectively packaging leading companies in the electronic industry [1][2] Group 3 - The Robotics ETF (159770) includes major stocks from manufacturing and information technology services, with top holdings like Huichuan Technology and iFlytek [2] - Recently, UBTECH, known as the "first humanoid robot stock," won a bid for a humanoid robot data collection and testing center project worth 264 million yuan [2] - Open-source Securities indicated that the humanoid robot sector is approaching a "bottom confirmation and rebound initiation" period, with 2026 expected to be a significant year for mass production of domestic humanoid robots [2]

Group 1 - The A-share market saw a collective rise in the three major indices, with the technology sector continuing to recover, particularly in robotics and electronics [1] - The CSI Robotics Index rose by 0.35%, with notable gains from stocks such as Bojie Co., Ltd. and Ruishun Technology [1] - The Robot ETF (159770) recorded a trading volume of 278 million yuan, with a turnover rate of 2.84%, indicating active trading and leading in trading volume among similar products in the Shenzhen market [1] Group 2 - The Robot ETF (159770) closely tracks the CSI Robotics Index, with significant holdings in companies like Huichuan Technology and iFlytek [2] - Blue Sky Technology anticipates shipping over 3,000 humanoid robots this year, with expectations to double the scale of core components and assembly by 2026 [2] Group 3 - Gree Electric Appliances has developed core components such as joint modules for humanoid robots, highlighting the growing capabilities of domestic manufacturers in the global humanoid robot competition [3] - The Ministry of Industry and Information Technology has issued notifications to focus on humanoid robot applications, indicating increased governmental support for the industry [3] - By November 2025, leading domestic robot manufacturers are expected to have accumulated orders exceeding 2.4 billion yuan, with over 20,000 units ordered [3]

Group 1 - The market showed signs of recovery on November 24, with all three major indices closing in the green [1] - The Robot ETF (159770) recorded a trading volume of 258 million yuan, with leading stocks such as Hongying Intelligent, Dongjie Intelligent, and Ruishun Technology showing significant gains [1] - The Robot ETF has seen continuous net inflows for 27 trading days, accumulating over 1.9 billion yuan [1] Group 2 - The Tianhong Sci-Tech Innovation Index ETF (589860) had a trading volume of nearly 24 million yuan, with leading stocks including Jinchengzi, Guangyun Technology, and Pinggao Co., Ltd. [1] - The Robot ETF closely tracks the CSI Robot Index, with major holdings in companies like Huichuan Technology, iFlytek, and Stone Technology [1] - The Tianhong Sci-Tech Innovation Index ETF tracks the Sci-Tech Innovation Board Index, covering approximately 97% of the market capitalization of the Sci-Tech Innovation Board [1] Group 3 - Longying Precision reported on November 19 that new orders for overseas humanoid robots are accelerating in the fourth quarter, and the company is actively expanding production [2] - CITIC Securities noted that the robot sector has been in a continuous pullback since the fourth quarter, with some quality stocks entering a buy zone [2] - Guosen Securities remains optimistic about the long-term investment opportunities in humanoid robots, suggesting a focus on value and positioning for certainty [2]

Group 1: Market Performance - On November 20, A-shares' three major indices opened high but closed lower, with the robotics concept experiencing a pullback, as the CSI Robotics Index fell by 0.97% [1] - The chip sector also saw a decline, with the CSI Chip Industry Index dropping by 1.27% on the same day [1] Group 2: ETF Insights - The Robotics ETF (159770) saw a net subscription of 19.5 million units throughout the day, making it the highest in trading volume among similar products in the Shenzhen market [1] - As of November 19, the Robotics ETF (159770) had a total scale exceeding 9.7 billion, making it the largest among its peers in the Shenzhen market [1] - The Robotics ETF achieved a cumulative net inflow of 1.794 billion from October 16 to November 19, marking it as the top performer among similar ETFs in the Shenzhen market [2] Group 3: Company Developments - Zhiyuan Robotics has developed three major product series supported by its "One Body Three Intelligence" technology system, which integrates motion intelligence, interaction intelligence, and operational intelligence [2] - Zhiyuan's self-developed robot operating system, "Lingqu OS," is set to be officially open-sourced by the end of this year [2] Group 4: Industry Trends - GlobalFoundries announced the acquisition of Advanced Micro Foundry in Singapore, which will make it the largest pure silicon photonics chip foundry globally based on revenue [3] - The outlook for 2026 suggests a shift in valuation drivers from liquidity to profit, with expectations for AI to empower economic transformation and a diverse range of applications emerging in the AI industry [3] - The humanoid robot sector is currently under dual pressure of valuation and sentiment, with indications that the window for confirming the bottom and starting a rebound is approaching [3]

此外，科创综指昨日（11月19日）收跌1.13%，紧密跟踪该指数的科创综指ETF天弘（589860）全天成 交额超2300万元，换手率7.55%，全天交投活跃，收盘时溢折率0.14%。成分股中，腾景科技、英方软 件等股涨幅靠前。 11月19日，市场窄幅震荡，沪指、创业板指均收红。热门赛道中，机器人概念继续回调。中证机器人指 数收跌0.93%，成分股中，宏英智能、东杰智能、华东数控、伟创电气等股涨幅靠前。 ETF方面，紧密跟踪中证机器人指数的机器人ETF（159770）昨日（11月19日）全天成交额3.21亿元， 居深市同标的产品首位。截至11月18日收盘，该ETF最新规模为98.11亿元，为深市同标的第一。 Wind数据显示，该ETF昨日（11月19日）获净申购3450万份。资金流向方面，Wind数据显示，截至11 月18日，该ETF已连续24个交易日获资金净流入，累计"吸金"超17.5亿元。 此外，据中国新闻网，宇树科技CEO王兴兴近日在2025人工智能+大会主论坛上表示，下一个十年，AI 技术将赋予机器人真正"理解世界"的能力。如果说过去十年是机器人行业的萌芽与探索，下一个十年将 是生长与绽放。 中信建投 ...

Group 1 - The A-share market continues to show weakness, while the CSI Robot Index has risen by 0.3% against the trend [1] - The Robot ETF (159770) has seen a net inflow of 150 million units on the previous day, with a total capital inflow exceeding 1.74 billion yuan over the past 22 trading days since October 16 [1] - The circulating share of the Robot ETF reached a new high of 9.804 billion units as of November 14 [1] Group 2 - Yushu Technology has completed its IPO counseling, with plans to apply for a domestic IPO, expected to submit listing application documents between October and December 2025 [2] - BYD has begun large-scale application of AMR intelligent logistics robots in its electronic business [2] - Industry confidence in robot mass production has slightly declined, with expectations for clearer mass production signals in the first half of 2026 [2]