Group 1 - The core viewpoint of the news highlights the strong performance of robotics concept stocks, particularly the robotics ETF (159770), which has seen a year-to-date increase of 5.71% as of July 7, 2023, and has attracted nearly 290 million yuan in net inflows over the past 10 days [1] - The robotics ETF (159770) closely tracks the CSI Robotics Index and includes major sectors such as manufacturing and information technology services, with significant holdings in companies like Huichuan Technology, iFlytek, and Stone Technology [1] - The Shanghai municipal government has approved a significant opinion to deepen the construction of an international technology innovation center, emphasizing the need for breakthroughs in key core technologies and supporting the growth of leading industries such as integrated circuits, biomedicine, and artificial intelligence [2] Group 2 - Market expectations are improving, with a clear focus on the technology sector, particularly in artificial intelligence and robotics, as well as consumer sectors benefiting from policy support [2] - Analysts suggest that the market opportunities remain structurally driven, with recommendations to focus on technology and consumer sectors, as well as industries with significant policy catalysts such as military and aerospace [2] - Recent industry structure indicates a favorable environment for mid-term investments in technology and finance, with short-term attention on sectors like innovative pharmaceuticals, artificial intelligence applications, and robotics [2]

（本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 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）。 消息面上，据智通财经，据国家企业信用信息公示系统，杭州宇树科技股份有限公司于6月18日完成了 注册资本的变更，从288.9万元变更为3.64亿元，增加了125倍。同时，据媒体报道，宇树科技已于近期 完成了去年底开启的C轮融资，由中国移动旗下基金、腾讯、锦秋、阿里、蚂蚁和吉利资本共同领投， 宇树科技的大部分老股东跟投。投前估值目前超过100亿元。对此，宇树科技核心人士向记者予以确 认。 长城证券表示，海内外机器人产业加速共振，持续看好相关产业投资机会。我们认为，随着2025年人形 机器人量产节奏的逐步加快，建议关注两方向，一方面是适用于仓库、车间等移动操作场景的工业化机 器人，企业不断提升工业场景的覆盖能力，从而推动人形机器人不断在大小脑智能感知、行动等技术方 面取得突破；另一方面，类家庭 ...

Group 1 - The three major indices experienced a decline, with the ChiNext Index dropping over 1%, and the China Securities Robot Index falling by 1.97% [1] - The Robot ETF (159770) saw a decline of over 2% during trading, with a transaction volume exceeding 170 million yuan and a turnover rate of over 3% [1] - The Robot ETF (159770) has a latest circulation scale exceeding 5.5 billion yuan, ranking first among similar products in the Shenzhen market [1] Group 2 - The Beijing Municipal Bureau of Economy and Information Technology released a plan for the high-quality development of the fashion industry from 2025 to 2027, encouraging immersive experiences and new retail models [2] - The humanoid robot industry is entering a phase of diverse development, with significant advancements in new technology applications and industry standards, with 2025 expected to be the year of mass production for humanoid robots [2][3] - The robot sector's stock prices have sufficiently corrected, and the commercialization of humanoid robots is anticipated to drive continuous industry growth [3]

Group 1 - The concept of elderly care robots is gaining traction, with significant movements in related ETFs, particularly the largest robot ETF in the Shenzhen market, which saw a trading volume exceeding 1.1 billion yuan and a 0.34% increase [1] - The ETF has experienced a net inflow of nearly 120 million yuan over the past two days, indicating strong investor interest [1] - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs have initiated a pilot program for intelligent elderly care service robots, requiring at least 200 household applications and deployments of 200 units [1] Group 2 - The humanoid robot industry chain is continuously evolving, with advancements in hardware, components, algorithms, and application scenarios, maintaining a high level of industry vitality [2] - The competition in the hardware segment is intensifying, leading to rapid cost reductions for components like screws and reducers, but also resulting in a deteriorating competitive landscape before the industry fully scales [2] - Investment opportunities in the "AI + robotics" sector are highlighted, focusing on areas such as sensors, dexterous hands, robotic dogs, exoskeletons, and specialized applications, which are not solely dependent on humanoid robots [2] - The humanoid robot industry is expected to open up broader market opportunities, potentially surpassing the automotive sector, marking a significant investment opportunity from "0 to 1" [2]

6月6日，A股三大指数弱势下跌。 热门ETF中，机器人ETF（159770）现跌0.8%，成交额超6500万元。 公开资料显示，机器人ETF（159770）紧密跟踪中证机器人指数，是深市同标的规模最大的机器人 ETF。该ETF还配备了2只场外联接基金（A类：014880；C类：014881）。 江海证券表示，机器人板块整体经过一段时间的调整后，已出现企稳的态势。但需要注意的是，机器人 行业虽持续有消息催化，但市场的反馈偏弱，板块大概率更偏向于区间波动。因此，建议多关注已形成 订单以及或将有订单落地的标的。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） （文章来源：21世纪经济报道） 消息面上，据智通财经，亚马逊周三表示，已经在其消费产品开发部门Lab126内成立了一个新团队， 专注于人工智能代理。消息人士则补充称，亚马逊即将开始测试人形机器人的包裹递送功能。据称，亚 马逊在现场配备了一辆Rivian的电动送货车，亚马逊希望人形机器人能搭乘货车后部，随后下车运送包 裹。目前有几种不同的人形机器人正在被测试，但有报道称参与测试的还包括中国宇树科技开发的机器 人 ...

5月26日临近尾盘，中证机器人指数（H30590）拉升翻红，现涨0.10%，相关ETF中，机器人ETF （159770）成交额突破1亿元，溢折率0.02%，盘中频现溢价交易。成分股中，信邦智能涨超11%，东 杰智能、克来机电、弘讯科技等多股跟涨。 截至5月23日收盘，机器人ETF（159770）最新流通规模54.34亿元，在深市同标的产品中规模居首位。 华创证券指出，多家科技公司加注人形机器人行业，人形机器人行业不断发展，新技术不断迭代，人形 机器人落地量产进程加快。 另据2025年一季报披露，机器人ETF（159770）近一年、近三年相对业绩比较基准的超额收益率分别为 1.81%、4.59%，均居同标的ETF产品第一。 东吴证券也指出，科技公司和车企全面入局，2025年国内外量产元年共振，继续全面看好人形板块，全 面看好T链确定性供应商和头部人形核心供应链、看好总成、灵巧手、整机、以及丝杠、谐波、传感 器、运控等核心环节。 公开资料显示，深市同标的规模最大的机器人ETF（159770）紧密跟踪中证机器人指数，该ETF还配备 了2只场外联接基金（A类：014880；C类：014881）。 （本文机构观点来自持 ...

据新京报贝壳财经报道，今年以来，北京、武汉、郑州、广东、山东、浙江等多地政府部门印发推动有 关人工智能产业创新发展的若干政策措施，从而推动相关人工智能领域实现创新引领和理性健康发展。 民生证券称，人形机器人技术加速演进，已成为科技竞争的新高地、未来产业的新赛道、经济发展的新 引擎，产业奇点已至，应用端、成本端、软件端迎来三重突破，产业化关键瓶颈正在打开。 Wind金融终端显示，机器人ETF（159770）年内份额增长率超240%居同标的第一。 另据2025年一季报披露，机器人ETF（159770）近一年、近三年相对业绩比较基准的超额收益率分别为 1.81%、4.59%，均居同标的ETF产品第一。 深市同标的规模最大的机器人ETF（159770）紧密跟踪中证机器人指数，该ETF还配备了2只场外联接 基金（A类：014880；C类：014881）。 消息面上，浙江省人民政府近日印发《关于支持人工智能创新发展的若干措施》，其中提出，加大金融 资本支持。充分发挥"4+1"专项基金投资引导作用，依托省科创母基金三期（人工智能）等基金，打造 100亿元以上人工智能基金群，壮大耐心资本，引导金融资本投早、投小、投长期、投硬 ...

Group 1 - The A-share market showed a strong rebound on May 20, with the CSI Robot Index rising by 0.45%, driven by stocks like Xunbang Intelligent reaching a 20% limit up, and others such as Stone Technology, Weichuang Electric, Ecovacs, and Yawen shares also gaining [1] - The Robot ETF (159770) experienced a fluctuation, initially dropping by 1% but later rebounding to a 0.45% increase, with a trading volume exceeding 110 million yuan and a premium rate of 0.07% during the session [1] - The Robot ETF (159770) reported excess returns of 1.81% and 4.59% over the past year and three years, respectively, outperforming its benchmark and ranking first among similar ETF products [1] Group 2 - The National Bureau of Statistics highlighted the positive integration of technological and industrial innovation, with high-tech manufacturing value-added increasing by 10% in April, outpacing the overall industrial growth by 3.9 percentage points [2] - The manufacturing value-added of intelligent unmanned aerial vehicles surged by 74.2%, while the production of new energy vehicles rose by 38.9%, indicating significant advancements in cutting-edge technology fields [2] - Guotai Junan Securities noted that the optimization of merger and acquisition policies is expected to boost the growth momentum in emerging technologies, particularly in artificial intelligence and robotics [2] - Dongfang Securities suggested that the market may enter a phase of consolidation in the short term, while maintaining a positive outlook on technology and military sectors in the medium term, emphasizing the importance of leading companies with supply chain advantages [2]

5月16日，三大指数集体低开，机器人概念低开高走，相关ETF方面，机器人ETF（159770）拉升涨超 1%，成分股方面，弘讯科技涨停、华东数控、信捷电气、拓斯达、禾川科技跟涨。 国新证券表示，通过推动科技金融发展，不仅有利于引导社会资源向科技创新配置，同时也为投资者带 来更多的投资渠道、产品选择和相应回报。在监管政策的积极引导下，资本支持技术孵化，推动科技与 产业的深度耦合，形成"场景-技术-资本-产业"的良性循环。中信证券表示，政策的出台将进一步完善科 技金融体系，提升金融服务科技创新的能力，有助于推动科技成果转化和产业升级。 消息面上，近期，科技部、中国人民银行、金融监管总局、中国证监会、国家发展改革委、财政部、国 务院国资委7部门在5月14日联合发布的《加快构建科技金融体制 有力支撑高水平科技自立自强的若干 政策举措》提出，设立国家创业投资引导基金，发挥国家创业投资引导基金支持科技创新的重要作用， 将促进科技型企业成长作为重要方向，培育发展战略性新兴产业特别是未来产业，推动重大科技成果向 现实生产力转化，加快实现高水平科技自立自强，培育发展新质生产力。 深市规模最大的机器人ETF（159770）紧密跟 ...

机器人概念再受市场关注。热门ETF中，机器人ETF（159770）昨日（5月13日）成交额超3.7亿元，居 深市同标的产品第一。 消息面上，北京时间5月14日凌晨，特斯拉涨4.93%，创2月24日以来收盘新高。5月13日晚间，特斯拉 官方微博发布人形机器人擎天柱（Optimus）"跳舞"视频，并表示其人形机器人优化"仿真到现 实"（Sim-to-Real）的训练代码，通过强化学习完成训练。 财信证券表示，5月份往后，在国内政策加力、AI产业趋势加持下，指数层面短期或以震荡偏强为主。 风格上，市场大概率重新回归AI产业趋势。方向上，可关注业绩高景气的自主可控方向、AI产业链、 高股息板块、出口产业链的修复机会。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 资金流向来看，Wind金融终端数据显示，机器人ETF（159770）近20个交易日有14日获资金净流入， 累计"吸金"超4.3亿元。 另据2025年一季报披露，机器人ETF（159770）近一年、近三年相对业绩比较基准的超额收益率分别为 1.81%、4.59%，均居同标的ETF产品第一。 深市规模最大的机 ...