每经编辑：叶峰 今日早盘A股震荡走强，行业轮动较快，AI应用、消费电子、CPO等方向涨幅居前。 如果看好一个行业，则可以通过选择行业ETF来捕捉板块整体上行机遇。投资者可以关注以下热门板块的代表产品，一键布局A股各行业核心资产：机器人 ETF（159770），计算机ETF（159998）、生物医药ETF（159859）、芯片ETF天弘（159310）、食品饮料ETF天弘（159736）、航空航天ETF天弘 （159241）、证券ETF（159841）。 每日经济新闻 面对热点快速轮动的普涨行情，热衷追涨杀跌的散户投资者，往往出现"收益跑不赢指数"的局面，A股目前超5000只个股更是增加了投资者选股的难度。此 外，对于刚入市的投资者，开通创业板、科创板仍需要一定时间的资金门槛，无疑会错过当下的热门行情。 不过，通过ETF进场则无需担心上述困扰。近日，我国ETF规模正式突破5万亿元大关，越来越多的投资者开始通过ETF来进入市场，ETF也正在成为普通投 资者的"最优解"。 ...

Group 1 - The core viewpoint of the articles highlights the significant growth and investment opportunities in the robotics and artificial intelligence sectors, driven by government policies and increasing industry participation [1][2][3] - The State Council has issued an opinion to accelerate the implementation of six key actions related to "Artificial Intelligence+", focusing on technology innovation, industrial development, consumer quality enhancement, social welfare, governance capabilities, and global cooperation [1][2] - The China Robot and Artificial Intelligence Competition has commenced, marking a milestone as the first full-size humanoid robot competition in the country, indicating a growing interest and investment in humanoid robotics [2] Group 2 - The Robot ETF (159770) has seen a net inflow of over 325 million yuan in the past four days, reflecting strong investor interest in the robotics sector [1] - The report from CITIC Securities emphasizes the importance of humanoid intelligent robots as a new generation of smart terminal products, with a target of over 90% penetration rate by 2030 [2] - Major domestic and international companies, including Huawei, ByteDance, and Tesla, are increasing their investments in embodied intelligence, indicating a competitive landscape and potential for commercialization in humanoid robotics [3]

行业大会方面，据中新社，8月24日，第二十七届中国机器人及人工智能大赛人形机器人专项赛全国决 赛在安徽省合肥市开赛，该赛事也是中国首个全尺寸人形机器人赛事。比赛吸引了中国近400所高校的 6000余名学生参与。赛题紧密围绕工业、家庭服务等真实场景需求，推动人形机器人在多场景中的技术 验证与应用突破。 8月25日，A股早盘持续走强，创业板指大涨超3%，机器人概念走强。相关ETF中，机器人ETF （159770）截至发稿涨2.11%，成交额超2.7亿元，盘中交投活跃。成分股中，云天励飞-U涨超12%，迈 赫股份、天准科技、奥普特等多股跟涨。 资金流向上，该ETF8月21日、22日连续两日获资金净流入，累计"吸金"超5000万元。截至最新收盘 日，机器人ETF（159770）最新规模为75.77亿元续创历史新高，基金份额、规模均在深市同标的产品 中位居第一。 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，机器人赛道迎消息催化不 ...

Group 1 - The humanoid robot industry is experiencing multiple positive developments, with related ETFs showing strong performance, particularly the largest robot ETF in the Shenzhen market (159770), which has seen a cumulative increase of over 8% since August [1] - As of August 14, the circulating shares of the robot ETF (159770) reached a historical high of 6.508 billion shares, with a year-to-date growth rate of 310.66%, leading among similar products [1] - The fund size of the robot ETF is 7.062 billion yuan, ranking first among similar products in the Shenzhen market, and it closely tracks the CSI Robot Index, with major holdings including Huichuan Technology, iFlytek, and Stone Technology [1] Group 2 - The "2025 World Humanoid Robot Games," the first comprehensive sports event featuring humanoid robots, opened on August 14 at the National Speed Skating Oval, with over 500 humanoid robots participating in 487 competitions [2] - The event will conclude on August 17, featuring key competitions such as the 100m sprint, 4x100m relay, and 5V5 football, with a total of 26 gold medals to be awarded [2] - According to a recent report by Everbright Securities, 2025 is expected to be a breakthrough year for humanoid robot mass production, which will drive the downstream industry chain into a phase of significant growth [2]

Group 1 - The robotics sector has gained significant market attention, with the CSI Robotics Index rising by 20.07% from June 23 to August 15 [1] - The Robotics ETF (159770) has increased by 1.94% as of August 15, with a weekly gain of 3.53%, leading among similar products in the Shenzhen market [1] - The Robotics ETF (159770) has reached a record high of 7.062 billion yuan in size as of August 14, ranking first among similar products in the Shenzhen market [1] Group 2 - The world's first humanoid robot sports competition has commenced in Beijing, featuring 13 events on August 16, including athletics, football, and gymnastics [2] - The World Artificial Intelligence Conference will be held in Shanghai in July 2025, showcasing over 60 intelligent robots, followed by the World Robot Conference in Beijing in August 2025, featuring over 200 companies and numerous new products [2] - The humanoid robot sector is experiencing multiple catalysts, with the industry entering a "technological breakthrough → mass production cost reduction → scenario penetration" golden cycle, expected to become a core investment theme by 2025 [2]

Group 1 - The core viewpoint of the articles highlights the strong performance of the robotics sector, particularly the robot ETF (159770), which has seen significant gains and inflows in recent weeks [1][2] - As of August 14, the robot ETF (159770) has accumulated over 10% growth since July 1, with a recent trading volume exceeding 2.5 billion yuan and a turnover rate of 3.51% [1] - The robot ETF (159770) has achieved a record high in both circulation scale at 70.62 billion yuan and circulation shares at 7.232 billion, leading the Shenzhen market in these metrics [1] Group 2 - The robotics sector is expected to continue its upward trend, with market confidence increasing and projections for the index to reach new highs [2] - The technology sector, particularly artificial intelligence and robotics, is viewed as a key driver of economic growth, with expectations for humanoid robot shipments to potentially double annually in the coming years [2] - The robot ETF (159770) closely tracks the CSI Robotics Index, with major holdings including companies like Huichuan Technology and iFlytek [1]

Group 1 - The robotics sector showed strong activity on August 15, with the Robotics ETF (159770) rising by 0.72% and trading volume exceeding 500 million yuan [1] - The ETF experienced a net inflow of over 150 million yuan on August 14, accumulating over 400 million yuan in the past five trading days, reaching a record high of 7.062 billion yuan [1] - The ETF closely tracks the CSI Robotics Index, with significant holdings in companies like Huichuan Technology, iFlytek, and Stone Technology [1] Group 2 - The 2025 World Humanoid Robot Games opened on August 14, featuring strong participation from both domestic and international teams, including 127 brands and over 500 humanoid robots [1] - The humanoid robot industry is entering a phase of diversification, with increasing applications in industrial settings, indicating a promising trend for commercialization [2] - The industry is advised to monitor events related to humanoid robot manufacturers' achievements, which could serve as catalysts for growth [2]

Group 1 - The three major indices collectively rose on August 14, with the Robot ETF (159770) experiencing a slight decline of 0.4% but achieving a trading volume exceeding 840 million yuan [1] - The Robot ETF (159770) saw a net inflow of over 76 million yuan on the previous day, and as of August 13, it ranked first in terms of fund shares and scale among similar products in the Shenzhen market [2] - The Robot ETF closely tracks the CSI Robot Index, with significant holdings in companies such as Huichuan Technology, iFlytek, and Stone Technology, and includes two off-market connection funds [2] Group 2 - The 2025 World Robot Conference concluded in Beijing on August 12, featuring the first "ETown Robot Consumption Festival," which sold 19,000 robots and related products, generating sales exceeding 200 million yuan [2] - The upcoming National Finals of the Human-Robot Competition will take place in Hefei from August 23 to 24, highlighting the growing interest in humanoid robotics [3] - Analysts from Guotai Junan Securities believe that the recent World Robot Expo marks a critical turning point for the commercialization of humanoid robots, while Dongfang Securities emphasizes the importance of application scenarios in the industrial sector [3]

消息面来看，8月13日，据浦东发布，在位于四川省的富临精工股份有限公司（以下简称"富临精工"） 内，一群机器人远征A2-W正忙着搬运物料箱，成为连接车间生产流程的核心运力。记者从浦东具身智 能代表企业——智元机器人公司了解到，在与富临精工达成数千万元标的的项目合作后，近百台远征 A2-W已迅速落地富临精工工厂，正式进厂"上岗"。值得关注的是，这是该品类在全球智能制造场景的 首次规模化落地。 万联证券指出，随着人形机器人产业化进程加速，核心零部件国产化突破与规模化量产或将成为关键投 资主线。目前，成本仍是制约人形机器人大规模普及应用的重要因素之一，2025世界机器人大会显示国 产核心部件在性能与成本上已具备全球竞争力，建议关注受益于人形机器人大规模应用的国产零部件优 质企业。 光大证券表示，从人形机器人量产节奏的角度，2025年将会是突破性的一年。万台级别的量产将带动下 游产业链进入确定性放量阶段，而万台级别的数据采集和训练有望真正解决数据匮乏的难题，推动人形 机器人向更泛化、更实用的阶段。我们坚定看好人形机器人产业。 （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 ...

Group 1 - The A-share market saw a collective rise in major indices on August 11, with the robotics sector performing actively, particularly the Robotics ETF (159770), which rose by 1.14% and had a trading volume exceeding 1 billion yuan, ranking first among similar products in the Shenzhen market [1] - Key stocks within the Robotics ETF, such as Jingye Intelligent and Dazhu Laser, experienced gains of over 8%, while other stocks like Ecovacs and Jiangsu Beiren also followed suit [1] - The Robotics ETF closely tracks the CSI Robotics Index, with significant holdings in companies like Huichuan Technology and iFlytek, and it has a current circulation scale of 6.617 billion yuan, leading in the Shenzhen market [1] Group 2 - At the 2025 World Robotics Conference, the founder and CEO of Yushu Technology highlighted that the average growth rate of the robotics industry, including component and complete machine manufacturers, was between 50% and 100% in the first half of the year, indicating a remarkable growth trend [2] - The conference also marked a significant milestone with the first large-scale commercial contract for industrial embodiment robots in China, signaling a transition from technology validation to large-scale commercial use in the intelligent manufacturing sector [2] - Analysts from Guotai Haitong Securities noted that the 2025 World Robotics Expo showcased significant improvements in scale and product quality, indicating a critical turning point for humanoid robots moving towards commercialization [3] Group 3 - Huolong Securities pointed out that the humanoid robotics sector has experienced multiple catalysts recently, suggesting that the industry is entering a "technology breakthrough → mass production cost reduction → scene penetration" golden cycle, which is expected to become a core investment theme by 2025 [3]