据智通财经，近日，特斯拉通过官微宣布，特斯拉正在努力扩大人形机器人的规模，计划2025年底推出 第三代，并在2026年开始量产。马斯克预计2030年前将年产100万台。 10月9日，A股三大指数集体走高，机器人板块表现活跃。 相关ETF中，机器人ETF（159770）盘初走低后快速拉升，截至发稿涨0.62%，成交额超8500万元居深 市同标的第一。成分股中，海目星涨超6%，汇川技术、弘讯科技、科德数控等跟涨。 资金流向上，Wind金融终端数据显示，截至9月30日，机器人ETF（159770）已连续4日获资金净流 入，累计"吸金"超5.4亿元。 机器人ETF（159770）追踪中证机器人指数，据天弘基金，该指数选取系统方案商、数字化车间与生产 线系统集成商、自动化设备制造商、自动化零部件商以及其它机器人相关上市公司证券作为指数样本。 从机器人产业链的维度看，标的指数覆盖了硬件和软件的核心领域：核心零部件、算法控制模块、电机 电池模块。机器人ETF（159770）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，软银集团表示，已与瑞士ABB有限公司达成协议，将以总计53. ...

相关ETF中，截至发稿，机器人ETF（159770）涨0.7%，成交额1.87亿元实时净申购达3750万份。成分 股中，云天励飞-U涨超6%，亿嘉和、科大讯飞等股涨幅居前。 消息面上，据工信部，工信部等六部门联合发布《机械行业稳增长工作方案（2025—2026年）》。中信 建投表示，Q4全面看多人形机器人板块性行情。特斯拉人形机器人商务沟通量乐观，国产人形机器人 出货积极。建议关注T链，同时推荐产业趋势更优、放量更快的传感器、灵巧手、垂类应用端、国产供 应链条等环节。 资金流向上，Wind金融终端数据显示，截至9月29日，机器人ETF（159770）已连续三日获资金净流 入，累计"吸金"近4.7亿元。 （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。） 9月30日，A股三大指数持续震荡，机器人概念板块表现活跃。 机器人ETF（159770）追踪中证机器人指数，选取机器人相关上市公司证券作为指数样本。机器人ETF （159770）还配备了2只场外联接基金（A类：014880；C类：014881）。 ...

Core Viewpoint - The robotics ETF (159770) is experiencing fluctuations in trading, with a slight decline of 0.27% and a significant net inflow of over 530 million yuan in the past week, indicating strong investor interest in the robotics sector [1][2]. Group 1: ETF Performance - The robotics ETF (159770) recorded a trading volume of 1.12 billion yuan, ranking first among similar products in the Shenzhen market, with a real-time net subscription of 4.5 million units [1]. - The ETF tracks the CSI Robotics Index, which includes companies involved in system solutions, digital workshops, automation equipment manufacturing, and other robotics-related sectors [2]. Group 2: Company Developments - Beijing BOE Robotics Co., Ltd. was recently established with a registered capital of 200 million yuan, focusing on intelligent robot sales and AI software development, fully owned by BOE Technology Group [2]. - UQI, a subsidiary of UBTECH, signed a procurement contract worth 30 million yuan with Tianqi Automation for the Walker S series industrial humanoid robots, contributing to a total of 430 million yuan in contracts for the Walker series [3]. - UBTECH also secured a 250 million yuan contract for humanoid robot products from a well-known domestic enterprise, marking it as the largest contract for humanoid robots globally to date [3]. Group 3: Industry Outlook - According to Dongfang Securities, the humanoid robot industry is on the verge of mass production, with both domestic and international leaders expressing optimistic production forecasts and securing large orders [4]. - The industry is expected to enter a mass production phase next year, benefiting component manufacturers with strong manufacturing and management capabilities [4].

Group 1 - The A-share technology stocks continue to strengthen, with the Sci-Tech Innovation Index rising nearly 1% on September 25, 2023 [1] - The Tianhong Sci-Tech Innovation Index ETF (589860) increased by 0.90%, with a trading volume exceeding 28 million yuan, indicating active trading [1] - In the robotics sector, the Robotics ETF (159770) rose by 0.44%, with a trading volume exceeding 200 million yuan and a turnover rate of over 2.5% [1] Group 2 - The Robotics ETF (159770) received a net subscription of 12 million units, reflecting strong investor interest [2] - The Tianhong Sci-Tech Innovation Index ETF closely tracks the Sci-Tech Innovation Index, which covers approximately 97% of the market capitalization of the Sci-Tech Innovation Board, focusing on small-cap hard technology companies [2] - The Robotics ETF tracks the CSI Robotics Index, which includes companies involved in system solutions, digital workshops, automation equipment manufacturing, and other robotics-related sectors [2] Group 3 - Alibaba Cloud and NVIDIA have reached a collaboration in the Physical AI field, integrating NVIDIA's software stack into Alibaba's AI platform to enhance development cycles for applications like embodied intelligence and assisted driving [3] - Qualcomm's China Chairman indicated that the future scale of robotics and wearable devices could equal or exceed that of smartphones, highlighting the growth potential in these sectors [3] - Recent developments in the robotics industry, including Tesla's announcement of a compensation plan linked to the delivery of 1 million Optimus humanoid robots, have boosted market sentiment [3] Group 4 - CITIC Securities noted that the humanoid robotics index's performance is significantly influenced by Tesla's advancements in robotics, with a shift from theme investment to production expectations [4] - The upcoming Gen3 hardware release is expected to provide clearer production guidance and present historic opportunities for the sector [4] - The focus on supply chain certainty and new hardware directions is crucial for the industry, along with attention to the progress of domestic applications [4]

据智通财经，9月21日，上海正式对外发布ITU具身智能机器人标准化展望及人形机器人数据集标 准、"浦江X"具身智能标准化数据集平台（穹顶DOME）。 据优必选科技官微，9月21日，优必选与云智汇科技签署全球战略合作协议，进一步明确了双方在人形 机器人研发、制造与全球市场推广的分工。 国海证券认为，电动化与智能化浪潮下，国内外人形机器人产品问世并不断迭代，有望开辟比汽车更广 阔的市场空间，人形机器人产业链将迎来"从0至1"的重要投资机遇。机器人从本体到零部件商持续开展 产品迭代，同时快速推进业务合作和场景应用，积极探索人形机器人规模化量产和商业落地。 9月22日，三大指数盘中震荡飘绿，机器人板块逆市活跃。相关ETF方面，机器人ETF（159770）盘中 涨0.54%，成交额超1亿元，盘中换手率1.44%。成分股方面，伟创电气涨超7%，凯尔达、东杰智能、燕 麦科技等个股跟涨。 据Wind金融终端，9月19日机器人ETF（159770）获资金净流入503万元。值得关注的是，截至9月19 日，机器人ETF（159770）最新规模为82.47亿元，居深市同标的产品第一。 机器人ETF（159770）追踪中证机器人指数， ...

Group 1 - The robotics sector is experiencing significant activity, with the robotics ETF (159770) rising by 1.61% and achieving a trading volume exceeding 270 million yuan, marking it as the top performer in the Shenzhen market [1] - As of September 16, the latest circulating shares of the robotics ETF (159770) reached 7.554 billion, with a total market size of 8.442 billion yuan, setting a historical high and leading in the Shenzhen market [1] - Fourier Intelligence announced the pre-sale of its humanoid robot "Carebot" GR-3, which integrates 31 sensors for auditory, visual, and tactile interaction, set to officially launch in October [1] Group 2 - Shenzhen Huizhi IoT and Zhifang have formed a strategic partnership to deploy over 1,000 embodied intelligent robots in Huike's global production base over the next three years, with an order value close to 500 million yuan [2] - According to Wanlian Securities, China's industrial robot production is projected to reach 63,700 units by July 2025, a year-on-year increase of 24%, while service robot production is expected to reach 1,489,900 units, growing by 12.8% [2] - The Chinese robotics industry is anticipated to continue its growth trajectory, driven by recovering domestic and international demand, ongoing policy support, and improved product performance [2] Group 3 - Tianhong's CSI Robotics ETF (159770) tracks the CSI Robotics Index, which includes companies involved in system solutions, digital workshops, automation equipment manufacturing, and other robotics-related sectors [3] - The ETF covers key areas of the robotics industry chain, including core components, algorithm control modules, and motor battery modules [3] - Shanghai Securities highlights the imminent mass production of Optimus V3 and the deployment of the Miro robot in Midea's smart factory, indicating accelerated development in the humanoid robotics sector [3]

Core Viewpoint - The robotics sector is experiencing significant growth, driven by advancements in technology and increased investment from both domestic and international companies [1][2]. Group 1: Market Performance - On September 16, major indices showed mixed results, with the CSI Robotics Index (H30590.CSI) rising by 0.86%, and several component stocks such as Aobo Zhongguang-UW, Junpu Intelligent, and Weichuang Electric increasing by over 5% [1]. - The Robotics ETF (159770) saw a quick rise at the beginning of trading, currently up nearly 1%, with a trading volume of 64.89 million yuan [1]. - As of September 15, the ETF recorded a cumulative net inflow of 34.88 million yuan over the past five trading days, with a total circulation of 7.641 billion shares and a market size of 8.237 billion yuan [1]. Group 2: Industry Developments - On September 15, Yushu Technology announced the launch of UnifoLM-WMA-0, an open-source world model designed for general robotics learning, focusing on understanding the physical laws of interaction between robots and their environments [1]. - Brett Adcock, CEO of Figure, indicated that the company will make three major announcements in the coming days, emphasizing their commitment to achieving human-level intelligence [1]. - Zhang Yunming, Deputy Minister of the Ministry of Industry and Information Technology, stated on September 9 that efforts will be made to strengthen industrial supply, accelerate the development of high-end computing chips, multimodal algorithms, and promote the deployment of intelligent agents, including humanoid robots and brain-computer interfaces [1]. Group 3: Investment Opportunities - The Robotics ETF closely tracks the CSI Robotics Index, with significant holdings in companies like Huichuan Technology, iFlytek, and Stone Technology, and includes two off-market connected funds [2]. - Shanghai Securities noted a surge in industry participants, with major domestic companies like Huawei, ByteDance, BYD, Xiaomi, and Ant Group increasing their investments in embodied intelligence, while international firms like Tesla and Figure AI are accelerating commercialization [2]. - The emergence of companies like DeepSeek in artificial intelligence is driving the development of general robotic models, indicating a promising trend for humanoid robots in industrial applications, suggesting that commercialization is on the horizon [2].

Group 1: Robotics ETF Performance - The Robotics ETF (159770) has seen a rise of 0.28% with a trading volume exceeding 200 million yuan, ranking first among similar products in the Shenzhen market, and real-time net subscriptions exceeding 6 million units [1] - In the past two days, the Robotics ETF has experienced a net inflow of over 130 million yuan, indicating strong investor interest [1] - As of September 11, the latest circulating share of the Robotics ETF is 7.689 billion units, with a total market size of 8.334 billion yuan, marking a historical high [1] Group 2: Government Support for AI - The National Development and Reform Commission (NDRC) has announced increased financial and fiscal support for the artificial intelligence sector, aiming to enhance the innovation development environment for AI applications [2] - The NDRC emphasizes the importance of government and state-owned enterprises in leading by example and aims to improve risk-sharing and investment exit mechanisms to stimulate the AI investment market [2] - Plans include establishing national AI application pilot bases and creating common platforms for industry applications to lower innovation barriers and promote efficient transformation of innovative results [2] Group 3: Developments in the Robotics Industry - The humanoid robot sector is experiencing significant catalysts, with increased participation from domestic companies like Huawei, ByteDance, BYD, Xiaomi, and international firms such as Tesla and Figure AI, indicating a growing trend towards commercializing humanoid robots [3] - Unitree Robotics plans to submit its IPO documents between October and December, revealing operational data, while UBTECH has secured a 250 million yuan contract for humanoid robot products and solutions [3] - Tesla has launched a Weibo account named "Tesla AI" to showcase its advancements in humanoid robots, specifically the new version of the Optimus robot [3]

据证券时报，在9月11日的2025外滩大会上，宇树科技创始人兼首席执行官王兴兴表示，让AI干活整个 领域目前都是荒漠，只是长了几棵小草，正处于爆发式增长的前夜。 9月11日，三大指数集体走强，机器人概念表现活跃。 相关ETF方面，截至发稿，机器人ETF（159770）涨2.08%，成交额超3.5亿元，暂居深市同标的第一。 成分股方面，大族激光、新时达涨停，南网科技、江苏北人、云天励飞-U等股涨幅居前。 资金流向方面，机器人ETF（159770）昨日（9月10日）获超5300万资金净流入。 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，当地时间9月9日，特斯拉创始人埃隆·马斯克在All-In峰会上谈及擎天柱 （Optimus）机器人的最新情况。马斯克认为，Optimus机器人是"人类历史上最伟大的产品"，称目前正 在设计的Optimus V3将解决手部灵活性、拥有AI大脑，并且有望实现量产。 此外，据深证特区报 ...

Group 1 - The A-share market showed mixed performance on September 3, with the robotics sector continuing its strong momentum [1] - The Robotics ETF (159770) rose by 0.85%, with a trading volume exceeding 170 million yuan, ranking first among similar products in the Shenzhen market [1] - Key stocks in the Robotics ETF included Dongjie Intelligent, which increased by over 9%, and Bojie Co., which rose by over 8% [1] Group 2 - China Galaxy Securities noted that humanoid robots in China are in an accelerated development phase, supported by detailed policies and encouragement from the government over the past decade [2] - The industry is experiencing rapid expansion, leading to a significant reshaping of the competitive landscape, with traditional manufacturers and startups actively entering the market [2] - Huatai Securities highlighted that the underlying logic for the heated investment in the robotics sector is the accelerated progress of the industry, which is moving into small-scale production [2]