截至13点20分，机器人ETF（562500）上涨1.74%， 冲击3连涨。持仓股海得控制上涨10.00%，江苏北 人上涨6.21%，汇川技术上涨6.18%，科大讯飞、中控技术等个股跟涨。拉长时间看，截至2025年9月30 日，机器人ETF近1月累计上涨5.30%。流动性方面，机器人ETF盘中成交11.77亿元。拉长时间看，截至 9月30日，机器人ETF近1月日均成交20.39亿元，排名可比基金第一。 机器人ETF（562500）是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工业机 器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。 （文章来源：每日经济新闻） 华鑫证券表示，Figure是海外人形机器人领先厂商之一，其大规模投资建设数据采集中心充分说明人形 机器人模型迭代仍需要海量现实数据训练，真实数据采集进度可以作为人形机器人主机厂评价指标之 一，目前Figure整体进展处于行业领先地位，关注Figure链投资机会。 消息面上，Figure发布预热视频，10.9三代机器人将重磅亮相。变化包括：（1）表面覆盖针织材料，以 后还会有适应不同场景的"衣服"；（2）灵巧手跟 ...

今日截至13点35分，宇树机器人概念指数表现活跃，强势拉升上涨2.50%，机器人ETF（562500）上涨 0.65%，早盘拉升成功实现翻红，盘中最大涨幅一度超1%。午后小幅回落后再度上扬，红盘震荡或打开 配置窗口。持仓股方面，超55只成分股飘红，信邦智能领涨9.05%，天智航大涨7.11%，南网科技上涨 6.60%，固高科技、伟创电气涨幅超5%。流动性方面，盘中成交金额达9.8亿元，较前几个交易日放出 的巨量有所回缩，但仍维持日常量能释放中枢，市场稳健持有静待变盘向上。 消息方面，机器人行业近期迎来上市热潮，合肥优艾智合机器人科技有限公司正式向港交所提交上市申 请书，计划通过18C章程在港交所主板挂牌上市；工业具身智能机器人公司微亿智造也正式向港交所主 板递交上市申请，该公司是中国最大的工业具身智能机器人供应商。 华鑫证券表示，AI应用是本轮科技革命主要趋势之一，人形机器人是AI应用最重要的终端产品，我国 有望在"十五五"期间侧重打造人形机器人等新兴支柱产业，关注后续潜在政策催化。Figure是海外人形 机器人领先厂商之一，其大规模投资建设数据采集中心充分说明人形机器人模型迭代仍需要海量现实数 据训练，真实 ...

今日截至9点53分，机器人ETF（562500）平盘，盘初冲高回落，当前在零轴上下小幅震荡。持仓 股方面，成分股涨跌互现，信邦智能领涨9.11%，天智航上涨6.06%，海目星上涨4.20%；东杰智能领跌 7.53%。规模方面，机器人ETF上个交易日获资金净流入高达8.68亿元，远超市场其他机器人主题ETF达 5.5亿元；拉长时间线看，近10个交易日共有8日获资金净流入，共"吸金"超29.74亿元，"吸金"不停助推 份额、规模突飞猛进：机器人ETF最新份额达206.05亿，最新规模达220.15亿元，均刷新历史新高，遥 遥领先市场同类基金。 消息方面，据"优必选科技"公众号显示，日前，优必选智慧物流子公司UQI优奇与天奇自动化工程 股份有限公司正式签订采购合同。天奇股份将采购总价3000万元的优必选工业人形机器人Walker S系 列，该笔采购将于2025年12月31日前完成交付。加上本次订单，截止目前，优必选Walker系列人形机器 人已获得近4.3亿元合同。 东方证券表示，人形机器人进入量产前夕，国内外景气度共振。我们看到近期海外龙头与国内龙头 企业都提出了量产的展望，且行业内多次出现亿元级别的大订单，我们 ...

中信建投证券表示，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，行业来自于政策、 新品、订单、供应链等多方面的催化不断。Q4我们全面看多人形机器人板块行情，是交易特斯拉第三 代Optimus变化和量产预期的重要窗口期，无惧审厂延后等边际扰动。同时国产链条预计Q4来自于资本 运作、订单出货、场景落地等消息将不断释放。 机器人ETF（562500）是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工业机 器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接（华夏中证 机器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345）。 今日截至10点37分，机器人ETF（562500）上涨0.84%，盘面呈现"V"形走势，从水下震荡上行，强势拉 红实现红盘再向上。持仓股方面，信邦智能领涨10.11%，天智航、南网科技涨幅超6%，固高科技、海 目星涨幅超5%。流动性方面，成交金额超6.30亿元，市场交投活跃；机器人ETF上个交易日获资金净 流入高达8.68亿元，远超市场其他机器人主题ETF，拉长时间线看，近10个交易日共有8个交易日获资 金 ...

今日截至13点41分，机器人ETF（562500）下跌2.53%，盘中震荡下行，回踩十日均线整固蓄势， 相对便宜的入场时机或已显现。持仓股方面，夏厦精密领跌5.03%，云天励飞、东杰智能、伟创电气、 天准科技、禾川科技等多股跌幅超4%。流动性方面，盘中成交金额达14.30亿元，换手6.68%，市场交 投火爆，买盘活跃，资金或可逢调整加码持仓，静待机器人板块行情再度到来。 消息方面，9月26日，宇树科技创始人、CEO王兴兴在第四届全球数字贸易博览会上发言称，宇树 科技机器人算法今年已经历几次迭代，预计下半年将发布身高1.8米的人形机器人。他表示，今年上半 年国内机器人行业发展火热，"中国智能机器人相关企业平均增长率达50%到100%"。 中信证券表示，2025M1-M9，在整机厂量产加速的推动下，机器人核心元件创新迭代、目标场景 试点落地——产业生态呈现出交融互通、多点开花的特点。特斯拉Optimus项目完成换帅，引领新兴世 界模型技术路线。此外，国内各地积极落地具身智能数据采集工厂，Figure展示人类视频训练成果。随 着具身智能大模型的持续精进，机器人产业有望加速驶向商业化彼岸。 （责任编辑：张晓波 ） 机 ...

今日截至9点55分，机器人板块受压回调，机器人ETF（562500）下跌1.81%，盘初低开后震荡下 探，但前虽然跌落五日均线但仍行走于十日均线之上，中长期趋势依旧向好，回调或为低位买入机遇。 持仓股方面，成分股普遍回撤，夏厦精密领跌5.13%，云天励飞下跌4.65%，江苏雷利、伟创电气、天 准科技等跌幅超3%。流动性方面，盘中成交金额达5.65亿元，市场交投火爆，量能持续释放。规模方 面，机器人ETF单日狂揽5.55亿元，远超同类可比基金，近5个交易日共"吸金"超16亿元，资金汹涌而至 助力份额、规模联袂突破前高：机器人ETF最新份额达198.03亿，最新规模达218.90亿元，均遥遥领先 市场其他机器人主题ETF。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息方面，9月25日，宇树科技创始人王兴兴在第四届数贸会上表示，在可预见的未来几年，智能 机器人将会遵 ...

Market Overview - AI concept stocks have resumed their upward trend, with the server concept index leading the market. The Huaxia Sci-Tech AI ETF (589010) rose by 1.59%, showing strong performance throughout the day [1] - The total trading volume reached 771,000 hands, with a net inflow of funds amounting to 27.63 million yuan, marking a historical high in scale at 327 million yuan [1] - The Robot ETF (562500) saw a daily increase of 0.36%, with significant inflows of 555 million yuan, surpassing similar funds and achieving a new historical high in scale at 21.89 billion yuan [1] Key Developments - Meta has integrated the AI video creation platform Vibes into its Meta AI application, allowing users to create, discover, and share short video content [2] - The 25th China International Industrial Expo is currently ongoing, showcasing over 500 international brands in the robotics sector, including ABB and Fanuc, alongside domestic leaders like Siasun and KUKA [2] - IDC forecasts that global AI IT investment will reach $315.9 billion in 2024, with a compound annual growth rate (CAGR) of 31.9% expected to grow to $1.2619 trillion by 2029 [2] Industry Insights - The humanoid robot industry is entering a phase of diverse development, with a clear trend towards industrial applications. Commercialization of humanoid robots is anticipated, prompting attention to domestic component manufacturers [3] - The Robot ETF (562500) is noted as the only fund exceeding 20 billion yuan in scale, providing comprehensive coverage of the Chinese robotics industry [4] - The Huaxia Sci-Tech AI ETF (589010) is positioned to capture significant moments in the AI industry, with a focus on small and mid-cap stocks [4]

机器人ETF（562500）是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工 业机器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接（华夏 中证机器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345）。 每日经济新闻 今日截至14点，机器人ETF（562500）上涨0.54%，早盘呈现"V"形反转走势，曾一度拉高上涨超 1%，午后受到大盘映射，小幅跳水回落，当前在零轴上方震荡蓄势，洗盘吸筹。持仓股方面，东杰智 能领涨6.86%，鸣志电器、石头科技、信邦智能均上涨超4.5%。流动性方面，盘中成交金额达15.6亿 元，换手7.3%，市场交投火爆，资金或可在震荡行情中加码布局，静待机器人板块再度扬帆起航。 消息方面，近日，随着国内规模最大的人形机器人训练场在北京石景山正式投运，我国人形机器人 产业有望突破核心数据瓶颈，进入加速发展的新阶段。这座占地面积超万平方米、年产高质量数据超 600万条的"超级训练场"，不仅将重塑产业创新生态，更预示着一个人工智能与实体经济深度融合的万 亿级新增长极正在崛起。 中泰证券表示，短期灵巧手在特殊场景及 ...

Market Overview - On September 22, the AI and robotics sectors showed strong performance, with the Moer Thread concept index leading the market. Key areas of activity included GPU, memory, and AI computing power. The Huaxia Sci-Tech AI ETF (589010) surged by 3.81%, breaking through the five-day moving average with strong growth momentum. The total trading volume reached 889,600 lots, a four-month high [1] - Among the holdings, the third-largest weighted stock, Chip Origin Technology, led with a 17.34% increase. Other notable performers included Amlogic, which rose by 9.45%, and Espressif Systems, which increased by 8.18%. The Robotics ETF (562500) closed up 1.69%, with significant fluctuations during the day [1] - The liquidity for the Robotics ETF saw a net inflow of 56.52 million yuan, with 9 out of the last 10 trading days recording net inflows, totaling 1.809 billion yuan [1] Key Developments - OpenAI and NVIDIA announced an intention to establish a partnership, with NVIDIA planning to invest up to $100 billion to support data center and related infrastructure development. This collaboration aims to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's next-generation AI infrastructure, with the first systems expected to be deployed in the second half of 2026 [2] - Zhiyuan Robotics recently received the first CR certification for humanoid robot datasets in the industry, marking a significant step in the standardization and quality evaluation of humanoid robot datasets in China [2] - LG Chem announced the establishment of a robotics automation laboratory at its research institute in Daejeon, South Korea, aimed at enhancing the competitiveness of next-generation battery materials through automated analysis of raw materials [3] Institutional Insights - China Galaxy Securities expressed optimism about the computing power sector, indicating it remains in a performance realization phase with relatively moderate valuation levels. The firm continues to favor PCB, domestic computing power, and IP licensing related to computing power for the second half of the year [4] Popular ETFs - The Robotics ETF (562500) is noted as the only ETF in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [5] - The Huaxia Sci-Tech AI ETF (589010) is characterized as the "brain" of robotics, with a 20% fluctuation limit and small-cap elasticity, aimed at capturing pivotal moments in the AI industry [5]

Group 1 - The core viewpoint is that the Robot ETF (562500) has shown a strong upward trend, with a 1.03% increase as of 10:55 AM, indicating robust market interest and liquidity [1] - The ETF has seen significant inflows, with a net inflow of 5.29 billion yuan in the last trading day and over 19.29 billion yuan in the past 10 trading days, bringing its total size to 200.99 billion yuan, making it the largest robot-themed ETF in the market [1][2] - Key holdings in the ETF include companies like Oatmeal Technology, which surged by 10.85%, and Keri Technology, which hit a 10% limit up, reflecting strong performance across the sector [1] Group 2 - Open Source Securities suggests that the valuation uplift for robot manufacturers may enhance the industry’s valuation dynamics, with significant growth potential for core component companies in the early stages of the industry [2] - The market for robots is expected to expand significantly, with leading manufacturers projected to produce over one million units between 2028 and 2035, indicating a vast market opportunity for higher valuations [2] - The Robot ETF encompasses a wide range of sectors, including humanoid robots, industrial robots, and service robots, providing investors with a comprehensive way to invest in the entire robotics supply chain [2]