1月9日上午，A股三大指数集体上涨，上证指数盘中上涨0.94%，航天军工、互联网、发电设备等板块 涨幅靠前，家居用品、摩托车跌幅居前。机床板块走强，截至10:45，机床ETF（159663）上涨3.49%， 其成分股昊志机电上涨12.94%，国机精工上涨10.01%，厦门钨业上涨10.00%，大族激光上涨9.44%，合 锻智能上涨7.57%。 机床ETF（159663），紧密跟踪的中证机床指数，涵盖了我国制造业产业链中的关键一环——高端装备 制造领域，涉及激光设备、机床工具、机器人、工控设备等行业，是新质生产力理念强调创新驱动与产 业升级落地实践的核心阵地。其场外联接基金为，A类：017573；C类：017574。 （文章来源：每日经济新闻） 根据中国机床工具工业协会统计数据，2025年1-11月，我国机床工具行业累计完成营业收入9421亿元， 同比增长1.3%。细分领域中，金属切削机床分行业营业收入同比增长10.5%。 大公国际表示，《中国制造2025》将高档数控机床列为未来十年制造业重点发展领域之一。机床通过对 金属或其他材料的坯料进行加工，使之获得所需的几何形状、尺寸精度和表面质量，为各类工业提供各 种 ...

以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 机床ETF（159663），紧密跟踪的中证机床指数，涵盖了我国制造业产业链中的关键一环——高端装备 制造领域，涉及激光设备、机床工具、机器人、工控设备等行业，是新质生产力理念强调创新驱动与产 业升级落地实践的核心阵地。其场外联接基金为，A类：017573；C类：017574。 1月6日上午，A股三大指数走势分化，上证指数盘中上涨0.86%，贵金属、保险、基本金属等板块涨幅 靠前，通信设备、林木跌幅居前。机床板块分化，截至10:31，机床ETF（159663）上涨0.19%，其成分 股中钨高新上涨4.63%，绿的谐波上涨3.88%，厦门钨业上涨3.10%，海目星上涨2.98%，信捷电气上涨 2.13%。 根据中国机床工具工业协会统计数据，2025年1-11月，我国机床工具行业累计完成营业收入9421亿元， 同比增长1.3%。细分领域中，金属切削机床分行业营业收入同比增长10.5%。 江海证券表示，在国内经济稳步回升向好、以旧换新等刺激政策持续推进、新兴产业加速发展、海外市 场需求稳步提升等多重因素的协同共振下，下游终端市场需求将持续释放，进 ...

近期机器人板块迎来密集催化，海外方面，预计Optimus V3即将于2026年1季度发布，预计特斯拉在机 器人量产前的审厂、定点、发包等事件节点临近；国内方面，截至2025年12月，国内有超过30家机器人 产业链公司排队等待港交所上市聆讯。 东北证券表示，人形机器人将是未来10年发展的重点产业，关注传感器、丝杠、减速器等具备较大价值 量和壁垒的环节。 机床ETF（159663），紧密跟踪的中证机床指数，涵盖了我国制造业产业链中的关键一环——高端装备 制造领域，涉及激光设备、机床工具、机器人、工控设备等行业，是新质生产力理念强调创新驱动与产 业升级落地实践的核心阵地。其场外联接基金为，A类：017573；C类：017574。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 1月5日上午，A股三大指数集体上涨，上证指数盘中上涨0.93%，保险、医疗保健、电脑硬件等板块涨 幅靠前，石油天然气、海运跌幅居前。机床板块走强，截至10:29，机床ETF（159663）上涨1.40%，其 成分股宇晶股份上涨7.15%，柏楚电子上涨6.98%，大族激光上涨5.61%，华工科技上涨4.64%，合锻智 能 ...

12月30日临近午盘，A股三大指数集体走高，上证指数盘中上涨0.01%，石油化工、文化传媒、航天等 板块涨幅靠前，机场、保险跌幅居前。机床板块走强，截至10点57分，机床ETF（159663）上涨 0.97%，其成分股新时达上涨10.01%，浙海德曼上涨6.90%，昊志机电上涨5.04%，恒而达上涨3.18%， 创世纪上涨2.54%。 大公国际表示，汽车是机床最大的需求领域，特别是新能源汽车的爆发式增长，拉动了对大型压铸机、 高效齿轮加工机床等专用设备的需求。航空航天领域，机床主要应用于飞机机身结构件、发动机涡轮叶 片、卫星框架等。 机床ETF（159663），紧密跟踪的中证机床指数，涵盖了我国制造业产业链中的关键一环——高端装备 制造领域，涉及激光设备、机床工具、机器人、工控设备等行业，是新质生产力理念强调创新驱动与产 业升级落地实践的核心阵地。其场外联接基金为，A类：017573；C类：017574。 每日经济新闻 【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 ...

12月24日上午，A股三大指数走势分化，上证指数盘中下跌0.08%，航天军工、包装、环保等板块涨幅 靠前，煤炭、教育跌幅居前。机床板块个股分化，截至10:36，机床ETF（159663）下跌0.20%，其成分 股国机精工上涨7.49%，宇晶股份上涨3.98%，宇环数控上涨3.82%，海目星上涨2.35%。然而，中钨高 新、厦门钨业等表现不佳，其涨跌幅分别是-6.34%、-6.28%。 机床ETF（159663），紧密跟踪的中证机床指数，涵盖了我国制造业产业链中的关键一环——高端装备 制造领域，涉及激光设备、机床工具、机器人、工控设备等行业，是新质生产力理念强调创新驱动与产 业升级落地实践的核心阵地。其场外联接基金为，A类：017573；C类：017574。 MACD金叉信号形成，这些股涨势不错！ 华鑫证券表示，人形机器人行业正加速从技术研发向规模化商用落地迈进，建议头部整机企业订单爆发 的潜在拐点；同时关注具备核心零部件制造能力的企业，订单有望随着整机厂商出货迅速放量。 近日，在王力宏演唱会上，6台宇树G1机器人与人类伴舞团队同台跳舞，完成手臂挥舞、腿部踢踏、转 身跳跃等动作，并上演韦伯斯特空翻。机器人动作流 ...

Group 1 - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index increasing by 0.23% during the session, while sectors such as telecommunications, non-ferrous metals, and comprehensive industries performed well, whereas agriculture, forestry, animal husbandry, and real estate sectors faced declines [1] - The machine tool sector showed strength, with the Machine Tool ETF (159663.SZ) rising by 0.56% as of 9:43 AM, and its constituent stocks such as Yujing Co., Ltd. increasing by 3.35%, Hezhuan Intelligent by 3.31%, Zhejiang Haideman by 2.88%, Xinjie Electric by 2.25%, and Jiangte Electric by 1.98% [1] Group 2 - Starting in December, Tesla's team initiated a new round of factory inspections for Optimus Gen3, indicating that the mass production of Optimus is entering a critical phase [3] - The cumulative delivery of the three major robot families from Zhiyuan reached 5,000 units, with the respective deliveries being 1,742 for Expedition, 1,846 for Lingxi, and 1,412 for Spirit, establishing a foundation for over 10,000 units to be delivered next year [3] - Guotai Junan Securities noted that as leading overseas humanoid robot manufacturers accelerate product iterations, domestic manufacturers are also launching products, which, combined with the rapid application of domestic scenarios, presents a favorable outlook for key components of robots, including motors, reducers, sensors, and screws, benefiting domestic suppliers in the long term [3] - The Machine Tool ETF (159663) closely tracks the China Securities Machine Tool Index, covering a critical segment of China's manufacturing industry—high-end equipment manufacturing, which includes laser equipment, machine tools, robots, and industrial control equipment, aligning with the core practices of innovation-driven and industrial upgrading [3]

12月16日临近午盘，A股三大指数集体下跌，上证指数盘中下跌1.28%，贵金属、能源设备跌幅居前。 机床板块走低，截至11:10，机床ETF（159663）下跌2.48%，其成分股合锻智能下跌7.54%，国机精工 下跌5.33%，宇环数控下跌5.17%。部分个股活跃，鼎泰高科上涨2.66%，恒进感应上涨1.36%。 数据显示，日本机床订单总额连续五个月实现增长，其中海外订单同比大幅增长23.2%，北美、中国及 印度等市场在新能源汽车、数据中心及能源基础设施等领域的资本开支成为核心驱动力，验证全球高端 制造投资的复苏趋势。 华龙证券表示，结合国内"十五五"规划将工业母机列为超常规攻关重点，以及中试平台建设等产业政策 的大力支持，内外双重动能正共同推动国产高端机床的突破与产业化。在此背景下，建议重点关注那些 在核心部件上具备自研能力、产品线已覆盖高端领域、并能受益于全球资本开支回升的龙头企业。 机床ETF（159663），紧密跟踪的中证机床指数，涵盖了我国制造业产业链中的关键一环——高端装备 制造领域，涉及激光设备、机床工具、机器人、工控设备等行业，是新质生产力理念强调创新驱动与产 业升级落地实践的核心阵地。其场 ...

Group 1 - The A-share market experienced a collective decline on December 10, with the Shanghai Composite Index dropping by 0.64% during the session [1] - Retail, forestry, and construction machinery sectors showed positive performance, while computer hardware and banking sectors faced significant declines [1] - The machine tool sector exhibited mixed performance, with the Machine Tool ETF (159663) down by 0.27%, while individual stocks like Haomai Technology and Huagong Technology saw increases of 3.33% and 2.54% respectively [1] Group 2 - The U.S. Department of Commerce has been actively meeting with CEOs in the robotics industry to support its accelerated development [3] - The Trump administration is considering issuing an executive order next year, emphasizing the importance of robotics and advanced manufacturing for bringing critical production back to the U.S. [3] - Guosen Securities expresses optimism about the long-term investment opportunities in humanoid robots, highlighting the importance of value and positioning in the market [3] - The Machine Tool ETF (159663) closely tracks the China Machine Tool Index, which is crucial in the high-end equipment manufacturing sector, including laser equipment, machine tools, robots, and industrial control equipment [3]

Group 1 - The A-share market showed mixed performance on December 9, with the Shanghai Composite Index down by 0.13%, while sectors such as office supplies, electronic components, and communication equipment saw gains [1] - The machine tool sector remained active, with the Machine Tool ETF (159663) rising by 0.20%. Notable individual stock performances included Ding Tai Gao Ke up by 5.35%, Xin Jie Electric up by 5.10%, and Hao Mai Technology up by 4.08% [1] Group 2 - In 2023, China's industrial robot production and sales maintained rapid growth, with cumulative production reaching 602,700 units, a year-on-year increase of 28.80%, and cumulative sales at 652,700 units, up by 42.51%, surpassing last year's total [3] - Jiang Hai Securities forecasts that domestic companies will benefit from the industry's sustained growth due to factors such as global economic recovery and increasing demand for high-precision, intelligent, and flexible production equipment [3] - The Machine Tool ETF (159663) closely tracks the China Machine Tool Index, which encompasses key areas of high-end equipment manufacturing, including laser equipment, machine tools, robots, and industrial control equipment [3]

Core Viewpoint - The A-share market showed a collective increase on December 8, with the Shanghai Composite Index rising by 0.58%, driven by strong performances in sectors such as communication equipment, brokerage, and electronic components, while coal and petrochemical sectors faced declines [1] Industry Summary - The machine tool sector continued to strengthen, with the Machine Tool ETF (159663) rising by 2.07% as of 10:44 AM. Key component stocks such as Yujing Co., Ltd. increased by 8.25%, Huagong Technology by 7.83%, Guoji Precision by 5.57%, Haimeixing by 3.92%, and Zhejiang Haideman by 3.68% [1] - According to the National Bureau of Statistics, the cumulative production of metal cutting machine tools in China is projected to reach 715,000 units by October 2025, reflecting a year-on-year increase of 14.80%. In October alone, production was 69,000 units, up 6.20% year-on-year [1] - Jianghai Securities noted that machine tool-related data is steadily recovering, with a significant increase in export prices. The demand for machine tools is being released as the domestic economy improves and structural transformation progresses, particularly in emerging industries such as new energy vehicles, low-altitude economy, humanoid robots, and commercial aerospace [1] - The Machine Tool ETF (159663) closely tracks the China Securities Machine Tool Index, which encompasses a critical segment of the manufacturing industry—high-end equipment manufacturing. This includes sectors such as laser equipment, machine tool tools, robots, and industrial control equipment, aligning with the new productivity concept that emphasizes innovation-driven and industrial upgrading practices [1]