截至2025年8月27日 10:26，中证汽车零部件主题指数(931230)强势上涨2.34%，成分股中科创达(300496) 上涨18.04%，立中集团(300428)上涨10.98%，宁波华翔(002048)上涨8.32%，经纬恒润(688326)，汇川技 术(300124)等个股跟涨。汽车零件ETF(159306)上涨2.55%， 冲击4连涨。最新价报1.33元。拉长时间 看，截至2025年8月26日，汽车零件ETF近1周累计上涨3.53%。 汽车零件ETF紧密跟踪中证汽车零部件主题指数，成分股中较多涉及机器人产业链公司，受机器人板块 拉动，汽车零件ETF涨超2.5%。 中证汽车零部件主题指数从沪深市场中选取100只业务涉及汽车系统部件、汽车内饰与外饰、汽车电 子、轮胎等领域的上市公司证券作为指数样本，反映汽车零部件主题上市公司证券的整体表现。 数据显示，截至2025年7月31日，中证汽车零部件主题指数(931230)前十大权重股分别为汇川技术 (300124)、福耀玻璃(600660)、三花智控(002050)、拓普集团(601689)、赛轮轮胎(601058)、德赛西威 (002920)、华域汽车( ...

数据显示，截至2025年7月31日，中证汽车零部件主题指数(931230)前十大权重股分别为汇川技术 (300124)、福耀玻璃(600660)、三花智控(002050)、拓普集团(601689)、赛轮轮胎(601058)、德赛西威 (002920)、华域汽车(600741)、万丰奥威(002085)、银轮股份(002126)、双环传动(002472)，前十大权重 股合计占比40.36%。 汽车零件ETF(159306)，场外联接(平安中证汽车零部件主题ETF联接A：022731；平安中证汽车零部件 主题ETF联接C：022732；平安中证汽车零部件主题ETF联接E：024542)。 8月26日，国务院发布《关于深入实施"人工智能+"行动的意见》。其中指出：培育产品消费新业态。推 动智能终端"万物智联"，培育智能产品生态，大力发展智能网联汽车、人工智能手机和电脑、智能机器 人、智能家居、智能穿戴等新一代智能终端，打造一体化全场景覆盖的智能交互环境。加快人工智能与 元宇宙、低空飞行、增材制造、脑机接口等技术融合和产品创新，探索智能产品新形态。 机器人是人工智能重要的应用环节，受此催化机器人板块表现活跃。汽车零件 ...

Group 1 - Nvidia has announced a new robot "brain" set to be revealed on August 25, 2025, with a teaser post on social media [1] - The teaser included a black gift box and a card signed by Jensen Huang, indicating a focus on robotics [1] - At the SIGGRAPH conference on August 12, Nvidia introduced an open-source physics AI application and a robot vision reasoning model called Cosmos Reason [1] Group 2 - The China Securities Index for automotive parts tracks 100 listed companies involved in automotive systems, interiors, electronics, and tires [1] - The automotive parts ETF closely follows this index and saw a rise of over 1.4% during trading, driven by Nvidia's announcement [1] - As of July 31, 2025, the top ten weighted stocks in the automotive parts index account for 40.36% of the index, including companies like Huichuan Technology and Fuyao Glass [2]

Group 1 - The world's first order for 10,000 embodied intelligent humanoid robots has been signed, with a delivery target of at least 10,000 units by the end of 2026, aimed at home care and wellness [1] - Shandong Future Robotics aims to transform robots from simple tools into indispensable intelligent partners in family life, differing from traditional household robots [1] - The mechanical equipment team at Guojin Securities believes that increasing participation from application enterprises in the wellness sector, along with strong policy support, will accelerate the development of the robotics industry [1] Group 2 - The automotive parts ETF closely tracks the CSI Automotive Parts Theme Index, which includes many stocks related to the robotics industry, indicating potential benefits from the upcoming mass production cycle of robots [1] - As of July 31, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index account for 40.36% of the index, including companies like Huichuan Technology and Fuyao Glass [2] - The automotive parts ETF has several connection options available for investors, indicating a structured investment approach in the automotive parts sector [2]

Group 1 - The Shanghai Municipal Economic and Information Commission, along with two other departments, released an implementation plan to accelerate the development of "AI + manufacturing," which includes the establishment of "AI + manufacturing" factories and the practical deployment of various types of embodied intelligence, such as humanoid robots, in typical scenarios [1] - The automotive parts ETF closely tracks the CSI Automotive Parts Theme Index, which includes many companies involved in the robotics industry chain, indicating potential benefits from accelerated industry development. The automotive parts ETF saw an increase in early trading [1] - The CSI Automotive Parts Theme Index selects 100 listed companies from the Shanghai and Shenzhen markets that are involved in automotive system components, interior and exterior parts, automotive electronics, tires, etc., reflecting the overall performance of listed companies in the automotive parts theme [1] Group 2 - As of July 31, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index (931230) include Huichuan Technology (300124), Fuyao Glass (600660), Sanhua Intelligent Control (002050), Top Group (601689), Sailun Tire (601058), Desay SV (002920), Huayu Automotive (600741), Wanfeng Aowei (002085), Yinlun Co. (002126), and Shuanghuan Transmission (002472), with the top ten stocks accounting for a total of 40.36% of the index [1]

Group 1 - Guangdong has released funding guidelines for innovation projects in the artificial intelligence and robotics industry, with a maximum support of 50 million yuan per project [1] - The funding will cover up to 40% of the total cost of newly purchased R&D equipment and software for national-level manufacturing innovation centers, effective from September 1, 2025, to December 31, 2027 [1] - The supported projects include innovation capability construction for manufacturing centers, cultivation of quality enterprises in AI and robotics, and projects promoting AI-enabled new industrialization [1] Group 2 - Minsheng Securities indicates that automotive parts companies have strong customer positioning and mass production capabilities, with a high degree of relevance to robotics [1] - The automotive parts ETF closely tracks the CSI Automotive Parts Theme Index, which includes many companies involved in the robotics supply chain, leading to a more than 2% increase in the ETF [1] - The CSI Automotive Parts Theme Index consists of 100 listed companies from the Shanghai and Shenzhen markets, reflecting the overall performance of companies in automotive systems, interiors, electronics, and tires [1][2] Group 3 - As of July 31, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index account for 40.36% of the index, including companies like Huichuan Technology and Fuyao Glass [2] - The automotive parts ETF has several connection options for investors, including various classes of the ETF [2]

Group 1 - In July, the automotive production and sales reached 2.591 million and 2.593 million units respectively, with month-on-month declines of 7.3% and 10.7%, but year-on-year increases of 13.3% and 14.7% [1] - From January to July, automotive production and sales totaled 18.235 million and 18.269 million units, reflecting year-on-year growth of 12.7% and 12%, with production and sales growth rates expanding by 0.2 and 0.6 percentage points compared to the first half of the year [1] - The automotive market in July showed a performance that was not typical of a seasonal downturn [1] Group 2 - Desay SV Automotive reported a 45.8% year-on-year increase in net profit for the first half of the year, leading to significant stock price appreciation [1] - As of August 12, 2025, the CSI Automotive Parts Theme Index (931230) rose by 0.20%, with notable increases in component stocks such as Desay SV (up 8.22%) and Aerospace Science and Technology (up 4.34%) [1] - The CSI Automotive Parts Theme Index includes 100 listed companies involved in automotive systems, interiors, electronics, and tires, with the top ten weighted stocks accounting for 40.36% of the index [2]

Group 1 - The Shanghai Municipal Government has issued the "Implementation Plan for the Development of Embodied Intelligence Industry," aiming for breakthroughs in core algorithms and technologies in areas such as embodied models and embodied corpora, with a target of no less than 20 by 2027 [1] - The plan includes the establishment of at least 4 high-quality incubators for embodied intelligence, with goals to gather hundreds of industry backbone enterprises, implement 100 innovative application scenarios, and promote 100 internationally leading products, with the core industry scale expected to exceed 50 billion yuan [1] Group 2 - The Automotive Parts ETF closely tracks the CSI Automotive Parts Theme Index, which includes a significant number of companies from the robotics industry chain [1] - As of July 31, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index (931230) are Huichuan Technology, Fuyao Glass, Sanhua Intelligent Control, Top Group, Sailun Tire, Desay SV, Huayu Automotive, Wanfeng Aowei, Yinlun Holdings, and Shuanghuan Transmission, collectively accounting for 40.36% of the index [1] - The Automotive Parts ETF (159306) has several off-market connections, including Ping An CSI Automotive Parts Theme ETF Connect A, C, and E [1]

消息面上，无人化作战模式首次披露，公布视频中显示无人机"蜂群"、机器"狼群"协同作战演习。受此 催化，早盘机器人概念表现活跃，产业链中汽车零部件公司较多。 汽车零件ETF紧密跟踪中证汽车零部件主题指数，中证汽车零部件主题指数从沪深市场中选取100只业 务涉及汽车系统部件、汽车内饰与外饰、汽车电子、轮胎等领域的上市公司证券作为指数样本，反映汽 车零部件主题上市公司证券的整体表现。 数据显示，截至2025年7月31日，中证汽车零部件主题指数(931230)前十大权重股分别为汇川技术 (300124)、福耀玻璃(600660)、三花智控(002050)、拓普集团(601689)、赛轮轮胎(601058)、德赛西威 (002920)、华域汽车(600741)、万丰奥威(002085)、银轮股份(002126)、双环传动(002472)，前十大权重 股合计占比40.36%。 截至2025年8月4日 10:02，中证汽车零部件主题指数(931230)上涨0.46%，成分股隆盛科技(300680)上涨 7.64%，飞乐音响(600651)上涨5.94%，浙江荣泰(603119)上涨5.66%，建设工业(002265)上涨5 ...

Group 1 - The core viewpoint is that Shanghai will issue demonstration operation licenses for intelligent connected vehicles during the WAIC2025, allowing public access to Robotaxi services [1] - Traditional taxi companies will collaborate with technology firms to operate Robotaxis, combining operational experience with autonomous driving technology [1] - Minsheng Securities highlights that the valuation of auto parts is low, while medium-term growth prospects are strengthening, indicating optimism for the new energy vehicle industry chain and smart electric growth [1] Group 2 - As of July 25, 2025, the CSI Automotive Parts Theme Index (931230) has decreased by 0.89%, with mixed performance among constituent stocks [2] - The top-performing stock is Feile Audio, which rose by 6.32%, while the worst performer is Top Group, which fell by 3.97% [2] - The Automotive Parts ETF (159306) has decreased by 0.61%, with a recent price of 1.15 yuan, but has seen a 0.44% increase over the past week [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index account for 41.05% of the index [3] - The top ten stocks include Huichuan Technology, Fuyao Glass, and Sanhua Intelligent Control among others [3] - The Automotive Parts ETF has several connect funds, including those from Ping An [3]