机器人概念股早盘回调，截至午间收盘，国证机器人产业指数下跌1.7%，中证智能电动汽车指数下跌4.5%，中证消费电子主题指数下跌3.9%，中证物联网 主题指数下跌2.6%，机器人ETF易方达（159530）早盘获近1亿份净申购。Wind数据显示，截至昨日，该产品最新规模达133亿元，续创历史新高。 | 该指数聚焦的Al硬件是目前 | 截至午间收盘 | 该指数 | 该指数自2020年 | | --- | --- | --- | --- | | 主要的智能终端品类，由业 | 该指数涨跌 | 滚动市盘率 | 发布以来估值分位 | | 务涉及元器件生产、整机品 | | | | | 牌设计及生产等消费电子相 关公司股票组成。 | -3.9% | 68.9倍 | 100.0% | | 物联网ETF易方达 | | | 159895 | | 跟踪中证物联网主题指数 | | | | | | | | ··· //////// | （文章来源：每日经济新闻） ...

截至午间收盘，中证智能电动汽车指数上涨2.2%，国证机器人产业指数上涨1.9%，中证消费电子主题指数上涨 1.0%，中证物联网主题指数上涨0.5%，机器人ETF易方达（159530）半日净申购近6000万份。Wind数据显示， 该产品上周连续5个交易日获资金净流入，合计约9亿元。 （文章来源：每日经济新闻） | 务涉及元器件生产、整机品 牌设计及生产等消费电子相 关公司股票组成。 | 1.0% | 65.4倍 | 99.6% | | --- | --- | --- | --- | | 物联网ETF易方达 | | | 159895 | | 跟踪中证物联网主题指数 | | | ··· | | 该指数聚焦的物联网是智能 终端实现万物互联的重要基 | 截至午间收盘 该指数涨跌 | 该指数 滚动市盈率 | 该指数自2015年 发布以来估值分位 | | 础,由业务涉及信息采集、 | | | | | 信息传输、物联网应用领域 的公司股票组成。 | 0.5% | 33.5倍 | 52.2% | ...

Group 1 - The robotics sector experienced a narrowing of its decline in the afternoon, with the China Securities Intelligent Electric Vehicle Index rising by 0.9%, the China Securities Consumer Electronics Theme Index increasing by 0.01%, and the China Securities Internet of Things Theme Index up by 0.4% [1] - The E Fund Robotics ETF (159530) saw over 100 million net subscriptions throughout the day, accumulating a total of 2.7 billion yuan in net inflows over the past week, bringing its latest scale to over 12 billion yuan, marking a historical high [1] - At the opening ceremony of the 25th China International Industry Fair, the Ministry of Industry and Information Technology stated that during the 14th Five-Year Plan period, it will focus on achieving new industrialization, fostering emerging and future industries, and establishing a growth mechanism for future industry investments [1] Group 2 - The Ministry of Industry and Information Technology aims to strengthen research and application promotion of cutting-edge technologies, opening new avenues in fields such as humanoid robots and brain-computer interfaces, and creating pilot zones for future industries [1]

Group 1 - The core viewpoint of the article highlights the performance and valuation metrics of the Internet of Things (IoT) ETF managed by E Fund, which tracks the CSI IoT Theme Index [3] - The index focuses on companies involved in information collection, transmission, and IoT applications, emphasizing the importance of smart terminals for achieving connectivity [3] - Since its inception in 2015, the index has shown a rolling price-to-sales ratio of 32.6 times and a valuation percentile of 47.1% [3] Group 2 - The index experienced a daily change of 2.7%, indicating fluctuations in market performance [3] - The ETF's composition includes stocks that are critical to the IoT ecosystem, reflecting the growing significance of this sector in the broader market [3] - The ETF's market capitalization and trading volume are significant, with a reported volume of 159,895 [3]

| 关公司股票组成。 | 0.6% | 60.7倍 | 99.3% | | --- | --- | --- | --- | | 物联网ETF易方达 | | | 159895 | | 跟踪中证物联网主题指数 | | | ·· ////////// | | 该指数聚焦的物联网是智能 终端实现万物互联的重要基 | 截至午间收盘 该指数涨跌 | 该指数 滚动市销率 | 该指数自2015年 发布以来估值分位 | | 础,由业务涉及信息采集、 | | | | | 信息传输、物联网应用领域 的公司股票组成。 | 0.4% | 32.1倍 | 44.3% | 截至午间收盘，国证机器人产业指数上涨2.8%，中证智能电动汽车指数下跌0.2%，中证消费电子主题指数上涨0.6%，中证物联网主题指数 上涨0.4%。机器人ETF易方达（159530）半日净申购近2亿份，截至昨日，该产品已连续6个交易日获净流入，最新规模超90亿元。 每日经济新闻 ...

截至午间收盘，中证智能电动汽车指数上涨3.6%，国证机器人产业指数上涨2.0%，中证消费电子主题指数上涨0.8%，中证物联网主题指数 上涨0.3%。机器人ETF易方达（159530）半日获近1.5亿份净申购，该产品上周获近20亿元资金净流入，居机器人相关ETF第一。 | 关公司股票组成。 | 0.8% | 61.0倍 | 99.5% | | --- | --- | --- | --- | | 物联网ETF易方达 | | | 159895 | | 跟踪中证物联网主题指数 | | | - . . . /////////// | | 该指数聚焦的物联网是智能 终端实现万物互联的重要基 础,由业务涉及信息采集、 | 截至午间收盘 该指数涨跌 | 该指数 滚动市销率 | 该指数自2015年 发布以来估值分位 | | 信息传输、物联网应用领域 的公司股票组成。 | 0.3% | 32.2倍 | 45.0% | 每日经济新闻 ...

Group 1 - The core focus of the article is on the performance of the Internet of Things (IoT) ETF managed by E Fund, which tracks the China Securities IoT Theme Index, highlighting its significance in the smart terminal sector for achieving connectivity among devices [3][4] - As of the midday close, the index experienced a slight decline of 0.4%, with a rolling price-to-sales ratio of 31.1 times and a valuation percentile of 37.2% since its inception in 2015 [3] - The index comprises stocks from companies involved in information collection, transmission, and IoT application fields, indicating a diverse representation of the IoT industry [3]

Group 1: Market Performance - The CSI Intelligent Electric Vehicle Index increased by 1.9% [1] - The CSI Consumer Electronics Theme Index rose by 1.8% [1] - The CSI Internet of Things Theme Index saw a rise of 1.7% [1] - The National Robot Industry Index grew by 1.5% [1] - The robot ETF E Fund (159530) recorded a net subscription of 67 million units in half a day [1] Group 2: ETF Focus Areas - The Robot ETF tracks the National Robot Industry Index, focusing on the robot industry, including core components and humanoid robots, which account for nearly 80% [3] - The Intelligent Electric Vehicle ETF tracks the CSI Intelligent Electric Vehicle Index, which covers various systems in the electric vehicle industry chain [3] - The Consumer Electronics ETF tracks the CSI Consumer Electronics Theme Index, focusing on AI hardware and related companies [3] - The Internet of Things ETF tracks the CSI Internet of Things Theme Index, emphasizing companies involved in information collection and transmission [3]

Market Performance - The CSI Consumer Electronics Index decreased by 0.5%, the CSI IoT Index fell by 0.7%, the National Robot Industry Index dropped by 2.3%, and the CSI Smart Electric Vehicle Index declined by 4.5% this week [1] - The E Fund Robot ETF (159530) saw a net inflow of 130 million yuan this week, ranking first among all robot ETFs in the market [1] Market Forecast - IDC predicts that the global robot market will exceed 400 billion USD by 2029, with China accounting for nearly half of this market [1] - In 2024, the global shipment of commercial service robots is expected to surpass 100,000 units, with Chinese manufacturers holding an 84.7% market share [1] - IDC highlights that embodied intelligent robots are a significant direction for the development of robot intelligence, catering to diverse and complex application scenarios [1] Index Valuation - The rolling price-to-sales ratios for the indices are as follows: National Robot Industry Index at 4.7x, CSI Smart Electric Vehicle Index at 26.0x, CSI Consumer Electronics Index at 47.1x, and CSI IoT Index at 27.2x [2] - The valuation percentiles indicate that the National Robot Industry Index is at the 98.5th percentile, the CSI Smart Electric Vehicle Index at the 64.3rd percentile, the CSI Consumer Electronics Index at the 83.9th percentile, and the CSI IoT Index at the 21.5th percentile [2] Sector Insights - The National Robot Industry Index consists of humanoid, industrial, and service robots, with humanoid robots making up 53%, service robots 17%, and industrial robots 30% [4] - The CSI Smart Electric Vehicle Index focuses on smart electric vehicles, which are expected to be a representative direction for embodied intelligence, covering various segments of the industry chain [5] - The CSI Consumer Electronics Index emphasizes AI hardware, which is currently the main category of smart terminal products, including companies involved in component production and complete product design [6] - The CSI IoT Index focuses on the Internet of Things, which is essential for achieving connectivity among smart terminals, comprising companies involved in information collection, transmission, and IoT applications [7]