1月20日，德科立跌5.01%，截至发稿，报134.90元/股，成交8.71亿元，换手率3.99%，总市值213.53亿 元。 资料显示，无锡市德科立光电子技术股份有限公司位于江苏省无锡市新吴区科园路6号，成立日期2000 年1月31日，上市日期2022年8月9日，公司主营业务涉及光收发模块、光放大器、光传输子系统的研 发、生产和销售,产品主要应用于通信干线传输、5G前传、5G中回传、数据链路采集、数据中心互联、 特高压通信保护等国家重点支持发展领域。主营业务收入构成为：传输类75.33%，接入和数据类 23.54%，其他1.13%。 数据显示，工银瑞信基金旗下1只基金重仓德科立。科创200ETF工银（589200）三季度持有股数8107 股，占基金净值比例为1.14%，位居第八大重仓股。根据测算，今日浮亏损失约5.77万元。 科创200ETF工银（589200）成立日期2025年7月23日，最新规模8609.61万。今年以来收益16.28%，同 类排名103/5542；成立以来收益35.94%。 科创200ETF工银（589200）基金经理为何顺。 责任编辑：小浪快报 截至发稿，何顺累计任职时间2年94天， ...

1月20日，仕佳光子跌5.05%，截至发稿，报78.82元/股，成交9.92亿元，换手率2.72%，总市值356.26亿 元。 截至发稿，何顺累计任职时间2年94天，现任基金资产总规模85.58亿元，任职期间最佳基金回报 79.5%， 任职期间最差基金回报7.61%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，工银瑞信基金旗下1只基金重仓仕佳光子。科创200ETF工银（589200）三季度持有股数2.63 万股，占基金净值比例为2.17%，位居第一大重仓股。根据测算，今日浮亏损失约11万元。 科创200ETF工银（589200）成立日期2025年7月23日，最新规模8609.61万。今年以来收益16.28%，同 类排名103/5542；成立以来收益35.94%。 科创200ETF工银（589200）基金经理为何顺。 资料显示，河南仕佳光子科技股份有限公司位于河南省鹤壁市淇滨区延河路201号，成立日期2010年10 月26日，上市日期20 ...

Group 1: Industry Overview - The humanoid robot sector is undergoing unprecedented transformation and technological breakthroughs, with significant developments highlighted by the release of the "Humanoid Robot Detection and Certification White Paper" in April 2025, which provides a systematic analysis of the industry's quality assurance system [1] - The World Robot Conference held in Beijing in August 2025 showcased over 200 domestic and international robot companies, emphasizing the current state and future trends of the industry [1] - Humanoid robots are a convergence of multiple industries and disciplines, heavily reliant on continuous advancements in AI technology, which has opened up vast development opportunities for the entire industry chain [1] Group 2: Investment Opportunities - 2025 is anticipated to be the "year of mass production" for the global humanoid robot industry, driven by technological advancements such as the application of biomimetic materials, the proliferation of high-precision sensors, and the progress of multimodal AI algorithms [2] - The industry expects robot shipments to exceed 100,000 units in 2025, marking the transition from laboratory concepts to commercial viability [2] - The reduction in production costs through modular design, supply chain optimization, and automated production lines is accelerating the mass production process, creating numerous investment opportunities across the industry chain [2] Group 3: Sector Analysis - In the upstream core components sector, there is significant investment potential in high-value areas such as reducers, six-dimensional force sensors, and lead screws [3] - Midstream manufacturers with system integration capabilities and proprietary application scenarios are gaining market attention and are viewed positively for their growth prospects [3] - The downstream application of humanoid robots spans various fields, including exhibitions, education, industrial manufacturing, and healthcare, with the potential for rapid growth as technology advances and application scenarios expand [3] Group 4: Market Performance - The Sci-Tech 200 Index has seen a robust increase of 54.90% year-to-date as of August 29, 2025, while the Sci-Tech Composite Index has risen by 43.29%, indicating strong market recognition and expectations for the sci-tech sector [3] - The performance of the Sci-Tech 200 ETF (589200) has shown strong momentum since its launch on August 8, 2025, with a trading volume of 756 million yuan and an average daily trading volume of 84 million yuan [4][5] Group 5: Fund Management and Strategy - The Sci-Tech 200 ETF (589200) is part of a comprehensive strategy by ICBC Credit Suisse to capture investment opportunities in the AI wave, focusing on smaller, more agile companies within the Sci-Tech sector [4] - ICBC Credit Suisse has developed a dual-driven, layered approach to investment in the technology sector, combining passive and active management strategies to provide diverse investment tools [7] - The firm has established a strong research and investment team with an average experience of over 12 years, ensuring the continuous evolution of investment philosophy and research culture [9]