As of 09:41 on March 25, 2025, the CSI Robot Index (H30590) rose 0.30%, the constituent stocks Hongxun Technology (603015) rose 10.02%, Xinjie Electric (603416) rose 8.78%, Zhenbang Intelligent (003028) rose 5.10%, Qinchuan Machine Tool (000837) rose 4.88%, and PIA Intelligent (688306) rose 4.36%. The robot ETF fund (562360) rose 0.30%, the latest price was 1.02 yuan, and the intraday turnover has reached 5.0166 million yuan, with a turnover rate of 1.13%.

In the long run, as of March 24, 2025, the robot ETF fund has risen by 15.32% in the past three months.

In terms of capital inflow, the latest net inflow of robot ETF funds was 10.0765 million yuan. In the long run, in the past 10 trading days, a total of 30.057 million yuan has been absorbed.

Soochow Securities said that the robot sector will accelerate its rise in the short term and then pull back normally, and it will not change the long-term optimistic trend of the plate, and the humanoid robot is expected to take the lead in the factory in 2025. Model-side: language model-multimodal model-embodied model, the difficulty has soared by orders of magnitude, and the current model side is a barrier to the realization of real generalized applications of humanoid robots. Overseas Tesla adheres to end-to-end, while domestic manufacturers mostly adopt a hierarchical model. The main reason hindering the development of the model side is the lack of big data training for robot practical operation, and the simulation is difficult to solve the problem of sim2real in the short term. However, in the long run, humanoid robots, as the best carrier of AI, are expected to fully benefit from the progress of AI technology and continuously accelerate the industrialization process.

Western Securities said that the popularity of the humanoid robot industry continues to rise, and it shows a trend of gradually spreading from the field of structural parts to the electronic parts industry. The electronic and electrical architecture of humanoid robots covers perception, regulation and execution, and its basic principles are very similar to those of intelligent driving. In addition, most of the participants in the humanoid robot industry chain are from the automotive field, so there is potential for synergistic development in the electronics industry chain.

Related product: Robot ETF Fund (562360).