On August 1, the robotics concept was active in early trading. Among popular ETFs, the Robot ETF Fund (562360) rose 0.31% as of press time. Among its constituent stocks, Dongjie Intelligent surged nearly 6%, followed by Keyuan Wisdom, Yunshan Lifei-U, Shuanghuan Transmission, Topband, Bojie Shares, Dahua Technology, and others.

The Robot ETF Fund (562360) tracks the CSI Robotics Index, which selects system solution providers, digital workshop and production line system integrators, automation equipment manufacturers, automation component suppliers, and other related companies as sample stocks to reflect the performance of the robotics industry.

In terms of news, according to Xinhua News, the State Council executive meeting held on July 31 reviewed and approved the Opinions on Deepening the Implementation of the "AI+" Initiative, emphasizing that as AI technology rapidly evolves, it is crucial to deepen the "AI+" initiative, vigorously promote large-scale commercial AI applications, and leverage China's advantages—such as a complete industrial system, vast market size, and abundant application scenarios—to accelerate AI adoption and deep integration across economic and social sectors, forming a virtuous cycle where innovation drives application and application spurs innovation.

China has over 300 listed AI companies, with AI-related revenue accounting for about 70% of the country's total AI industry scale. AI unicorns are widely distributed across innovation fields, with the top five currently including large models, autonomous driving, intelligent robots, commercial AI applications, and AI computing chips.

Great Wall Securities pointed out that humanoid robots are currently in the "factory worker" stage, with industries such as automakers, home appliances, and cloud providers continuously expanding the robotics market. Orders for humanoid robots are accelerating, and as domestic and international humanoid robots rapidly iterate, robotics is gradually evolving from hardware to "brain" (AI) development. With accelerated financing for robotics companies, humanoid robots will enter a phase of rapid growth, and the firm remains optimistic about investment opportunities in the related industry chain.

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