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By the close of trading, the Guozheng Robot Industry Index had declined by 1.2%. Analysts at Debon Securities noted that humanoid robots are transitioning from the “laboratory” stage to “large-scale deployment”. According to the 2026 Humanoid Robot Industry Development Report, domestic shipments of humanoid robots in the first half of 2026 exceeded 40,000 units, accounting for 97% of the global total. The industry is now moving into the deep-water zone of “full-scale rollout”, signaling a shift away from small-batch pilot programs toward routine, standardized deployment.

In a parallel development, a joint innovation consortium for robot technology has been established among central state-owned enterprises, marking a transition from fragmented breakthroughs to a new phase characterized by national coordination, leadership from central enterprises, and collaboration across the entire supply chain. For investors seeking exposure to this accelerating trend, the E Fund Robot ETF (159530) offers a targeted vehicle to participate in the sector’s growth momentum.