In the two trading days after the Spring Festival, a number of robot-themed funds gained funding. Wind information data shows that from February 24 to 25, the total net inflow of 13 robot-themed funds exceeded 630 million yuan. Among them, ChinaAMC CSI Robot ETF and Tianhong CSI Robot ETF received net inflows of 303 million yuan and 181 million yuan respectively, ranking among the top products in this category.
As of February 25, the total scale of the above 13 robot-themed funds has exceeded 70 billion yuan, and three of them have product scales of more than 10 billion yuan, namely ChinaAMC CSI Robot ETF, E Fund National Securities Robot Industry ETF and Tianhong CSI Robot ETF; at the same time, there are The scale of 6 products ranges from 1 billion yuan to 10 billion yuan, namely Harvest CSI Robot ETF, Southern CSI Robot ETF, Fuguo National Securities Robot Industry ETF, Invesco Great Wall National Securities Robot ETF, China Merchants CSI Robot ETF and Penghua National Securities Robot Industry ETF.
The scale of robot-themed funds continues to grow, reflecting the increasing attention of investors and the continued inflow of funds. Huang Dong, fund manager of the Galaxy CSI Robot Index Initiated Fund, told a reporter from Securities Daily that the 2026 Year of the Horse Spring Festival Gala has become a stage for domestic humanoid robot companies to show their strength, revealing the leap of artificial intelligence products from "preset actions" to "autonomous intelligence". Its technological breakthrough lies in the leap in hardware rigidity and stability, realizing the leap from reliance on landmarks to fully autonomous fusion perception. "The growth prospects of the robot sector are promising. From an industrial perspective, the logic of capital has reversed, from 'casting a wide net' to focusing on leading companies with clear implementation scenarios and mass production capabilities. The cost of core robot components is declining rapidly, allowing mass production of robots to pass the cost barrier. From the demand side, benefiting from the popularity of industrial, household and medical scenarios, the demand for robot products will increase in the future." Huang Dong said.
"During the Spring Festival holiday, robot performances have become a highly recognizable technological highlight. Many domestic robot companies appeared on the same stage, demonstrating the technological accumulation and implementation capabilities of the domestic robot industry, further boosting the market's expectations for the development prospects of the domestic robot industry." A person from a public fund in Shanghai told reporters that from the perspective of industry trends, robot performances are not simply showing off skills, but an intuitive reflection of the domestic robot industry accelerating into the industrialization stage. The industry is ushering in the triple resonance of policy, technology, and commercialization. At the same time, judging from the industrial chain companies covered by the China Securities Robot Index constituent stocks, most of them are concentrated in the fields of industry and information technology, which reflects the development trend of the upstream, midstream and downstream of the robot industry to a certain extent. These companies are mostly high-quality companies with core technologies, covering key links such as core components, ontology manufacturing, and system integration. It is expected that the market's attention to the robot track will continue to increase, and the industry will also have greater room for development.
