On May 22, the Robot ETF Zhaoshang (560770) opened high and is currently up over 1%, with weighted stocks such as Han's Laser, Inovance Technology, iFlytek, Zhongkong Technology, Grepow, and Dahua Technology all rising. Data shows that the top ten constituent stocks of the Robot ETF Zhaoshang (560770) account for nearly 56% of the underlying index, with a higher concentration among leading companies.
Recently, intelligent robots have received high-level guidance again! On May 18, Premier Li Qiang emphasized during a research visit in Beijing on the innovation and industrial development of intelligent robot technology that we should promote the deep integration of artificial intelligence and advanced manufacturing, adhere to innovative development, highlight application orientation, and actively promote the iteration and upgrading of intelligent robots.
Intelligent robots integrate large models, high-end manufacturing, new materials, and other new technologies, serving as an important carrier for the integrated development of artificial intelligence and advanced manufacturing. In recent years, China's intelligent robot technology has accelerated its iteration and upgrading, becoming increasingly widely applied across various industries and fields in the economy and society. We must continue to strengthen basic research, tackle key core technologies, and explore cutting-edge technologies, build technology innovation and industrial service platforms, construct high-level data training grounds, and accelerate innovative breakthroughs in complete products, key components, intelligent decision-making, and control systems, providing strong support for the high-quality development of the intelligent robot industry.
In terms of news, on May 21, Tesla's vice president announced that the last batch of Model S/X vehicles has rolled off the production line at the Fremont factory in California, which will soon be transformed into a production line for humanoid robots. AMD CEO Lisa Su mentioned that the next major trend will be physical artificial intelligence, including robotics, and significant growth is expected in the AI PC sector.
Dongxing Securities pointed out that the robotics industry has moved from technology validation to an accelerated phase of commercialization. Tesla's G3 is set to be released in July-August, with mass production imminent. Leading domestic companies are achieving breakthroughs in both shipments and capitalization, and with the added synergy of ecosystems, the certainty of industrialization continues to improve. Meanwhile, domestic leaders are speeding up progress, with Yushu and Zhiyuan both setting a target of over 10,000 units shipped by 2026, achieving year-on-year growth of more than 1-3 times. From the sector performance perspective, the humanoid robot sector has been in continuous adjustment since reaching its annual high in January 2026, and the current adjustment is basically complete. Coupled with the intensive landing of industrial catalysts, expectations for capital inflow have increased, providing high allocation value.
Guojin Securities analyzes that in previous rounds of market volume increases, the robotics market has never been absent from risk preference switches. Looking ahead, as the industry continues to advance, the key will be Tesla's mass production ramp-up in Q3 2026. Core industrial chain formal orders are expected to gradually land by the end of May, and in Q3 and Q4, overseas production capacity ramp-up will gradually increase, preparing for significant volume growth next year. This year, investment in the robotics sector is expected to shift from thematic investment to industrial trend investment, and it is recommended to pay attention to the strategic turning point of robotics from theme to industrial trend.
The Robot ETF Zhaoshang (560770) tracks the CSI Robot Index. According to the official website of the CSI Index, its top ten constituent stocks include iFlytek, Inovance Technology, Han's Laser, Top Group, Zhongkong Technology, Stone Technology, Shuanghuan Transmission, Grepow, and Yuntian Lifeng
From past performance, as of May 20, the CSI Robotics Index has risen 17.2% year-to-date, with a lower level of congestion compared to other technology sectors; the National Robotics Industry Index has increased nearly 6.1% during the same period, with the CSI Robotics Index outperforming the National Robotics Industry Index by 11 percentage points

BOTZ

AMD CEO Lisa Su stated that a significant trend in the future will be physical artificial intelligence and robotics technology. Recently, Premier Li Qiang emphasized the need to promote the deep integration of artificial intelligence with the manufacturing industry and to facilitate the iterative upgrading of intelligent robotics technology. Tesla plans to transform its factory into a production line for humanoid robots, and the robotics industry is expected to accelerate its commercialization, with domestic companies likely to see a substantial increase in shipments

- On May 22, 2026, the Robot ETF (560770) opened strong with over a 1% increase, driven by gains in major stocks like Da Zhu Laser and Hui Chuan Technology.  
- Recent statements from Premier Li Qiang emphasize the need for deep integration of artificial intelligence and advanced manufacturing, aiming to boost the country's smart robotics sector.  
- Analysts are optimistic about the commercialization of the robotics industry, projecting significant growth as companies like Tesla prepare to launch new products, enhancing investment opportunities in the sector.

同壁财经

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Global X Robotics & Artificial

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iShares Semiconductor ETF

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Global X Funds Global X Artificial Intelligence & Tech ETF

Simplify Volt TSLA Revolution ETF

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VanEck Semiconductor ETF

VanEck Robotics ETF

Invesco Semiconductors ETF

Roundhill Generative AI & Tech ETF

Invesco AI and Next Gen Software ETF

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Invesco PHLX Semiconductor ETF

ROBO Global Robotics

SPDR S&P Semicon

Direxion Daily AMD Bull 2X Shares

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Tesla

AMD's Lisa Su: The next major trend will be physical artificial intelligence, including robotics technology