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As of 10:50, the CSI Artificial Intelligence Thematic Index fell 0.3%, while the CSI Robotics Industry Index rose 0.3%.

Recently, the 5th China Robotics Annual Conference was successfully held, with reports and discussions on large models and embodied intelligence, advanced industrial robots, medical robots, humanoid robots, etc. Nearly 20 outstanding companies in the industry showcased their latest technological achievements and products in the fields of artificial intelligence and robotics, promoting cooperation between the academic and industrial circles in the field of domestic robotics, and is expected to accelerate the transformation of scientific and technological achievements and promote the vigorous development of the robotics industry.

Shanghai Securities believes that the humanoid robot industry chain is currently in a stage of accelerating from "0-1" to "1". 2024 is the first year of the commercialization of humanoid robots. In 2024, the humanoid robot industry chain may experience the establishment of product designation and supply chain from B to C, and the commercialization of humanoid robots can be expected.

The CSI Artificial Intelligence Thematic Index focuses on the leaders of each segment of the artificial intelligence industry chain, with a relatively balanced industry distribution; the CSI Robot Industry Index focuses on artificial intelligence hardware terminals, with a high proportion of the machinery manufacturing industry. Products such as the Artificial Intelligence ETF (159819) and the Robot 100 ETF (159530) can help investors layout the leaders of the industry chain.

Daily Economic News