高端制造行业ETF双周报：科创板或迎来首家具身智能机器人公司

恒泰证券股份有...2025-07-15

行情回顾：（一）行业ETF 行情回顾：上两周，市场在前期回调的基础上整体呈现反弹态势，军工指数在大幅前期上涨后经历了一定的回调，至上周下半周重拾升势，以机器人和工业母机为代表的自动化设备类指数表现较为平淡；（二）行业整体表现：根据万得资讯数据，上两周机械装备（申万行业：机械设备）板块指数上涨2.47%，位居20/31 位；国防军工（申万行业：国防军工）板块指数上涨2.99%，位居15/31 位。...

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