Global X中国机械人及人工智能ETF(02807)：乘人形机器人与Robotaxi商业化东风

智通财经10-30

智通财经APP获悉，日前，未来资产环球投资(香港)有限公司分析师黄一民发布研究报告表示，作为聚焦中国领先机器人及人工智能企业的投资工具，Global X中国机械人及人工智能ETF(02807)覆盖了人形机器人和Robotaxi这两大最具代表性的实体AI应用领域，将充分受益于人形机器人订单、融资、政策三重利好与Robotaxi商业化提速，展现强劲的增长动力。报告指出，中国人形机器人领域商业化进程显著...

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X中国机械人及人工智能ETF(02807)覆盖了人形机器人和Robotaxi这两大最具代表性的实体AI应用领域，将充分受益于人形机器人订单、融资、政策三重利好与Robotaxi商业化提速，展现强劲的增长动力。报告指出，中国人形机器人领域商业化进程显著提速。主要厂商如智元、宇树及优必选(09880)在过去两个月内宣布了数百万美元订单，其中优必选于9月获得2.5亿元订单，创下全球迄今最大规模纪录。多数集成商计划在今年实现数百至数千台的交付目标。与此同时，人形机器人领域融资环境持续火热，宇树科技于6月完成C轮融资，估值高达120亿元，据称已启动IPO进程。上市企业(如优必选通过配股)与私营企业(如智元通过战略投资)均成功完成最新一轮融资。此外，阿里巴巴(09988)、京东(09618)等科技巨头也通过投资布局人形机器人赛道。政策支持是另一大关键驱动力。人形机器人已被中央政府列为战略性重要产业，地方政府如北京和浙江宣布了到2027年部署1-2万台人形机器人的目标，一些地方政府为人形机器人的采用提供高达机器人价格30%的补贴，为产业发展注入强心针。另外，在自动驾驶领域，Robotaxi(无人驾驶出租车)的商业化步伐正在加快。中国作为Robotaxi领域的全球领军者，拥有超过2000辆的车队规模，其中大约1000辆为百度Apollo Go。Robotaxi的单位盈利能力也正在改善，收入端日均订单量和平均订单价格有望提升，成本端远程辅助支出和单车硬件成本预计将持续下降。报告提到，Global X中国机械人及人工智能ETF投资于中国领先的机器人和人工智能公司，有40%的成分股涉足人形机器人供应链，跨越大脑（百度、科大讯飞）、机器人零部件（汇川技术、双环、兆威）和整合商（优必选），同时前瞻性布局了地平线机器人(09660)、Pony 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