The Zhongguancun Forum annual conference featured a high level of robots “concentration.” Robot ETF Yinhua (562360) rose by more than 2%, and Jingpin Special Decoration rose by more than 11%.

On March 25, the robotics sector was active. Among popular ETFs, the Galaxy Robotics ETF Yinhua (562360) was up more than 2% as of the time of publication. Among constituent stocks, Jingpin Special Equipment was up more than 11%, while many other stocks also rose, including Yingsfeng Environment, Daji Laser, Jingye Intelligent, Kori Technology, and Bojie Shares.

Galaxy Robotics ETF Yinhua (562360) tracks the CSI Robotics Index. This index selects stocks of system solution providers, digitized workshops and production line system integrators, automation equipment manufacturers, automation parts suppliers, and other related companies as sample constituents, to reflect the performance of robotics-industry-related stocks.

In the news, according to Beijing Daily, the 2026 Zhongguancun Forum annual conference will be held from March 25 to 29. At the forum’s venue, the “concentration” of robots hit a new high again, with a wide range of multi-category, multi-purpose embodied intelligent robots fully integrated into the scenes at the forum. Whether at the main venue of the Zhongguancun International Innovation Center, the Exhibition Center of the Zhongguancun National Independent Innovation Demonstration Zone, or even the news center, visitors can encounter robots at any time and receive diversified services such as consultation and guidance, technology showcases, and interactive exchanges provided by the “robot team.”

Overseas, according to Securities Times, Amazon said it has acquired the startup Fauna Robotics, which builds “approachable” humanoid robots specifically for consumers and enterprises. The deal terms were not disclosed. An Amazon spokesperson said: “We are very excited about Fauna’s vision—to build powerful, safe, and reliable robots full of fun for everyone. With Amazon’s expertise in the robotics field and decades of experience earning consumer trust through retail and devices, we look forward to creating new ways to make consumers’ lives better and easier.”

China Yuan Securities believes that the turning point for large-scale production and commercial applications of humanoid robots may be approaching. The industry is gradually entering a stage of standardized development, and the evolution of embodied intelligence—its autonomy and generalization capabilities—moves in parallel into an acceleration track. In 2026, it may gradually progress from small-batch verification to a new “1-10” stage. It is recommended to pay attention to upstream components and relevant targets of main manufacturers.

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