On June 3, the industrial machine ETF Cathay Pacific (159667) performed well during the session, rising 5.5%, and the net inflow of funds yesterday exceeded 40 million yuan. This phenomenon has attracted widespread market attention to the demand for machine tools and the restoration of the manufacturing boom.
Xiangcai Securities pointed out that from January to April, the total profit of my country’s manufacturing industry showed an accelerated growth trend. In April, the PPI continued to rebound year-on-year and was positive for 2 consecutive months. This series of data effectively verified that the prosperity of my country’s manufacturing industry is continuing to rebound.
Inovance Technology also stated in investor exchange activities that the current growth of industrial automation is driven by three aspects: emerging industries, national-level investment projects, and industrial independent and controllable needs. Industrial automation and precision manufacturing needs continue to become the focus.
Judging from actual data, since the beginning of this year, my country’s metal cutting machine tools, industrial robot production and forklift sales have maintained rapid growth, which fully proves that the downstream demand for general equipment is in a high boom state.
In the robotics sector, Tesla’s Texas Robot Super Factory has officially started construction, and the Fremont robot production line has also started switching. This has brought new opportunities to domestic industry chain-related companies, and it is expected to receive order confirmations one after another.
At the same time, the Yushu Technology Conference is imminent, and the capitalization of the domestic humanoid robot industry continues to accelerate.
In the future, as the data flywheel effect promotes technological progress, humanoid robot production capacity, unit production costs and terminal demand are expected to enter a positive cycle, promoting explosive growth in the production and sales of humanoid robots in my country and around the world.
The Industrial Machine Tool ETF Cathay (159667) tracks the CSI Machine Tool Index (931866). This index selects the securities of listed companies involved in the entire industry chain of machine tools, CNC systems, spindles, cutting tools and other businesses from the Shanghai and Shenzhen markets as index samples to reflect the overall performance of the securities of listed companies related to the machine tool industry.
The index consists of 50 constituent stocks and is biased towards small and mid-cap stocks. When selecting samples, it focuses on the profitability, growth and R&D innovation capabilities of companies. Its industry distribution is mainly concentrated in the field of machinery and equipment, and also covers non-ferrous metals, power equipment and other related industries.
However, investors need to be reminded that the mention of individual stocks is only used for industry event analysis and does not constitute any individual stock recommendation or investment advice.
The short-term rise and fall of indices and other indicators are for reference only and do not represent their future performance, nor do they constitute a commitment or guarantee for the performance of the fund.
Views may be adjusted as the market environment changes and do not constitute investment advice or commitment.
Mentioning that funds have different risk and return characteristics, investors are advised to read the fund’s legal documents carefully, fully understand the product elements, risk levels and income distribution principles, choose products that match their own risk tolerance, and invest prudently.
Please consult legal documents regarding fund rates.
