On February 26, German Chancellor Merz visited Yushu Technology, a robotics company based in Hangzhou. This visit is seen as a significant step towards enhancing cooperation between China and Germany in the field of intelligent robotics. Yushu Technology’s robotic products have been featured multiple times on CCTV’s Spring Festival Gala and in international competitions. During the visit, executives from German companies actively interacted with the robots, showcasing a strong interest in technological advancements.
In the realm of robotics investments, the Robotics ETF (159770) performed exceptionally well, with nearly 20 million units subscribed yesterday, making it the top fund in its category on the Shenzhen Stock Exchange. The ETF’s underlying index closed with a 0.48% increase, while the total trading volume reached 3.82 billion yuan, and the turnover rate was 3.6%. Notable performers among the ETF’s component stocks included Dazhu Laser, which hit its daily limit, and YunTian LiFei-U, which surged over 5%. Other stocks such as Kuaike Intelligent and Bojie Co., also saw gains.
According to Wind data, the Robotics ETF (159770) has seen a consistent influx of capital over the past three trading days, with a net inflow of 715 million yuan over the last ten days. As of February 25, 2026, the fund’s total assets amounted to 10.659 billion yuan, making it the largest fund of its kind in the Shenzhen market.
The Robotics ETF closely tracks the robotics index, with its industry allocation primarily consisting of automation equipment (42.75%), software development (11.1%), and automotive components (10.3%). The top five component stocks are iFlytek, Huichuan Technology, Top Group, Zhongkong Technology, and Dazhu Laser. Additionally, the ETF includes two off-market connection funds (Class A: 014880; Class C: 014881).
Furthermore, reports from the China Blue News indicate that Merz’s delegation included executives from approximately 30 leading German companies, highlighting Germany’s commitment to pragmatic cooperation. In a related development, the Thailand Investment Board has recently authorized five Chinese manufacturers, including four from Zhejiang province, to establish factories locally to produce core components for humanoid robots. Guojin Securities has noted that embodied intelligence is nearing a critical threshold, with the commercialization of humanoid robots on the horizon. They identified four key scenarios: ToB guided sales, ToB special operations, ToC emotional companionship, and ToC home care, emphasizing breakthroughs in cognitive capabilities as crucial for advancement.
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