The robotics sector is strongly rebounding; the Galaxy CSI Robotics Index is worth paying attention to.

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On April 8, the A-share market continued to rise in the afternoon, with the robotics sector surging significantly. By 2:20 PM, the CSI Robotics Index was up 5.76%. Among the relevant constituent stocks, Han’s Laser was up 10.01%, Zhongkong Technology was up over 9%, Green Harmonics was up 8.84%, while Top Group, Ecovacs, iFlytek, and others continued to follow the upward trend.

A research report from CITIC Securities said that investors should focus on high-quality segments within the humanoid robot industry chain. The firm noted that Tesla’s Optimus V3 continues to be continuously “warmed up,” its Gen3 product release schedule meets expectations, and its mass-production plan is clear. The report analyzes that, as a general-purpose robot, Optimus can learn by observing human behavior, Tesla is leading the global transformation of the “physical AI” industry, and it continues to iterate through a “data—algorithms—hardware” closed-loop. In addition, the product is expected to extend from B-side to C-side, gradually opening up room for market expectations at the level of millions of units.

Guotai Junan Securities believes that humanoid robots are accelerating from technical validation toward large-scale mass production, and that the deep integration of AI with embodied intelligence is the core engine. With costs declining and scenario penetration increasing, robots are expected to become a trillion-yuan terminal market. In the short term, attention should be paid to a potential surge in demand for upstream core components.

Against this backdrop, the Galaxy CSI Robotics Index Initiating Fund (A: 021301, C: 021302) is worth investors’ attention. As an established fund company in China with strong asset management capabilities, Galaxy Fund has been deeply engaged in asset management for 23 years. As a fund product under Galaxy Fund that closely tracks the CSI Robotics Index, the Galaxy CSI Robotics Index Initiating Fund closely tracks listed A-share robotics sector companies, providing investors with convenience in allocating to the robotics sector.

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