Robot and Semiconductor ETFs Lead as Humanoid Robot Stocks Surge
China-Korea semiconductor, robot and communication ETFs led gains, while liquor, food and beverage and agriculture ETFs declined, with the ChiNext ETF seeing active trading. The humanoid robot concept surged: Fuhan Micro and Arcvideo Technology rose 20%, and more than ten stocks—including Dafeng Industrial, Wanxiang Qianchao and Wuzhou Xinchun—climbed 10%. Unitree Robotics gained over 8%. Shanghai proposed deploying 8,000 humanoid robots in factories by 2028, a policy signal supporting embodied AI commercialization. At the same time, the AI computing power supply chain is reporting a dense batch of third-quarter results, reinforcing investor interest in robotics and related hardware. The session illustrates how policy catalysts and earnings momentum are driving sector rotation across China's ETF market. Investors are watching whether the rally can broaden beyond concept stocks as fundamentals improve.