Want to understand the allocation logic of funds related to robotics? Take a look at the top ten holdings of this ETF and you'll see clearly.
Inovance Technology ranks first with a 10.01% allocation. As a leader in industrial automation and core components for new energy vehicles, this company's competitiveness is unquestionable. Following closely is iFlytek, with a 9.29% share, and its position in the AI large model industry needs no elaboration. Top Group ranks third, with an 8.16% holding, reflecting market recognition for a platform leader in automotive parts.
Looking further down, Dahua Technology and Han's Laser hold 4.34% and 4.11% respectively. The former is a major player in global smart IoT solutions, while the latter dominates the field of intelligent manufacturing equipment worldwide. Shuanghuan Transmission, Stone Technology, and ZKTeco have holdings of 3.71%, 3.69%, and 3.62%, respectively, representing leaders in high-precision gear manufacturing, intelligent cleaning robots, and industrial automation and smart manufacturing solutions.
Lede harmonic, as a domestic leader in harmonic reducers, takes a 2.88% share. The final spot is occupied by a robotics company with a 2.64% holding. As China's leading provider of industrial robots and smart manufacturing solutions, it also has a place in this ETF. This list essentially outlines the core participants across the entire robotics and intelligent manufacturing industry chain.
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PumpDetector
· 01-05 15:18
nah the weighting here feels off... huichuang at 10% just screams institutional accumulation phase tbh. they always frontload these things when smart money's positioning. red flag or green? idk reading between the lines rn
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JustHereForAirdrops
· 01-05 14:14
Inovance Technology's recent bet is quite bold, with a full 10% position... But to be fair, the AI + robotics track is indeed hot.
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DeFiAlchemist
· 01-05 13:01
ngl the portfolio concentration here is giving me vibes of an unsustainable transmutation... those top 3 holdings are basically carrying the entire weight 🤔 where's the diversification alchemy?
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NestedFox
· 01-03 14:03
Huichuan, iFlytek, and Topu, these old friends, are gathering again, giving a sense of a closed-loop industry chain.
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SandwichDetector
· 01-02 15:49
Inverter and iFlytek are the two leading companies; this configuration approach is still clear.
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DataBartender
· 01-02 15:47
Inspur and iFlytek support half the sky; this configuration approach is indeed clear.
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MEVHunter
· 01-02 15:34
Well, this configuration logic is actually betting on the synergistic effect of the industry chain. The combination of Huichuan and iFlytek accounts for nearly 20% of the weight, which is quite interesting.
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SchrodingersPaper
· 01-02 15:32
Damn, it's Huichuan and iFlytek again. Can these two really support the entire robot concept? I'm thinking this setup is too concentrated...
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MoonWaterDroplets
· 01-02 15:30
Inovance Technology and iFlytek, the two leading giants, this configuration approach still has some merit.
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BuyTheTop
· 01-02 15:21
Inovance, iFlytek, Top, this wave of allocation looks pretty good, just need to hold on and not be scared away by short-term fluctuations.
Want to understand the allocation logic of funds related to robotics? Take a look at the top ten holdings of this ETF and you'll see clearly.
Inovance Technology ranks first with a 10.01% allocation. As a leader in industrial automation and core components for new energy vehicles, this company's competitiveness is unquestionable. Following closely is iFlytek, with a 9.29% share, and its position in the AI large model industry needs no elaboration. Top Group ranks third, with an 8.16% holding, reflecting market recognition for a platform leader in automotive parts.
Looking further down, Dahua Technology and Han's Laser hold 4.34% and 4.11% respectively. The former is a major player in global smart IoT solutions, while the latter dominates the field of intelligent manufacturing equipment worldwide. Shuanghuan Transmission, Stone Technology, and ZKTeco have holdings of 3.71%, 3.69%, and 3.62%, respectively, representing leaders in high-precision gear manufacturing, intelligent cleaning robots, and industrial automation and smart manufacturing solutions.
Lede harmonic, as a domestic leader in harmonic reducers, takes a 2.88% share. The final spot is occupied by a robotics company with a 2.64% holding. As China's leading provider of industrial robots and smart manufacturing solutions, it also has a place in this ETF. This list essentially outlines the core participants across the entire robotics and intelligent manufacturing industry chain.