The fusion of artificial intelligence (AI) and robotics, known as "Physical AI," is regarded as a driving force behind the next industrial revolution. In China, which stands as one of the two major powerhouses in humanoid technology, the country is demonstrating its technological advancement by hosting the world's first humanoid combat competition.


Samsung Asset Management announced on May 30 that the "KODEX China Humanoid Robot" ETF, launched on May 13, has surpassed 50 billion KRW in net assets. The cumulative net purchases by individual investors have reached 14.5 billion KRW.


As the Chinese government has designated the "humanoid robot industry" as the next-generation super-gap industry following the electric vehicle sector, expectations are rising that the success story of China's electric vehicles will be replicated in the humanoid robot industry.


China aspires to become a global leader in humanoid robotics. The core component structure and driving principles of humanoid robots are similar to those of electric vehicles. China already possesses world-class technology and price competitiveness in the field of humanoid robots. The country has emerged as a nation equipped with three key factors: enormous demand for humanoid robots, world-class technological capabilities, and large-scale policy support. Chinese humanoid robot companies are capturing market attention by showcasing their global technological prowess.


The KODEX China Humanoid Robot ETF includes stocks that are closely related to the Chinese humanoid robot theme. Not only does it comprise the top five companies?Inovance, Top Group, UBTECH, DOBOT, and Leaderdrive?but the remaining constituents also focus exclusively on leading Chinese humanoid robot companies, classifying it as a highly concentrated China humanoid theme ETF.


Lee Kahyun, a manager at Samsung Asset Management, stated, "China is already a country with world-class technology and price competitiveness in the humanoid robot sector and is the only nation capable of mass production. Through the KODEX China Humanoid Robot ETF, which consists solely of core companies leading the humanoid robot industry, many investors can participate in the next industrial revolution."


Samsung Asset Management has completed its humanoid robot lineup, starting with the launch of the Samsung Global Humanoid Robot public fund investing in the global humanoid robot industry in March, followed by the KODEX US Humanoid Robot ETF, and now the KODEX China Humanoid Robot ETF. This lineup, which covers the global market by specific themes, is designed to enable focused investment in the robot ecosystems of technological powerhouses such as the United States and China. It is providing new opportunities for investors betting on the long-term growth potential of the humanoid robot sector, which is still in its early stages.



KODEX China Humanoid Robot ETF Surpasses 50 Billion KRW in Net Assets View original image


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