KODEX Humanoid Robot ETFs Surpass 100 Billion KRW in Combined Net Assets

The final stage of artificial intelligence (AI) technology taking physical form?namely, the humanoid robot market?has emerged as a new battleground for global technology companies. Analysts note that the United States, leveraging technological prowess and capital strength, and China, equipped with policy support and price competitiveness, are leading and expanding the industry.

On July 2, Samsung Asset Management announced that the combined net assets of its two KODEX Humanoid Robot ETFs have surpassed 100 billion KRW. The net assets of "KODEX US Humanoid Robot" and "KODEX China Humanoid Robot" reached 49.3 billion KRW and 57.2 billion KRW, respectively, with a combined total of 106.5 billion KRW.

The two KODEX Humanoid Robot ETFs focus on the key pillars of the humanoid robot market in the United States and China, respectively. Since their listing, their combined net assets have exceeded 100 billion KRW. This indicates that investors are paying close attention to the future growth potential of the humanoid robot industry. Market experts forecast that the humanoid robot market will grow by approximately 25 times over the next decade.

Since the listing of the two humanoid robot ETFs, individual investors have continued to buy in. KODEX US Humanoid Robot has achieved a return of 23.4% since listing, with cumulative net purchases by individual investors exceeding 25.6 billion KRW. KODEX China Humanoid Robot reached 10 billion KRW in net individual purchases within just six trading days after listing, and cumulative net individual purchases have now surpassed 21.6 billion KRW. Through these two ETFs, investors can invest in the core companies of the "two major robot superpowers," the United States and China, and benefit from the global growth of the humanoid robot industry.

KODEX US Humanoid Robot invests primarily in leading US tech companies that are spearheading the humanoid robot ecosystem based on AI technology and substantial capital resources. The ETF is designed to allocate up to 15% of its portfolio to key companies driving the development and commercialization of humanoid robots, such as Tesla's "Optimus," Nvidia's "GR00T," and Amazon's logistics robots.

KODEX China Humanoid Robot invests in leading Chinese humanoid companies such as UBTECH, Inovance, and Top Group. The ETF selects stocks across the entire Chinese humanoid robot value chain, from complete robot manufacturers to core component companies. The Chinese government has designated "humanoid robots" as the next-generation strategic industry following Chinese electric vehicles and is driving massive policy initiatives. This ETF is gaining attention as the fastest way to benefit from Chinese policy and technological innovation.

Lee Kahyun, a manager at Samsung Asset Management, said, "Humanoid robots will be a 'game changer' that transforms the industrial landscape of the future," adding, "The two KODEX Humanoid Robot series ETFs will be the most effective way to make proactive investments in this 'megatrend.'"

In March, Samsung Asset Management launched Korea's first Samsung Global Humanoid Robot public offering fund, signaling its entry into the market. Subsequently, the company expanded its humanoid lineup by listing the KODEX US Humanoid Robot ETF in April and the KODEX China Humanoid Robot ETF in May.

This content was produced with the assistance of AI translation services.