机构论市：硬科技有望破局内需

Group 1 - CITIC Construction Investment reports that the machinery sector has seen significant activity, ranking 6th in A-share performance in the first half of the year, with 40 stocks related to robotics and 26 listed on the Beijing Stock Exchange [1] - The report highlights that hard technology is expected to break through domestic demand challenges, particularly in the areas of embodied intelligence and controllable nuclear fusion [1] - The low valuation and high dividend yield are expected to benefit from the downward trend in interest rates, suggesting that the machinery industry is worth increasing investment [1] Group 2 - Galaxy Securities indicates that the domestic nuclear power humanoid robot industry is accelerating, with several listed companies actively engaging in this field [2] - Companies like Jingye Intelligent and Shenhao Technology are making strides in nuclear industry applications, with notable projects such as the "Wolf 1" quadruped patrol robot and intelligent inspection robots [2] - The nuclear power sector is seen as a prime candidate for the implementation of embodied intelligence due to its hazardous, repetitive, and heavy industrial applications [2]