SIASUN(SZ:300024) Zhong Guo Neng Yuan Wang·2025-08-15 02:54Core Viewpoint - The mechanical industry has shown strong performance, with a 5.75% increase in the CITIC mechanical sector from August 4 to August 8, 2025, ranking second among all primary industries [1][2]. Industry Summary - Mechanical Industry Performance: The CITIC mechanical industry rose by 5.75%, with engineering machinery up 5.95%, general equipment up 6.97%, specialized equipment up 4.44%, instruments and meters up 4.29%, metal products up 4.31%, and transportation equipment up 7.58% [1][2]. - Engineering Machinery Sales: In July, total excavator sales reached 17,138 units, a year-on-year increase of 25.2%. Domestic sales were 7,306 units, up 17.2%, while exports were 9,832 units, up 31.9%. The data indicates significant improvement in both domestic and foreign sales compared to June [2]. - Long-term Value in Engineering Machinery: The domestic demand is supported by new requirements and policy initiatives, while foreign demand is driven by major manufacturers expanding their overseas market share, indicating long-term investment potential [2]. Investment Recommendations - Engineering Machinery: Recommended companies include SANY Heavy Industry, Zoomlion, XCMG, Liugong, Shantui, and Hengli Hydraulic [5]. - General Equipment: Suggested companies include Anhui Heli, Hangcha Group (forklifts), Haitan Precision, Haomai Technology, Nuwai Co., and Kede CNC (machine tools) [5]. - Humanoid Robots: Focus on segments with high technical barriers and low domestic production rates, such as assembly (Top Group, Sanhua Intelligent), PEEK structural components (Weike Technology, Fosa Technology), sensors (Hanwei Technology, Riying Electronics), and reducers (Hongchang Technology) [5]. - 3C Sector: Companies to watch include Bozhong Precision and Quick Intelligent [5]. - Semiconductor Equipment: Notable companies include Northern Huachuang and Zhongwei Company [5]. - Energy Equipment: Key players include Xizhuang Co., Nuwai Co., Jereh Co., Zhongtai Co., and Fosta [5]. - Scientific Instruments: Companies like Wanyi Technology, Puyuan Precision, and Yulide are recommended [5]. - Controlled Nuclear Fusion: Suggested companies include Hezhong Intelligent and Wanyi Technology [5]. - Other Specialized Equipment: Companies to consider are Yindu Co. and Jingjin Equipment [5].