智通财经网·2025-10-10 03:36Core Viewpoint - The report by China Galaxy Securities indicates that the prosperity of generative AI has ushered in the "AI era," which will permeate various industries and have profound impacts. The mechanical equipment industry is expected to see significant investment opportunities centered around AI, particularly in AI infrastructure and AI empowerment as key focus areas for the 14th Five-Year Plan [1] AI Infrastructure - The report highlights promising directions such as PCB equipment, AIDC equipment, liquid cooling, and semiconductor equipment: (1) The AI computing revolution is driving an increase in PCB demand, with AI servers not only increasing quantity but also significantly enhancing the value of PCB units, benefiting PCB equipment and materials [2] (2) AIDC equipment: The demand for power sources in AI data centers is boosting the need for gas turbines, nuclear power, and diesel generators [2] (3) The rapid upgrade of AI computing is expanding the liquid cooling industry, as traditional air cooling approaches thermal limits under high power, making liquid cooling a mainstream solution with potential for explosive growth [2] (4) The semiconductor equipment industry is expected to enter a high-speed development phase driven by AI demand and domestic substitution logic [2] AI Empowerment - The application of embodied intelligent robots is being considered with a focus on technical feasibility and cost-effectiveness: The former emphasizes high fault tolerance, lower execution speed/synchronization requirements, repeatable error correction, and ease of data collection; the latter focuses on the ability to generalize across objects/tasks/environments, genuinely improving efficiency or reducing injury rates. The report sees potential for embodied intelligent robots in industrial logistics (warehousing, sorting, sewing, quality inspection), institutional elder care, and special environments (steelmaking, petrochemicals, power inspections) in the short to medium term, with long-term prospects for household integration [3]