机械行业周报：特斯拉股东会带动机器人热度再起

Investment Rating - The report maintains an "Outperform" rating for the machinery equipment industry [1] Core Insights - The report highlights a renewed interest in humanoid robots following Tesla's shareholder meeting, where Elon Musk announced plans for limited production of the Optimus robot starting in 2025 [4][17] - The engineering machinery sector is viewed positively, with a focus on the recovery of excavator data and the operational flexibility provided by scale effects in leading companies [4] - The report notes that the machinery equipment index outperformed the broader market indices during the period from June 11 to June 14, with a rise of 0.54% [3][9] Market Performance - From June 11 to June 14, the Shanghai Composite Index fell by 0.61%, and the CSI 300 Index decreased by 0.91%, while the machinery equipment index increased by 0.54%, indicating resilience in the sector [3][9][11] - The top five gainers in the machinery sector during this period included Pioneer Electronics, Guangge Technology, and Chongde Technology, with gains exceeding 15% [14][15] Key Information Updates - Tesla's shareholder meeting approved a $56 billion compensation plan for Musk and supported relocating Tesla's headquarters to Texas [4][17] - The China National Railway Group has approved the procurement of new locomotives and associated equipment for 2024, with a total investment funded entirely by the railway group [4][17] - Jerry Environmental Technology has delivered new lithium battery recycling equipment to Zhejiang Huayou Cobalt Co., marking a significant step in the lithium battery recycling industry [4][17] Key Data Tracking - The PMI index in China has shown stability, with two months exceeding 50% this year, indicating a moderate recovery in the economy [18] - Forklift sales have seen significant growth, with March 2024 sales exceeding 130,000 units, marking a historical high [18]