机械行业周报：杰克股份24H1业绩亮眼，智元机器人发布五款商用人形机器人新品

Investment Rating - The report maintains an "Overweight" rating for the mechanical industry [7]. Core Insights - Jack Co. reported strong performance in H1 2024, with revenue of 3.235 billion and a year-on-year growth of 20.23%, while net profit attributable to shareholders reached 417 million, up 53.99% [6][8]. - The sewing machinery industry is gradually recovering, supported by macroeconomic policies and improved external demand [6][8]. - The human-shaped robot industry is experiencing significant catalysts, with the launch of five new commercial humanoid robots by Zhiyuan Robotics [8][10]. Summary by Sections Industry Performance - The CITIC mechanical industry index rose by 1.58%, ranking 15th among all primary industries [7][34]. - Specific segments showed varied performance: engineering machinery down 1.19%, general equipment up 2.46%, and instruments up 3.01% [34][36]. Jack Co. Performance - In H1 2024, Jack Co. achieved a revenue of 3.235 billion, a 20.23% increase year-on-year, and a net profit of 417 million, reflecting a 53.99% growth [6][8]. - The second quarter saw revenue of 1.606 billion, up 29.15% year-on-year, despite a 1.40% quarter-on-quarter decline [6]. External Market Conditions - Global economic recovery is ongoing, with China’s economy growing by 5% and the U.S. economy showing resilience [6]. - The textile industry is benefiting from inventory replenishment in developed countries, leading to increased production and export recovery [6][8]. Domestic Market Trends - Domestic sales of sewing equipment have shown strong growth, with a reported increase of 20% year-on-year among major enterprises [7][8]. - The textile and apparel sector's fixed asset investment grew by 14.0%, indicating a positive trend in domestic demand [7][8]. Technological Advancements - The report highlights the innovation in high-efficiency and intelligent equipment, with major companies accelerating digital and intelligent upgrades [7][8]. - Zhiyuan Robotics has introduced advanced humanoid robots, showcasing significant improvements in hardware and software capabilities [8][9]. Investment Recommendations - The report suggests focusing on companies like Jack Co., Honghua Digital Technology, and Dahao Technology as potential investment opportunities [7][8].