机械设备行业：机械设备行业或受益于工业领域安全应急装备推广

Investment Rating - The industry rating is Neutral (maintained) [1] Core Viewpoints - The report highlights that the mechanical equipment industry may benefit from the promotion of safety emergency equipment in the industrial sector, as outlined in the recently released "Advanced Safety Emergency Equipment Promotion Directory (Industrial Field 2024 Edition)" by the Ministry of Industry and Information Technology [1] - The directory serves as a detailed policy guide for enhancing fundamental safety levels in the industrial sector, focusing on the promotion of advanced and applicable safety equipment [1] - The report emphasizes that the recommended equipment in the directory is closely related to the mechanical equipment industry, particularly in the areas of monitoring and warning systems, automation equipment, and specialized devices [1] Summary by Sections Industry Performance - The relative return over the past 12 months is -11.79%, while the absolute return is -3.66% [1] Investment Highlights - The directory includes 28 recommended safety emergency monitoring and warning equipment, which are directly related to the instrumentation and meter industry [1] - The directory also lists 20 items of safety emergency intelligent equipment, primarily focusing on automation devices for various industrial safety emergency scenarios [1] - The industrial fire protection systems and equipment section covers 30 items, including specialized firefighting vehicles and systems [1] Investment Recommendations - The report suggests that as the implementation of the equipment update in the industrial sector continues, the market for safety emergency-related mechanical equipment may benefit, recommending attention to relevant listed companies in the fields of instrumentation, automation equipment, and specialized devices [1]