机械设备：赛力斯&重庆加快布局机器人，产业中美共振有望开启

Investment Rating - The report maintains an "Increase" rating for the mechanical equipment industry [2] Core Insights - The report highlights the rapid development of the robotics sector in Chongqing, with significant government support and the emergence of key players like Sairis [1] - The robotics industry is compared to the mobile phone ecosystem, with Huawei positioned as a potential leader in domestic robotics, similar to Tesla's approach with its Optimus robot [1] - The focus is on developing high-end robots for various sectors, including manufacturing, agriculture, and emergency services, with an emphasis on domestic production of key components [1] Summary by Sections Industry Overview - The robotics industry is expected to see a resonance between China and the US, with Chongqing's government launching a "Robot+" application action plan for 2024-2027 [1] - Key areas of focus include smart manufacturing, agricultural applications, intelligent construction, public services, and special emergency robots [1] Key Players - Sairis is identified as a leading company in the robotics sector, with plans to develop core robotic components and systems [1] - Other notable companies include Haoneng Co., Ltd., which focuses on gear transmission, and Ruidi Zhihui, which specializes in harmonic reducers and clutches [1][3] Investment Recommendations - The report suggests prioritizing investments in the Tesla supply chain due to its strong technology and market position, alongside domestic robotics companies in the Sichuan-Chongqing region [1] - Specific companies recommended for investment include Sairis, Haoneng Co., Ltd., and Landa Technology, among others [1][3]