机械设备行业周报：市场持续震荡，依旧看好新质生产力

Investment Rating - The industry rating is "Overweight" [1] Core Views - The market remains volatile, but there is optimism regarding new productive forces [1] - The mechanical equipment industry index decreased by 0.05%, outperforming major indices such as the Shanghai Composite Index and the ChiNext Index [1][8] - The focus is on self-control and new productive forces in the technology sector, with recommendations for the semiconductor equipment, advanced packaging, industrial mother machines, and humanoid robots sectors [1][12] Market Performance Review - The Shanghai Composite Index fell by 0.84%, the ChiNext Index by 5.14%, and the CSI 300 Index by 1.68%. The mechanical equipment industry index increased by 1.18% year-to-date [1][8] - The mechanical equipment sector ranked 15th among 31 industry indices this week [8] Weekly Updates - The engineering machinery sector saw a significant increase of 4.90%, while the automation equipment sector experienced a decline of 2.35% [12] - The report emphasizes the importance of monitoring news and policy developments in the technology sector [1][12] Key Research Findings - The report highlights several companies, including Hanbell Precise Machinery, Chipbond Technology, and Invec, with positive long-term growth prospects despite short-term challenges [15][17][21] - Recommendations include focusing on companies like Hangzhou Forklift, LiuGong, and Hengli Hydraulic in the engineering machinery sector [13][14] Important Industry News - The report discusses significant developments in the photovoltaic and wind power equipment sectors, including the commissioning of major projects and government initiatives to promote renewable energy [24][25] - The humanoid robot "Gongga No. 1" was launched, marking a significant milestone in domestic robotics innovation [25] - The semiconductor equipment sector is highlighted for its growth potential, with government support for integrated circuits and industrial mother machines [27]