机械设备行业周报：10月PMI重回荣枯线上，人形机器人产业加速发展

Investment Rating - The report maintains a "Recommended" investment rating for the machinery equipment industry [1]. Core Insights - The machinery equipment index increased by 0.19% from October 28 to November 1, 2024, ranking 14th among primary industry classifications. The engineering machinery sector saw a significant rise of 4.24%, while automation equipment and specialized equipment experienced declines of 2.43% and 0.31%, respectively [1]. - The report highlights the acceleration of the humanoid robot industry, driven by supportive policies and a growing number of participants, indicating a trend towards industrialization, commercialization, and scaling [1][2]. - The manufacturing PMI for October 2024 stood at 50.1%, reflecting a year-on-year increase of 0.6 percentage points and a month-on-month increase of 0.3 percentage points, suggesting a recovery in market sentiment [1][13]. Summary by Sections 1. Market Performance - The machinery equipment industry saw a 0.19% increase in the week of October 28 to November 1, 2024, with engineering machinery leading the gains [11]. - The top five gainers included Wan Feng Ao Wei (+28.95%) and Fu Si Da (+22.31%), while the top five losers included Ubiquitous (-18.5%) and Zhi Yuan New Energy (-12.88%) [11]. 2. Key Industry Data - As of September 2024, the production of industrial robots reached 54,044 units, a year-on-year increase of 22.8%, while excavator production was 25,699 units, reflecting a 69.1% increase [17][21]. - Fixed asset investment in the manufacturing sector increased by 9.2% year-on-year as of September 2024 [13]. 3. Industry News - The humanoid robot industry is experiencing rapid development, with numerous leading companies participating in the market. The report emphasizes the collaboration between complete machine manufacturers and downstream factories to promote product implementation [1][26]. - The report notes the establishment of a humanoid robot industry innovation center in Hangzhou, aiming to develop advanced robotic products and foster a robust industrial cluster [26]. 4. Focused Listed Companies - The report suggests monitoring companies such as Sanhua Intelligent Control (002050.SZ), Wuzhou New Spring (603667.SH), and Lide Harmony (688017.SH) for potential investment opportunities [1][6].