机械行业周报：低空经济政策频出，人形机器人催化加速

Investment Rating - The report maintains a positive investment outlook for the low-altitude economy and humanoid robots sectors, suggesting specific companies to focus on for investment opportunities [4][9]. Core Insights - The low-altitude economy is experiencing robust policy support, with various regions setting ambitious development targets, such as Inner Mongolia's plan to build 500 drone automatic airports by the end of 2027 and the establishment of a low-altitude economic industry cluster in Qingyuan with a projected output value exceeding 10 billion yuan by 2030 [3][21]. - The humanoid robot industry is accelerating, with significant support from government initiatives like Chongqing's "Robot+" application action plan for 2024-2027, and advancements in product maturity demonstrated by Boston Dynamics' Atlas robot [3][27]. Summary by Sections Weekly Market Review - From October 27 to November 1, 2024, the Shanghai Composite Index fell by 0.84%, while the ShenZhen Component Index and the ChiNext Index dropped by 1.55% and 5.14%, respectively. The Shenwan Machinery Equipment Index decreased by 0.05%, outperforming the CSI 300 by 1.6 percentage points, ranking 15th among 31 industry indices [12][14]. Key Sector Tracking - The low-altitude economy is supported by multiple policies, with notable developments in various cities, including Nanjing's low-altitude flight service guarantee measures and Inner Mongolia's logistics development plan [3][20][21]. - The humanoid robot sector is witnessing increased support and technological advancements, with the release of national standards for humanoid robots and significant product developments [3][24][27]. Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Huasheng Group for infrastructure, and EHang Intelligent and Zongheng Co. for complete machines [4]. - In the humanoid robot sector, key components manufacturers such as Wuzhou Xinchun and Jiangsu Leili are highlighted, along with strong front-end processing companies [4].