机械设备行业周报：政策发力改善内需，科技成长板块催化不断

Investment Rating - The report assigns an investment rating of "Recommended" for the mechanical equipment industry [1]. Core Views - The mechanical equipment sector has shown a significant recovery, with a 3.46% increase last week, outperforming the CSI 300 index, which rose by 0.79% [1][6]. - The engineering machinery market is expected to see a sales volume of 16,000 excavators in October 2024, representing a year-on-year growth of approximately 10%, with domestic sales projected at 8,000 units, up nearly 18% [2][8]. - The humanoid robot sector is advancing, with Tesla's Optimus robot showcasing enhanced capabilities, and domestic manufacturers making significant progress in industrialization [2][9]. Summary by Sections Industry Performance Review - The mechanical equipment sector rose by 3.46% last week, ranking 15th among 31 first-level industries, with all sub-sectors experiencing growth. Notably, general equipment increased by 5.93% and specialized equipment by 5.34% [6]. - The top five performing stocks included Qifeng Precision (+86.52%) and Tonghui Electronics (+85.28%), while the worst performers included Oat Technology (-13.00%) and Qinghai Huading (-11.48%) [6]. Engineering Machinery - The domestic market is showing signs of recovery, driven by favorable real estate policies and a new cycle of equipment replacement. The export market is also gradually improving, with a forecasted increase in sales [8]. - The report maintains recommendations for companies such as XCMG, SANY Heavy Industry, and Zoomlion, anticipating continued demand growth in both domestic and international markets [2][8]. Humanoid Robots - Tesla's recent updates on the Optimus robot highlight its advanced motion capabilities and autonomous working abilities. Domestic companies are also making strides, with significant developments reported from Shanghai Electric and other firms [9][10]. - The report suggests continued attention to the performance improvements of core components in humanoid robots, recommending companies that have direct collaborations with leading manufacturers [10].