机械设备行业周报：特斯拉再发Optimus更新视频，智能化和灵活性均持续提升

Investment Rating - The industry investment rating is "Recommended" [18] Core Views - Tesla's Optimus humanoid robot has shown significant improvements in mobility and autonomy, with expectations for major hardware updates by the end of 2024 or early 2025 [2][8] - In September 2024, excavator sales reached 15,800 units, a year-on-year increase of 10.8%, indicating a recovery in the domestic market and gradual growth in exports [2][9] - The report suggests maintaining recommendations for companies like XCMG, SANY, Zoomlion, LiuGong, Zhejiang Dingli, and Hengli Hydraulic, which are expected to benefit from improving downstream demand [2][9] Summary by Sections Industry Performance Review - The mechanical equipment sector rose by 4.10% last week, outperforming the CSI 300 index, which increased by 0.98% [5] - All sub-sectors experienced growth, with general equipment and automation equipment leading the gains at +5.51% and +5.16% respectively [5] Industry Insights Update - The humanoid robot sector is highlighted by Tesla's recent advancements, showcasing the robot's enhanced movement and interaction capabilities [7][8] - The engineering machinery market is showing signs of recovery, with domestic excavator sales increasing by 21.5% year-on-year, driven by infrastructure and real estate policies [9] Company Information Tracking - Zoomlion announced a share buyback plan to enhance shareholder value, reflecting a commitment to investor interests [10]