机械设备行业：粮食节约与反食品浪费风潮将起，相关设备领域静待起风

Investment Rating - The industry investment rating is Neutral (maintained) [1] Core Viewpoints - The report highlights the launch of the "Food Waste Reduction and Food Saving Action Plan" by the Central Committee and the State Council, indicating a potential market expansion opportunity for related machinery equipment [1] - Global food loss and waste rates exceed one-third of the total food supply, making food saving and waste reduction a pressing issue [1] - The report emphasizes the need for improved data collection and evaluation systems regarding food loss and waste in China, as well as the necessity to promote food saving practices in various social contexts [1] Summary by Sections Market Opportunities - The machinery equipment market related to food saving and waste reduction is expected to grow, particularly in harvesting, storage, transportation, and processing segments [1] - The plan calls for the acceleration of high-quality development in agricultural machinery, including the promotion of efficient and low-loss harvesting equipment [1] - In the storage and transportation segments, the report suggests the need for scientific storage equipment and the enhancement of green storage standards [1] Consumer End Developments - The report indicates that the restaurant industry should encourage customers to take leftovers home and improve the kitchen waste processing system [1] - There is a potential market for small automated packaging equipment and kitchen waste recycling devices, driven by policy support [1] Investment Recommendations - The report advises focusing on listed companies related to the highlighted machinery equipment products [1]