机械行业周报：低空经济有望加速，Optimus更新进展

Investment Rating - The report maintains a positive investment rating for the mechanical industry, particularly highlighting the low-altitude economy and humanoid robots as key areas of growth [7]. Core Insights - The low-altitude economy is expected to accelerate due to ongoing policy support and local government initiatives, with significant events such as the DMP Greater Bay Area Industrial Expo showcasing advancements in this sector [4][24]. - Tesla's Optimus robot has shown promising updates, indicating advancements in dexterity and potential for mass production, which could drive growth in the humanoid robotics market [4][32]. Weekly Market Review - From November 24 to November 29, 2024, the Shanghai Composite Index rose by 1.81%, while the ShenZhen Component Index and the ChiNext Index increased by 1.66% and 2.23%, respectively. The Shenwan Mechanical Equipment Index outperformed with a gain of 3.25%, ranking 10th among 31 sectors [3][15]. - Sub-sectors such as general equipment, specialized equipment, and engineering machinery experienced varied performance, with increases of 4.69%, 2.51%, and 2.56%, respectively [15][18]. Key Sector Tracking - The low-altitude economy sector is witnessing rapid development, with local governments actively implementing policies and hosting exhibitions to promote this emerging market [4][26]. - In the humanoid robotics sector, key components such as actuators and sensors are being optimized, with companies like Tesla leading advancements in technology [4][32]. Investment Recommendations - For the low-altitude economy, recommended companies include ShenZhen Urban Transport, SuJiaoKe, and WanFeng AoWei, among others [5]. - In the humanoid robotics space, focus on core component manufacturers like SiGuan and JiangSu LeiLi, as well as companies with strong processing capabilities [5].