机械设备行业：新型城市基础设施建设，相关配套设备市场有待发掘

Industry Investment Rating - The report maintains a Neutral rating for the machinery and equipment industry [1] Core Viewpoints - The Opinion on Promoting New Urban Infrastructure Construction to Build Resilient Cities issued by the Central Committee and the State Council is expected to drive the development of related equipment sectors [1] - The integration of new-generation information technologies (big data, cloud computing, blockchain, AI) with urban construction and governance is a key focus, aiming for significant progress by 2027 and substantial achievements by 2030 [1] - The policy is anticipated to boost the machinery and equipment industry related to new urban infrastructure construction, building on the successful pilot projects in 21 cities since 2020 [1] Key Areas of Development Smart Municipal Infrastructure - Digital upgrades in water supply, power supply, drainage, gas, heat, fire hydrants, and underground utility tunnels are expected to increase demand for smart municipal equipment [1] - Accelerated intelligent upgrades in video surveillance and security equipment in public areas and roads will expand the market for smart security devices [1] - Synchronized construction of IoT devices with new municipal infrastructure will further advance the development of IoT automation equipment [1] - Real-time monitoring and 3D visualization of underground pipelines, along with intelligent monitoring of gas leaks, bridge and tunnel safety, and water quality, will drive demand for various sensors [1] - Flood prevention measures for residential pressure regulation facilities and improvements in urban drainage systems will boost demand for pumps and water gates [1] Transportation Infrastructure - The construction of integrated sensing systems for urban roads, buildings, and public facilities will promote the development and demand for various sensor products [1] - Enhanced urban logistics facilities and emergency logistics systems will create new opportunities for transportation equipment, automation devices, and logistics robots [1] Smart Construction - The development of digital design, intelligent production, and smart construction will drive the integration and innovation of automated construction machinery, construction robots, and 3D printing equipment [1] Investment Recommendations - The report suggests focusing on listed companies related to the aforementioned key machinery and equipment products [1]