先进制造行业周报：北京车路云地方标准落地，华为与联通合作助力行业加速

Investment Rating - The industry investment rating is "Overweight" [3] Core Views - The report emphasizes the acceleration of the vehicle-road-cloud integration standards in Beijing, which will enhance the development of the intelligent connected vehicle industry [3][5] - The collaboration between China Unicom and Huawei is expected to drive the industrialization process of vehicle networking applications [3][12] Summary by Relevant Sections Investment Recommendations - Key recommended stocks include Beite Technology, Zuwai Co., Sanhua Intelligent Control, Shuanglin Co., Mingzhi Electric, Lais Information, Nairui Radar, Wanjie Technology, Wanma Technology, and Mutong Power [4] - Core stock portfolio includes Beite Technology, Zuwai Co., Sanhua Intelligent Control, Shuanglin Co., Mingzhi Electric, Wuzhou Xinchun, Lais Information, Nairui Radar, CITIC Haizhi, Ruijun Technology, Hangjin Technology, Huawu Co., Huayang Group, Wanjie Technology, Wanma Technology, Green Harmonics, and Estun [4] Industry Focus - Human-shaped robots are expected to see a cumulative global demand of approximately 2 million units by 2030, with significant breakthroughs currently being made [4] - The photovoltaic equipment sector is witnessing an accelerated penetration of N-type technology, strengthening the competitiveness of leading companies [4] - Energy storage is essential for building a new type of power grid, with favorable policies enhancing industry prosperity [4] - The semiconductor equipment market is projected to reach $140 billion by 2030, with increasing domestic market share but still low localization rates [4] - Automation in industrial consumables is expected to grow from a market size of 40 billion to 55.7 billion by 2026, benefiting from increased concentration and import substitution [4] - Hydrogen energy aligns with carbon neutrality goals, with rapid development in photovoltaic and wind energy laying the foundation for hydrogen production [4] - The engineering machinery sector is recommended to focus on leading companies with product, scale, and cost advantages [4] Special Research Topics - The report discusses the establishment of local standards for vehicle-road-cloud integration in Beijing, which will serve as a reference for other demonstration areas [5] - The importance of cloud computing power in creating a comprehensive data loop for automotive companies is highlighted [7]