机械行业周报：中央经济工作会议召开，利好机床、机器人、工程机械板块

Investment Rating - The report maintains a "Positive" investment rating for the machinery industry, expecting overall returns to exceed the CSI 300 index by more than 5% in the next six months [48]. Core Insights - The Central Economic Work Conference has been held, which is favorable for the machine tool, robotics, and engineering machinery sectors. The conference outlined nine key tasks for the coming year, emphasizing technological innovation to lead the development of new productivity and the establishment of a modern industrial system [8][9]. - The report highlights the acceleration of import substitution and self-control trends, benefiting industries such as machine tools, industrial robots, and humanoid robots. It also mentions the need to effectively prevent and resolve risks in key areas, while promoting the stabilization of the real estate market and increasing infrastructure investment [8][9]. Summary by Sections Industry Viewpoints and Investment Recommendations - The report suggests focusing on the following sectors: 1. Machine Tools: Recommended companies include Haitan Precision, Nuwei CNC, Guosheng Zhike, Kede CNC, and Zhejiang Haideman [9]. 2. Industrial Robots: Recommended company is Estun [9]. 3. Humanoid Robots: Recommended companies include Mingzhi Electric, Buke Co., Green Harmonic, Shuanghuan Transmission, Best, and Sanhua Intelligent Control [9]. 4. Engineering Machinery: Recommended companies include Sany Heavy Industry, XCMG, Zoomlion, LiuGong, and Hengli Hydraulic [9]. Key Company Announcements - Suzhou Sileck Precision Equipment Co., Ltd. signed a technical development contract with Xinjiang University to enhance its competitiveness in intelligent manufacturing in mining [30]. - Shanghai Ailu signed a strategic cooperation agreement with Huaneng New Energy to collaborate on the development and procurement of composite materials for solar energy projects [31]. - Jiangsu Beiren is providing a comprehensive intelligent manufacturing solution for a leading new energy vehicle brand, with a contract amount of 106.95 million yuan [32]. Market Performance Review - During the period from December 9 to December 13, the CSI 300 index fell by 1.0%, while the machinery sector declined by 0.7%, ranking 20th among all primary industries. The textile and apparel machinery sector saw the largest increase at 3.2%, while lithium battery equipment experienced the largest decline at 5.0% [38].