高端制造产业跟踪（11月）：Optimus人形机器人手部有新突破，华为入局人形机器人加速其落地

Investment Rating - The investment rating for the machinery equipment industry is optimistic [1] Core Insights - The humanoid robot industry is expected to accelerate its industrialization and scaling, driven by advancements such as Tesla's Optimus robot, which features a new dexterous hand with 22 degrees of freedom [12] - Huawei's entry into the humanoid robot sector, with partnerships signed with 16 robot companies, is anticipated to enhance the application of humanoid robots in various domestic scenarios [13] - The manufacturing PMI for November 2024 is reported at 50.3, indicating a recovery in economic activity and presenting three key opportunities: large-scale equipment upgrades, international expansion of Chinese equipment manufacturers, and the industrial application of humanoid robots [14] Summary by Sections Sector Insights - Tesla's Optimus robot showcases significant advancements in flexibility and dexterity, moving closer to mass production [12] - Huawei's innovation center aims to integrate various technologies to foster the development of humanoid robots, enhancing their practical applications [13] Market Review - The general equipment index increased by 9.12% in November, while specialized equipment rose by 7.70% [18] - The engineering machinery sector saw a decline of 3.09% in November, but has shown a year-to-date increase of 26.53% [18] Data Tracking - The cumulative year-on-year profit growth for the general equipment manufacturing industry is reported at 0.4% [27] - The industrial profit growth rate for January to October 2024 is at -3.9%, with the top-performing sectors being paper products and transportation equipment manufacturing [29]