机械设备行业周报（2024年第51周）

Investment Rating - The industry rating is "Outperform the Market" (maintained) [5] Core Insights - The mechanical equipment industry experienced a decline of 0.79% from December 9 to December 13, 2024, ranking 21st among sectors [14][17] - The engineering machinery sector had the smallest decline at -0.24%, while the rail transit equipment II sector saw the largest drop at -2.55% [17] - The general equipment sector had the highest trading volume at 350.87 billion, while the rail transit equipment II sector had the lowest at 25.51 billion [19] Summary by Sections Industry Overview - From December 9 to December 13, the mechanical equipment industry saw an overall decline, with specific sectors experiencing varying degrees of downturn [14][17] - The trading volume and turnover rates indicate a higher market focus on general and specialized equipment sectors [19][23] Industry Data Tracking - From December 1 to December 8, retail sales of passenger cars reached 502,000 units, a year-on-year increase of 32%, and a month-on-month increase of 11% [27] - Cumulative retail sales for the year reached 20.76 million units, reflecting a 5% year-on-year growth [27] Industry News Announcements - On December 14, the China Securities Regulatory Commission emphasized maintaining market stability and implementing supportive measures for the real estate and stock markets [34] - The Ministry of Transport, in collaboration with relevant departments, issued a plan to enhance efficiency and reduce costs in transportation logistics across various sectors [38] - The Ministry of Finance announced plans for a more proactive fiscal policy in the coming year, including increasing the issuance of special bonds [38]