国防军工：军用四足机器人行业催化有力，上市公司紧锣密鼓布局

Investment Rating - The report assigns a "Buy" rating for the defense and military industry, indicating that the expected stock price increase will exceed 15% relative to the benchmark index over the next 12 months [4]. Core Insights - The ground unmanned systems, particularly quadrupedal robots, are gaining significant attention from major military powers due to their advantages in battlefield awareness, mission flexibility, and cost-effectiveness [2]. - Quadrupedal robots, such as the "Machine Wolf" developed by China Weaponry Equipment Group, are being showcased for their capabilities in reconnaissance, logistics support, and precision strikes [2]. - Companies like Hangzhou Yushu Technology and Hangzhou Cloud Deep Technology are actively developing quadrupedal robots for various applications, including military reconnaissance and emergency response [2]. - Several listed companies are expanding their business into the quadrupedal robot sector, indicating a growing market and investment opportunities [2]. Summary by Sections Industry Overview - The report highlights the increasing development and deployment of quadrupedal robots in military applications, showcasing their adaptability to complex terrains and various operational scenarios [2]. Company Developments - Companies such as Construction Industry and Jingye Intelligent are actively involved in the research and development of multifunctional quadrupedal robots for tasks like reconnaissance, logistics, and disaster relief [2]. Market Trends - The report notes a trend towards the integration of advanced robotics in military operations, with significant investments being made in the development of these technologies [2].