机械设备行业行业周报：1月PMI49.1%，Optimus量产渐近

Investment Rating - The report does not explicitly state an investment rating for the mechanical equipment industry [4]. Core Insights - The mechanical equipment index increased by 5.45% last week, outperforming the Shanghai Composite Index which rose by 1.98% [6]. - The mechanical industry ranked 5th in terms of performance among 31 industries [6]. - The overall valuation level of the mechanical industry is 32.6 times [6]. - The top three performing sectors in the mechanical industry last week were robotics, semiconductor equipment, and 3C and panel equipment [12]. Summary by Sections 1. Weekly Market Review - The mechanical equipment index rose by 5.45%, while the Shanghai Composite Index increased by 1.98% [6]. - The mechanical industry is ranked 5th in performance among all 31 industries [6]. - The valuation level of the mechanical industry stands at 32.6 times [6]. 2. Key News Tracking - XCMG's high-end open-pit mining equipment worth 318 million yuan is being shipped globally [17]. - Zoomlion's overseas market orders have surged, with significant interest in humanoid robot prototypes [17]. - The Thai government approved the second phase of the China-Thailand high-speed rail project, with an investment of approximately 340 billion Thai Baht [18]. - A 2000HP offshore modular drilling rig by Lanshi Equipment has completed port assembly and is set for overseas delivery [18]. - Toyota's battery manufacturing plant in North Carolina has commenced production, with a total investment of 102 billion yuan [20]. - A major breakthrough in perovskite solar cells achieved a record efficiency of 26.81% [20]. 3. Industry Performance - The top three sectors in terms of weekly performance include robotics (10.9%), semiconductor equipment (6.8%), and 3C and panel equipment (6.5%) [12][16]. - The year-to-date performance leaders are also robotics, machine tools, and 3C and panel equipment [12].