智能制造周报：C端机器人市场有望依托软件优化产能爬坡

Investment Rating - The mechanical equipment sector is rated as "Outperform" compared to the market [3] Core Insights - The C-end robot market is expected to enhance performance through software optimization, while the B-end market shows stable hardware module profits [3] - The semiconductor equipment sector is witnessing accelerated resource integration among major manufacturers, indicating a shift towards domestic alternatives [3] - The engineering machinery market is transitioning to a mature stage, with growth driven by equipment upgrades and export opportunities [3] - The new energy equipment sector is entering a seasonal recovery phase, with leading companies likely to lead a rebound [3] - The report emphasizes the importance of AI and new algorithms in shaping the future of intelligent manufacturing [25] Summary by Sections 1. Mechanical Equipment Sector Performance - The mechanical equipment sector outperformed the market with a 5.46% increase, while the Shanghai Composite Index rose by 1.39% [10] - The engineering machinery components led the sector with a 16.63% increase [10][14] - The overall performance of 17 sub-sectors was better than the market, with notable gains in machine tools and general equipment [10] 2. AI and Intelligent Manufacturing - The report highlights the global first multi-task collaborative training of humanoid robots by UBTECH, marking a significant advancement in group intelligence [25] - The application of AI technologies is expected to drive the evolution of intelligent manufacturing from semi-flexible to fully flexible production [25] 3. Semiconductor Equipment - The domestic semiconductor equipment sector is experiencing a second phase of growth driven by increased capital expenditure from upstream wafer manufacturers [3] - TSMC's $100 billion investment in the U.S. is noted as a significant move to strengthen the semiconductor supply chain [30][31] 4. Engineering Machinery - The engineering machinery market is characterized by a shift towards equipment upgrades and increased exports, particularly benefiting from the Belt and Road Initiative [3] - The report indicates a recovery in the market with a focus on new energy and automation technologies [3] 5. New Energy Equipment - The new energy equipment sector is entering a recovery phase, with leading companies expected to drive a new round of growth [3] - The report mentions the IPO application of leading lithium battery equipment company, which aims to enhance its global presence [33] 6. Corporate Dynamics - The report includes updates on various companies, such as the acquisition by Baoxin Technology to strengthen its position in the high-end microelectronics equipment sector [38]