太平洋机械日报（20250513）：越疆科技与腾讯云签署合作协议

Investment Rating - The industry rating is optimistic, expecting an overall return exceeding 5% above the CSI 300 index in the next six months [12]. Core Insights - On May 13, 2025, the CSI 300 index rose by 0.15%, while the machinery sector declined by 0.73%, ranking 28th among all primary industries. The lithium battery equipment sector saw the highest increase of 1.10%, while the 3C equipment sector experienced the largest drop of 1.51. The top three gainers were Xinlei Co., Ltd. (+20.00%), Heng'erda (+20.00%), and Xingyun Co., Ltd. (+14.78%), while the top three losers were Huawu Co., Ltd. (-11.88%), Yuanxin Industrial (-7.33%), and Kunshan Intelligent (-6.62%) [4]. Summary by Sections Market Performance - The machinery sector's performance on May 13, 2025, showed a decline of 0.73%, with the CSI 300 index increasing by 0.15%. The lithium battery equipment sector had the highest gain at 1.10%, while the 3C equipment sector had the largest loss at 1.51% [4]. Company Announcements - Shanke Co., Ltd. plans to reduce its shareholding by 3.00% through block trading and centralized bidding. Buke Co., Ltd. intends to reduce its shareholding by 0.25%. Gaolan Co., Ltd. has already reduced its shareholding by 0.6655%. Guanzhong Energy plans to reduce its shareholding by 0.01% [5]. Industry News - On May 12, 2025, Yujian Technology signed a strategic cooperation agreement with Tencent Cloud, focusing on the development of embodied intelligence and humanoid robots. This partnership aims to accelerate the large-scale application of humanoid robots in various sectors, including manufacturing, retail, and education [7]. - On May 12, 2025, Lijidian announced its participation in Computex with partners to showcase 3D AI semiconductor solutions targeting language model inference and image recognition markets [8]. - A domestically developed airborne atmospheric detection device has successfully completed field tests, achieving over 99% consistency with imported devices in key parameter measurements, indicating its reliability for various applications [10].