制造成长周报（第18期）：养老服务机器人加速攻关，深入推进深圳低空产业发展-20250616

Investment Rating - The report maintains an "Outperform" rating for the mechanical equipment industry [5]. Core Views - The report highlights the rapid advancements in humanoid robots and low-altitude economy, emphasizing the government's support and the growing market demand for intelligent elderly care robots [2][23]. - The report identifies key investment opportunities in humanoid robots, AI infrastructure, and low-altitude economy, suggesting a focus on companies with strong supply chains and market positions [3][4]. Summary by Sections Industry Dynamics - The humanoid robot sector is witnessing significant developments, including the debut of intelligent guide dogs and the establishment of new robot departments by leading companies [1][15][16]. - The government is actively promoting the application of intelligent elderly care robots, with a pilot program set to run from 2025 to 2027, addressing the growing elderly population and the demand for care services [2][23]. Company Dynamics - Strategic partnerships are forming, such as the collaboration between Star Motion Era and Beizhi Technology to enhance humanoid robot applications in logistics [28]. - Companies like Estun and 1X Technologies are launching new humanoid robots and system updates, showcasing advancements in technology and application capabilities [18][20]. Key Investment Targets - The report lists several companies as key investment targets, including Longxi Co., Jin Di Co., Yi Rui Technology, Ying Liu Co., and Ding Yang Technology, all of which are positioned to benefit from the growth in humanoid robots and AI infrastructure [3]. - Specific segments within the humanoid robot supply chain are highlighted, such as joint modules, dexterous hands, and sensors, with recommended companies for investment [3]. Market Performance - The report provides a detailed performance overview of key companies, indicating fluctuations in stock prices and market trends over recent weeks [14][32]. - Notable companies with "Outperform" ratings include Green's Harmony, Mingzhi Electric, and Huichuan Technology, reflecting strong earnings projections and market confidence [8][32].