Investment Rating - The report maintains an "Outperform" rating for the mechanical equipment industry [5] Core Viewpoints - The human-shaped robot sector is experiencing significant investment and development, with key players focusing on various components such as joint modules, dexterous hands, and sensors [3][4] - AI infrastructure is expected to see continued growth in capital expenditure driven by demand for data centers, benefiting companies involved in gas turbines and chillers [3] - The low-altitude economy is rapidly advancing, with initiatives to standardize air traffic management and promote core components like engines and motors [4] Summary by Sections Industry Dynamics - On June 23, Galaxy General completed a financing round of 1.1 billion RMB [16] - The Nanjing government is reviewing a development plan for the humanoid robot industry from 2025 to 2027 [22][23] - Guangzhou aims for over 90% of new cars to be L2 or higher level intelligent connected vehicles by 2027 [24] Company Dynamics - On June 27, Yuejiang launched a new high-load collaborative robot CR30H with a joint speed of 300°/s [29][30] - On June 26, Leisai Intelligent unveiled a "20-degree of freedom" dexterous hand solution [31] - On June 26, Lingyi Intelligent Manufacturing held a strategic release event showcasing its robot industry strategy [28] Key Companies and Investment Outlook - Focus on companies with strong positions in the humanoid robot supply chain, including joint module suppliers like Hengli Hydraulic and Huichuan Technology [3] - AI infrastructure investments are expected to benefit companies such as Hanzhong Precision and Ice Wheel Environment [3] - The report highlights key companies with favorable earnings forecasts, including Green's Harmonic and Mingzhi Electric, both rated as "Outperform" [9][33]
制造成长周报(第20期):马斯克赞赏OptimusGen3团队,阿里云升级自驾训练框架-20250630
Guoxin Securities·2025-06-30 09:27