智能制造行业周报：消费电子AI化，看好检测设备景气上行-20250922

Investment Rating - The mechanical equipment industry is rated as "Outperform" compared to the market [1] Core Insights - The mechanical equipment sector outperformed the CSI 300 index with a weekly increase of 2.23% while the index decreased by 0.44% [9][11] - The laser equipment sub-sector showed the best performance with a rise of 9.77% [13] - The overall PE-TTM valuation for the mechanical equipment industry increased by 2.21% this week [17] Summary by Sections Industry Performance - The mechanical equipment sector ranked 5th out of 31 in the Shenwan industry classification [9] - The top-performing sub-sectors included laser equipment (+9.86%), engineering components (+7.86%), and engineering machinery (+5.89%) [17] Investment Recommendations - Focus on leading robot manufacturers that are accelerating product cost reduction and channel expansion, with a recommendation to pay attention to core component suppliers such as Dechang Motor Holdings and Zhongdali [3] - Detection equipment is expected to see demand growth in consumer electronics and wafer-level scenarios, with companies like Changchuan Technology, Huafeng Measurement Control, and Bojie Co., Ltd. recommended for investment [3] - The demand for magnetic system-related detection, vacuum, ultrasonic, and reliability testing equipment is entering a release phase, with a focus on companies like Hezhu Intelligent and Wanyi Technology [3] Key Company Developments - Figure announced a successful C-round financing of over $1 billion, raising its post-financing valuation to $39 billion, indicating a clear path for the industrialization of general-purpose robots [4] - Bojie Co., Ltd. is expanding its product offerings in the semiconductor sector, with significant growth in demand for wearable testing equipment driven by AI glasses [26][30] - The company Jin Di plans to acquire a controlling stake in Guangzhou Uni Precision, enhancing its core competitiveness in precision processing [25]