机械设备行业简评：期待行业标准化体系进一步完善，促进具身智能与机器人产业发展

Investment Rating - The industry investment rating is "Overweight," indicating that the industry index is expected to outperform the CSI 300 index by 10% or more over the next six months [7]. Core Insights - The industrial robot production growth rate is impressive, and the domestic substitution in the industry chain is continuously advancing [3]. - The establishment of industry standards and evaluation systems is accelerating, which is expected to guide more orderly industrial development [6]. - The standardization work plays a crucial role in the development of China's robot industry, with 126 national standards published since the establishment of the National Robot Standardization Technical Committee in 2021 [6]. - A group standard for humanoid robot intelligence classification has been established, which helps clarify the technical development direction for enterprises along the industry chain [6]. - The establishment of a public service platform for embodied intelligence is underway, providing comprehensive services for technology research and development, data collection, and industrial application [6]. - A national-level standardization pilot for embodied intelligence has been launched, aiming to establish over 80 standards for training grounds across the country [6]. - The standardization efforts are expected to create a fair competitive market environment, alleviating market chaos and promoting high-quality industry development [6].