汽车零部件、机器人周度跟踪：本周交易热度上升，人形板块持续贡献超额收益-20260104

Investment Rating - The industry investment rating is "Overweight," indicating an expected outperformance of the industry index relative to the benchmark by more than 5% in the next six months [58]. Core Insights - The automotive parts sector saw a weekly increase of 2.91%, ranking first among the SW automotive sector, with a year-to-date increase of 42.58% [2][15]. - The robotics sector experienced a weekly rise of 3.73%, with a year-to-date increase of 62.08%, outperforming the automotive parts sector by 0.83% [2][29]. - Key companies in the automotive parts sector are making strategic moves, such as Silver Wheel's investment of 380 million yuan in capacity expansion and Huada Technology's announcement of a cash dividend plan [2][51]. Summary by Sections Automotive Parts Sector Weekly Review - The automotive parts sector ranked first in the SW automotive index this week, with a year-to-date performance of +42.58% [15][19]. - The sector's PE (TTM) is at a historical 79.44% percentile, and PB (LF) is at 75.50% [27]. - The top-performing stocks this week include Xinquan Co. (+14.05%), Beite Technology (+11.64%), and Top Group (+8.26%) [2][46]. Robotics Sector Weekly Review - The robotics index increased by 3.73% this week, with a year-to-date performance of +62.08% [29]. - The sector's PE (TTM) is at a historical 45.12% percentile, and PB (LF) is at 54.43% [39]. - Notable developments include the planned A-share listing of Yuejiang Technology and the H-share listing of Zhejiang Rongtai [40]. Key Company Tracking - Key companies in the automotive parts sector include Fuyao Glass, Top Group, and Silver Wheel, with significant recent announcements regarding capacity expansion and dividend plans [51][46]. - The top five stocks by weekly performance are Xinquan Co., Beite Technology, Top Group, Daimai Co., and New Coordinates [2][46]. Investment Recommendations - For the automotive parts sector, focus on companies with structural opportunities, particularly those enhancing ASP through high-value segments and expanding capacity in Europe, North America, and Southeast Asia [2][53]. - In the robotics sector, look for certainty in opportunities, especially with the upcoming release of Optimus V3 and the application of domestic manufacturers [2][53].