机械行业2024年投资策略：向新而生，破局而立

Investment Rating - The industry rating is "Overweight" [1] Core Viewpoints - The mechanical industry is poised for growth driven by new technologies and changing dynamics, with a focus on AI-related sectors, autonomous supply chains, and export chains as key investment opportunities for 2024 [3][45] - The government has prioritized "new quality productivity" as a key task, indicating a shift towards high-end intelligent manufacturing and the need for self-sufficiency in critical technologies [11][45] - The investment strategy emphasizes "focusing on new technologies and embracing new dynamics" as the main theme for 2024 [3][45] Summary by Sections New Technologies - AI integration in manufacturing is expected to drive significant transformation, with key areas of focus including humanoid robots, CNC systems, industrial software, and smart logistics [3][54] - The emergence of new technologies in specialized equipment, particularly in lithium battery and photovoltaic sectors, is highlighted as a promising investment area [3][54] New Dynamics - The global political and economic landscape is shifting, creating opportunities for China's manufacturing sector to advance towards high-end production and self-sufficiency [3][31] - The report identifies autonomous control of supply chains and export opportunities as critical growth areas, particularly in response to international demand recovery [3][31] Recommendations - Key companies to watch include those involved in humanoid robots, composite conductors, photovoltaic technologies, and autonomous control systems [3][53] - Specific companies mentioned include Mingzhi Electric, Green Harmonic, and Huazhong CNC among others [3][53]