机械设备行业周报：英伟达打造机器人研发生态，创新进展可期

Investment Rating - The report rates the mechanical equipment industry as "Overweight" [6] Core Insights - NVIDIA has launched several new products aimed at enhancing robot development, including the GR00T humanoid robot model, the upgraded Isaac Lab platform, and the Jetson Thor computing platform, which are expected to optimize robot training and improve AI applicability [7][11][13] - The report emphasizes the importance of collaboration with manufacturers to build a robust ecosystem for robot development, highlighting partnerships with various humanoid robot companies [7][17] - Investment suggestions focus on companies collaborating with NVIDIA, such as Ninebot and Orbbec, which are expected to benefit from advancements in AI computing and simulation platforms [7][17] Summary by Sections NVIDIA's New Products for Robotics - NVIDIA introduced the GR00T model, which can process multimodal instructions to generate robot action commands, enhancing the learning capabilities of robots [11] - The Jetson Thor platform offers significant computational power, supporting advanced AI applications in robotics [13] - The upgraded Isaac Lab platform allows for simultaneous training of thousands of robots, facilitating better simulation of real-world interactions [15] Industry Dynamics - The report notes that Huazhong CNC achieved a revenue of 2.115 billion yuan in 2023, marking a 27.13% year-on-year increase, with significant growth in various segments [8] - Predictions indicate a recovery in domestic excavator sales, with an expected 6.48% year-on-year increase in March 2024 [8] - The report highlights the changing landscape of domestic and international sales in the engineering machinery sector, with a noted increase in export value [8] Investment Recommendations - The report suggests focusing on companies within the robot and related components supply chain, particularly those with established partnerships with NVIDIA [7][17] - Companies such as Sanhua Intelligent Control, Lede Harmony, and Mingzhi Electric are recommended based on their industry position and fundamental performance [7]