券商中国·2025-09-29 09:44Core Viewpoint - The article highlights the release of the "Mechanical Industry Stabilization and Growth Work Plan (2025-2026)" by six government departments, aiming to promote high-quality development in the manufacturing sector, particularly in key areas such as industrial mother machines, agricultural machinery, and robotics [1][3][6]. Group 1: Policy Initiatives - The plan aims for the mechanical industry to maintain a stable and positive trend, targeting an average annual revenue growth rate of approximately 3.5%, with total revenue exceeding 10 trillion yuan by 2025-2026 [3]. - Specific measures include enhancing major technological renovations and large-scale equipment updates, focusing on replacing outdated equipment with more efficient and environmentally friendly alternatives [3][4]. - The plan emphasizes the promotion of intelligent manufacturing and the integration of new technologies such as artificial intelligence and quantum technology into equipment development [6][7]. Group 2: Market Response - Following the announcement, the robotics sector saw significant activity in the stock market, with nearly 20 related stocks hitting the daily limit or rising over 10% [2][8]. - The non-ferrous metals sector also experienced a collective surge, with an overall increase of more than 3.7% on the same day, driven by supportive policies in various industries [2]. Group 3: Industry Development Focus - The plan outlines the need to cultivate competitive small and medium-sized enterprises and industry clusters with international competitiveness, particularly in high-tech fields [3][7]. - It encourages the development of new economic models such as the "first economy," "ice and snow economy," and "smart tourism," expanding the application of specialized robots and smart equipment [5][6]. - The initiative aims to enhance the integration of artificial intelligence in healthcare, promoting the use of smart medical equipment and robotics in various healthcare scenarios [5][6].