Investment Rating - The industry rating is optimistic, expecting an overall return exceeding the CSI 300 index by more than 5% in the next six months [11]. Core Insights - The mechanical sector showed a 0.67% increase on June 5, 2025, outperforming the CSI 300 index, which rose by 0.23%. The industrial robotics and control systems sub-sector had the highest increase at 1.83%, while textile machinery saw the largest decline at 1.09% [3][2]. - Kepler Robotics has successfully completed a Pre A+ round of financing, indicating strong investor interest in the robotics sector. This follows a previous financing round just a month prior, highlighting the rapid growth and capital attraction in the industry [7]. - The establishment of the Hubei Humanoid Robot Innovation Center aims to foster innovation and development in humanoid robotics, with a focus on multi-disciplinary collaboration to enhance technology and application in real-world scenarios [9][8]. Summary by Sections Market Performance - As of June 5, 2025, the CSI 300 index increased by 0.23%, while the mechanical sector rose by 0.67%, ranking 7th among all primary industries. The industrial robotics and control systems sub-sector experienced the highest growth at 1.83% [3][2]. Company Announcements - Kepler Robotics has attracted significant attention with its recent financing rounds, reflecting a robust interest in the robotics market driven by technological advancements and increasing demand for automation across various sectors [7]. Industry News - The Hubei Humanoid Robot Innovation Center has been inaugurated, aiming to create a collaborative platform for humanoid robotics development, with a focus on training and data collection to enhance robot capabilities in practical applications [9][8].

Industry News - The Hubei Humanoid Robot Innovation Center was officially inaugurated on June 4, located in the Hubei Humanoid Robot Industrial Park, funded by the East Lake High-tech Development Zone. The center aims to create a public service platform for humanoid robots that is innovative, collaborative, open, and shared [6][7] - The global humanoid robot industry is currently at a critical stage of technological innovation and industrial development, requiring collaboration across multiple disciplines such as mechanics, materials, and artificial intelligence to integrate humanoid robots into everyday life [6][7] - The center features various facilities including action training fields, data collection areas, application practice spaces, and talent training bases, which will support the development of humanoid robots [6][7] - The East Lake High-tech Development Zone has established a complete ecosystem for the humanoid robot industry, with over 13 companies in the supply chain and 27 companies capable of product supply, predominantly from the Wuhan area [7] Company Announcements - Suzhou Fangguang Phase II Venture Capital Partnership reduced its stake in Guangge Technology by 0.76% from May 8 to May 16, 2025 [3] - Nantong Jinlun Holdings reduced its stake in Wuchan Jinlun by 0.4884% through various trading methods [3] - Hangzhou Ruibu Investment Management Partnership plans to reduce its stake in Aike Technology by 1.00% [3] - Liu Yan, a major shareholder in Oat Technology, plans to reduce her stake by 2.00% through block trading [3] - Huachangda repurchased 0.2068% of its shares by May 31, 2025 [3] - Meichang Co. repurchased 0.0919% of its shares by May 31, 2025 [3] Market Performance - On June 5, 2025, the CSI 300 index rose by 0.23%, while the machinery sector increased by 0.67%, ranking 7th among all primary industries. The industrial robotics and industrial control systems sector saw the highest increase of 1.83%, while the textile and apparel machinery sector experienced the largest decline of 1.09% [2] - Notable stock performances included Gongda Keya (+19.99%), Chaojie Co. (+15.94%), and Weike Technology (+14.14%) on the gainers' list, while Zhongyou Technology (-12.76%), Xizhuang Co. (-10.00%), and Kaile Co. (-9.95%) led the decliners [2]

2025 年 05 月 12 日 行业日报 看好/维持 机械 机械 太平洋机械日报（20250512）：华为与优必选签署全面合作协议 证券分析师：崔文娟 电话：021-58502206 E-MAIL：cuiwj@tpyzq.com 分析师登记编号：S1190520020001 证券分析师：刘国清 电话：021-61372597 E-MAIL：liugq@tpyzq.com 分析师登记编号：S1190517040001 证券分析师：张凤琳 电话： E-MAIL：zhangfl@tpyzq.com 分析师登记编号：S1190523100001 [Table_Summary] 报告摘要 ◼ 走势比较 (20%) (10%) 0% 10% 20% 30% 24/5/13 24/7/24 24/10/4 24/12/15 25/2/25 25/5/8 ◼ 子行业评级 相关研究报告 市场表现： 2025 年 5 月 12 日，沪深 300 上涨 1.16%，机械板块上涨 2.67%， 在所有一级行业中排名 2。细分行业看，工业机器人及工控系统涨 幅最大，上涨 5.80%；半导体设备跌幅最大，下跌 0.02%。个股方 面， ...