Investment Rating - The mechanical equipment sector is rated as "stronger than the market" with a performance increase of 3.21% compared to the Shanghai and Shenzhen 300 Index's increase of 2.37% during the week of August 11-15, 2025 [5][11]. Core Insights - The report highlights the rapid commercialization of humanoid robots, with significant advancements in hardware and collaboration within the supply chain, particularly noting the performance of Yush Robot at the World Humanoid Robot Games [3][32]. - The semiconductor equipment sector is experiencing growth due to strategic acquisitions, such as Zhengfan Technology's acquisition of Han Jing Semiconductor, which aims to enhance technology and market reach [3][36]. - The controlled nuclear fusion sector is seeing increased activity, with new bidding and winning projects indicating a shift from laboratory research to engineering applications [3][37]. Summary by Sections Weekly Performance - The mechanical equipment sector outperformed the Shanghai and Shenzhen 300 Index, with a weekly increase of 3.21% [11]. - The sub-sector of other automation equipment showed the best performance with a 12.1% increase [5][15]. Key Company Developments - Yush Robot showcased its advanced humanoid robots at the World Humanoid Robot Games, demonstrating superior hardware capabilities and algorithmic advancements [3][30][32]. - Zhengfan Technology's acquisition of Han Jing Semiconductor for 1.12 billion RMB aims to leverage complementary technologies and expand market access [3][36]. - The report includes a summary of key companies' performance in the first half of 2025, highlighting significant revenue and profit growth across various sectors [3][28]. Sector Trends - The report notes a general recovery in the valuation of the mechanical equipment sector, with a PE-TTM of 37.2x, and highlights the top-performing sub-sectors [3][18]. - The humanoid robot sector is experiencing rapid advancements, with Yush Robot's products achieving notable success in competitions, reflecting a mature hardware ecosystem [3][32]. - The controlled nuclear fusion sector is actively pursuing new projects, indicating a growing interest and investment in this area [3][37].