Investment Rating - The report does not explicitly state an investment rating for the mechanical equipment industry, but it provides insights into the performance of the industry compared to the broader market indices [7]. Core Insights - The mechanical equipment index decreased by 0.43% last week, while the Shanghai and Shenzhen 300 index fell by 1.08%, indicating a relatively better performance of the mechanical equipment sector [7]. - The overall valuation level of the mechanical industry is reported at 31.0 times [7]. - The top-performing segments within the mechanical industry include oil and gas development equipment, testing services, and shipping equipment, with year-to-date gains led by wind power equipment, machine tools, and engineering machinery [12]. Summary by Sections Weekly Market Review - The mechanical equipment index's performance ranked 21st among 31 industries, with a slight decline compared to the previous week [7]. - The report highlights the valuation of the mechanical industry and its comparative performance against major indices [7][10]. Key News Tracking - The report covers significant developments in various segments, including: - **Engineering Machinery**: The rental index for lifting platforms increased by 8.2% month-on-month, indicating a positive trend in equipment utilization [16]. - **Rail Transit**: The first series of standard new energy locomotives were exported, marking a significant achievement for China's green rail transport equipment [17]. - **Oil and Gas Equipment**: The completion of the largest offshore oil and gas platform in the Bohai Sea showcases advancements in technology and capacity [18]. - **Shipping Equipment**: The delivery of a large LNG transport vessel reflects improvements in construction efficiency [18]. - **Lithium Battery Equipment**: Updates on solid-state battery projects indicate ongoing innovation in the sector [19]. - **Photovoltaic Equipment**: The establishment of a large photovoltaic demonstration base in a challenging climate area represents a significant milestone [20]. Industry Performance - The report provides detailed performance metrics for various sub-sectors within the mechanical equipment industry, highlighting both weekly and year-to-date performance [15]. - Specific companies and their performance within these segments are also noted, indicating a diverse landscape of growth opportunities [15].

据日本防卫省表示，费兰在会面中提到美国具有增加船舶生产等的问题意识。 与日本防卫相中谷(右)握手的美国海军部长费兰(4月28日、日本防卫省) 访问日本的美国海军部长在与日本防卫相中谷元会面时表示希望日本对美国造船业提供协 助。从目前的建造能力来看，中国被认为达到美国的200倍以上。美方认为"与日韩这样在造 船方面有优势的同盟国合作不可或缺"…… 美国海军部长约翰·费兰4月28日在日本防卫省与日本防卫相中谷元会面，表示希望日本对美国造船业提 供协助。背后原因是美国与中国的造船能力差距已成为本国安全保障上的漏洞。再加上总统特朗普提 出"重振美国制造业"的口号，美方正在加强动作，寻求同盟国日本和韩国在造船方面提供协助。 日本企业的优势在于自主造船能力。FFM目前有12艘建造计划，其中6艘已服役。除了船体之外，雷达 等也由三菱电机等日本企业负责。关于潜艇，据称日本在使用锂电池的潜艇等方面拥有世界顶级的技 术。 与日本相比，企业规模和世界市场份额更大的韩国企业也已经展开行动。 美国的造船业曾被称为世界最强，在第二次世界大战期间的1944年达到顶峰时拥有140万个工作岗位。 战后，随着进入高速增长期的日本造船业的存在感提 ...