This equity research report focuses on the Machinery Sector, with a bi-weekly update on the Construction Machinery Industry and the Scientific Instrument Industry. The report highlights the expected improvement in the automation equipment industry, driven by demand from emerging industries such as new energy vehicles, lithium batteries, photovoltaics, and medical care. The report also notes that industrial robots are developing rapidly, with China's sales exceeding 280,000 units in 2022, an increase of 10% YoY. The report predicts that sales of construction machinery fell in January due to the local Covid epidemic and the Spring Festival holiday, but domestic demand is expected to recover throughout the year. Orders related to construction machinery gradually recovered, and CME predicted that sales of excavators in February will increase. Demand in overseas markets was stronger than domestic demand, mainly due to high demand for engineering construction. The report concludes that the scientific instrument industry is supported by policies, and there are opportunities in the machine tool industry, injection molding machine industry, and die-casting machine industry.
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