随着全球晶圆厂资本开支有望回暖，2024 年全球设备市场有望见底回升，我们对国内大客户后续验证与扩产也持积极态度，中国大陆市场也将同步回升。同时，根据我们测算，2023 年设备国产化率已从 2018 年的 4.91%提升至 19.92%，国内设备厂商有望持续受益份额提升。目前在外部制裁不断收紧的背景下，我们认为国产替代是必经之路，紧跟自主可控主旋律。

2024 年 11 月 6 日，在 AI 科技日上，小鹏汽车发布了新一代人形 机器人 Iron。Iron 采用仿人设计，搭载自研 AI 芯片和智能系统，展示 了小鹏在机器人技术方面的最新探索。同时，小鹏也在会上进一步展 示了其在人形机器人商业化应用上的布局。小鹏的新一代人形机器人Iron 在硬件和技术上都进行了全方位升级。相比上一代 PX5，Iron 的设计更加贴近人类形态，性能上也有了显著提升。

10月中信机械板块上涨3.38%，跑赢沪深300指数（-2.32%）5.7个百分点，在30个中信一级行业中排名第8名

Hygiene has become a major concern for people across the globe, particularly catalyzed by recent pandemic situations across regions. It has become imperative to reduce the risk of contamination and infection through human transfer. This has been instigated by the recent pandemic situation across the regions. It became very important to reduce the risk of contamination and infection through human transfer. Technological developments such as touchless dispensing, quantity control, and remote monitoring have popularized restroom dispensers

The global demand for handheld metal detectors has been on the rise in recent years, driven by a combination of factors. The primary driver of this increased demand is the growing concern over security threats and the need for enhanced security measures in public spaces, such as airports, schools, and government buildings. Many organizations and institutions have implemented stricter security protocols, including the use of handheld metal detectors to screen individuals for weapons and other prohibited items.