This week, the SW Machinery and Equipment Index rose by 0.45%, outperforming the Shanghai and Shenzhen 300 Index by 1.01 percentage points. The secondary sub-sectors of Guolian Machinery and Equipment's stock pool in the week were metal products (+2.21%) and transportation equipment (+1.89%); the top three sub-sectors in the week were abrasives (+3.39%). ), agricultural machinery (+2.59%) and metal products III (+2.21%). The top stock gains of Guolian Machinery and Equipment Stocks Week were Wenyi Technology (600520.SH), *ST Dongda (002248.SZ), Jidong Equipment (000856.SZ) and Shanghai Mechatronics (600835.SH), etc.; In terms of tracking targets, the stocks that performed well for the week included Eston (002747.SZ), Nanfeng (300124.SZ), and Inovance Technologies (300124.SZ). Investment Strategy Luo Junjie, Deputy Director of the Department of Equipment Industry of the Ministry of Industry and Information Technology, said at the 2nd International Robot Testing and Certification Summit held in Chongqing on the 13th that in the first 10 months of this year, China’s industrial robot production exceeded 100,000 units for the first time, an increase of nearly 70% year-on-year. Production is expected to exceed 120,000 units for the first time. Under the background that the demographic dividend is gradually disappearing and labor costs continue to rise, smart manufacturing is an inevitable direction for the transformation of China's manufacturing industry. Constant breakthroughs in the core basic technology field will accelerate the process of manufacturing upgrade, accompanied by various items under the overall framework of China Manufacturing 2025. With continued support policies, companies in the smart manufacturing sector will continue to benefit from it. From the perspective of specific data, first of all, the proportion of the aging population structure in China continues to increase. The proportion of the 15-64 year old labor force in China has fallen from the highest 74.5% in 2010 to 72.6% in 2016, and the demographic dividend is disappearing. At the same time, labor costs in the manufacturing industry continue to rise. The annual average wage of Chinese manufacturing workers has risen from 8,750 yuan in 2000 to 55,324 yuan in 2015. The reduction of the number of workers and the improvement of the automation level of the production process have become the general appeal of manufacturing companies; second, the automation of manufacturing industries in China. There is still a great deal of room for improvement, and the demand for robots is on the long term. The density of manufacturing robots in Japan, Korea, Germany, and the United States was 314, 478, 292, and 164 units per 10,000 people, far higher than the 36 units/people in China (the average of the world average was 66). According to the blueprint of the “China Manufacturing 2025†industrial technology roadmap released by the committee, the sales volume of industrial robots will reach 150,000 units and the number of possessions will reach 800,000 units by 2020. In the future, the production and sales volume of industrial robots in China will continue to grow rapidly. We are optimistic about the automation industry leader who masters the core component technology. We recommend focusing on robots (300024.SZ), Incheon Technologies (300124.SZ), Superstar Technology (002444.SZ), and Xinjie Electric (603416.SH). Important news China Robot Industry Development Conference held on December 14, 2017 in Chongqing, Thailand. Chiang Mai High Speed ​​Rail confirmed the introduction of Shinkansen and has completed feasibility study risk warning Commodity prices have risen; real estate investment growth has declined; risk of exchange rate fluctuations, etc. Embedded Scanners,Embedded Barcode Scanner,Embedded Qr Code Scanner,Embedded Barcode Reader Guangzhou Winson Information Technology Co., Ltd. , https://www.barcodescanner-2d.com