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Key industry trends: Industrial robot sales maintain rapid growth. 1) According to the National Bureau of Statistics, the output of industrial robots in October was 21467 units/yoy+38.5%, and the output from January to October was 183447 units/yoy+21%. The main downstream industrial robots include automobiles, 3C, etc. Automobile sales are still in the process of continuous recovery, and the 3C industry's prosperity is still high. We believe that the high growth rate of industrial robots will continue. 2) According to statistics from the Bureau of Statistics, the nationally regulated industrial added value in October increased by 6.9% year-on-year, and the growth rate was the same as in September. The added value of the equipment manufacturing industry increased by 10.8% year-on-year. From the perspective of product output, new energy vehicles, mining, shoveling The output of soil transportation machinery, microcomputer equipment, and integrated circuits increased by 94.1%, 30.2%, 28.0%, and 20.4% respectively year-on-year, showing strong growth momentum. Continue to focus on the domestic industrial chain of lithium battery equipment, construction machinery and semiconductor equipment.
