$Lead Intelligent Equipment Co., Ltd.(300450.SZ) is the absolute leader in lithium battery equipment, covering major customers such as CATL and BYD. The pace of battery capacity expansion directly determines order visibility.
$Zhaowei Machinery & Electric Co., Ltd.(003021.SZ) is an expert in high-precision reducers and micro-drive systems, a potential beneficiary in the humanoid robot joint drive market.
$Huayan Robot(688017.SH) focuses on industrial collaborative robots, with the rapid increase in domestic smart factory penetration being a structural driver.
$Fourier(A00000.SH) is a leading brand in medical rehabilitation robots, with demand from an aging population providing long-term growth support.
The precision manufacturing sector's performance has diverged this year. Valuations of top-tier core equipment manufacturers still have room for compression, but midstream segment leaders possess strong order certainty under the domestic substitution narrative.
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