机械设备行业周报：2024年我国工程机械进出口贸易额为554.5亿美元，同比增长8.59%

Investment Rating - The industry investment rating is "Positive" for the engineering machinery sector [25][35]. Core Viewpoints - The report highlights that China's engineering machinery import and export trade volume is projected to reach USD 55.45 billion in 2024, representing a year-on-year growth of 8.59% [7][8]. - The report maintains a "Positive" rating for the industry, emphasizing the expected demand increase due to urban renewal initiatives and the recovery of the real estate market [25]. Summary by Sections Industry News - The rental index for aerial work platforms in December 2024 was 616 points, showing a month-on-month decrease of 1.3% [7]. - The import value for engineering machinery in December 2024 was USD 216 million, a year-on-year increase of 5.52%, while the export value was USD 5.047 billion, up 26.3% [7]. Industry Data - The comprehensive steel price index (CSPI) was 96.06 as of January 17, 2025 [9]. Company Announcements - Shandong Weida announced a projected net profit increase of 44.24%-86.31% for 2024 [13]. - Dazhu CNC projected a net profit increase of 99.19%-136.08% for 2024 [14]. Market Review - From January 15 to January 21, 2025, the Shanghai and Shenzhen 300 Index rose by 0.32%, while the machinery equipment sector increased by 2.02%, outperforming the index by 1.71 percentage points [16]. Weekly Insights - Excavator sales in 2024 are expected to reach 201,100 units, reflecting a year-on-year growth of 3.13% [25]. - The report anticipates that 2025 will be a pivotal year for humanoid robots, with significant investment opportunities in the related supply chain [25].