机械设备行业：提振消费专项行动发布，上游设备产业链及中游相关机械产品或将受益

Investment Rating - The industry investment rating is maintained at "Overweight" [5] Core Insights - The report highlights the acceleration of transformation and upgrading in the civil explosives sector, which is expected to benefit the machinery equipment industry [4] - The "Consumption Boost Action Plan" released by the central government aims to enhance income levels and ensure consumer capacity, providing a solid demand foundation for machinery equipment [5] - The plan emphasizes various measures to increase income for farmers and improve living standards, which will indirectly boost demand for construction and agricultural machinery [5] Summary by Sections Recent Industry Performance - The industry has shown relative returns of 7.03% over one month, 12.75% over three months, and 14.56% over twelve months compared to the CSI 300 index [3] Policy Impact - The "Consumption Boost Action Plan" includes initiatives to support the elderly, enhance tourism infrastructure, and promote the upgrade of durable consumer goods, which will drive demand for related machinery [5] - Specific measures include promoting the installation of elevators in multi-story buildings and supporting the development of tourism equipment, which will benefit the machinery sector [5] Market Opportunities - The report suggests focusing on listed companies in the machinery equipment sector that align with the highlighted areas of growth, such as construction machinery and agricultural equipment [5]