国泰君安机械调研邀请函

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies [1]. Core Insights - The report highlights that Lian De Equipment (联得装备) is a leader in panel equipment with a promising outlook for high order growth [2]. - Zhaowei Electromechanical (兆威机电) is noted for its leadership in micro transmission and its strategic layout in robotic dexterous hands [2]. Company Summaries - Lian De Equipment (联得装备) is positioned as a leading player in the panel equipment sector, with expectations for significant order increases [2]. - Zhaowei Electromechanical (兆威机电) is recognized for its advancements in micro transmission technology and its focus on developing robotic dexterous hands, indicating a strong future growth potential [2].