自动化设备行业预期向好，工业机器人发展迅速。根据睿工业数据，2022年中国工业机器人销量超过28万台，同比增长10%。工业机器人的快速发展主要受益于新能源车、锂电、光伏、医疗等新兴行业需求拉动。我们认为工业自动化设备或将进入上行周期，我们看好机床行业、注塑机行业、压铸机行业的机会。
　　1月工程机械销量下滑，但全年内需有望复苏。受疫情及春节假期影响，中国1月挖掘机销量同比下滑33.1%，环比下滑38.1%。随着疫情影响消退及房地产受政策支持，工程机械相关订单逐步恢复。《工程机械杂志》预估2月挖掘机销量将增长。海外市场需求强于内需，主要是由于东南亚市场工程建设需求大，欧美地区需求维持稳定。中国工程机械企业有望受益于海外市场的持续需求。
　　科学仪器行业获国家政策支持，国产替代加速。中共中央政治局提出要早日实现用中国自主的研究平台、仪器设备来解决重大基础研究问题。目前中国科学仪器行业主要依赖进口，2016-2019年中国大型科研仪器整体进口率达70.60%，国产替代需求强烈。
　　风险因素：经济复苏不及预期。

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