Galaxy Securities has highlighted that, over the past four Five-Year Plan periods, investment opportunities within the mechanical equipment sector have distinctly mirrored the defining characteristics of each era. For instance, the '11th Five-Year Plan' era was marked by construction machinery, the '12th Five-Year Plan' by industrial robots, the '13th Five-Year Plan' by new energy equipment, and the '14th Five-Year Plan' by humanoid robots. As we look forward to the '15th Five-Year Plan', it is anticipated that the 'AI Era' will significantly propel investment prospects in the mechanical equipment industry, with a central focus on AI. Galaxy Securities recommends prioritizing two primary directions: AI infrastructure and AI-driven advancements. Within the realm of AI infrastructure, it advocates for investment in AI PCB equipment, AIDC power generation facilities, liquid cooling systems, and semiconductor equipment. When it comes to AI-driven advancements, the emphasis is placed on embodied robotics and the practical deployment of application scenarios.