每經AI快訊，中信證券研報認為，通(tong)(tong)(tong)用(yong)(yong)(yong)(yong)(yong)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)(zao)業(ye)(ye)即通(tong)(tong)(tong)用(yong)(yong)(yong)(yong)(yong)自動化，是(shi)指(zhi)具有高標準化且可以廣泛(fan)應用(yong)(yong)(yong)(yong)(yong)于(yu)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)(zao)業(ye)(ye)的(de)(de)通(tong)(tong)(tong)用(yong)(yong)(yong)(yong)(yong)設備(bei)產(chan)業(ye)(ye)，國內具有數千(qian)億市場，下(xia)游覆蓋全(quan)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)(zao)業(ye)(ye)。通(tong)(tong)(tong)用(yong)(yong)(yong)(yong)(yong)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)(zao)業(ye)(ye)符(fu)合基(ji)欽周(zhou)期(qi)，今年以來持續周(zhou)期(qi)筑(zhu)底(di)，目(mu)前(qian)各項指(zhi)標均表(biao)明通(tong)(tong)(tong)用(yong)(yong)(yong)(yong)(yong)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)(zao)業(ye)(ye)復蘇漸起。庫存和信貸(dai)水(shui)平對于(yu)通(tong)(tong)(tong)用(yong)(yong)(yong)(yong)(yong)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)(zao)業(ye)(ye)基(ji)本(ben)面(mian)和通(tong)(tong)(tong)用(yong)(yong)(yong)(yong)(yong)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)(zao)業(ye)(ye)板(ban)(ban)塊行(xing)情具有較強的(de)(de)領先性(xing)(xing)，預計2023年四(si)季度通(tong)(tong)(tong)用(yong)(yong)(yong)(yong)(yong)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)(zao)業(ye)(ye)將(jiang)全(quan)面(mian)復蘇，通(tong)(tong)(tong)用(yong)(yong)(yong)(yong)(yong)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)(zao)業(ye)(ye)板(ban)(ban)塊行(xing)業(ye)(ye)也有望(wang)持續上揚(yang)。因(yin)此，建議(yi)順勢(shi)而為，關注整體通(tong)(tong)(tong)用(yong)(yong)(yong)(yong)(yong)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)(zao)業(ye)(ye)板(ban)(ban)塊，并關注其中核心代表(biao)性(xing)(xing)公司。