【中信证券:三条主线投资中国精密仪器赛道突围】中信证券指出,精密仪器是现代工业和科技发展的基石。近年来大国竞争日趋激烈,美国对精密仪器封锁围堵风险提升。结合国内精密仪器企业市场生态,建议通过三条主线投资中国精密仪器赛道突围:1)寻找下游应用领域丰富的光学仪器赛道中的“中国蔡司”;2)寻找受益国内高端制造产业链崛起的电子测量仪器赛道中的“中国惠普”;3)寻找分析仪器赛道中的“中国赛默飞”。

金融界
23 Apr
中信证券指出,精密仪器是现代工业和科技发展的基石。近年来大国竞争日趋激烈,美国对精密仪器封锁围堵风险提升。结合国内精密仪器企业市场生态,建议通过三条主线投资中国精密仪器赛道突围:1)寻找下游应用领域丰富的光学仪器赛道中的“中国蔡司”;2)寻找受益国内高端制造产业链崛起的电子测量仪器赛道中的“中国惠普”;3)寻找分析仪器赛道中的“中国赛默飞”。

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