投资要点：行情回顾2025 年以来，申万机械设备行业上涨6.89%，跑赢沪深300 指数8.66 个百分点。业绩方面，2025 年一季度机械设备行业业绩增长明显，一季度行业实现营业总收入4614.33 亿元，同比增长9.86%；实现归母净利润336.84 亿元，同比增长23.84%。2025 年一季度行业毛利率为22.88%，较24 年同期减少0.43pct；净利率为7.90%，较24 年同期增加...
Source Link投资要点：行情回顾2025 年以来，申万机械设备行业上涨6.89%，跑赢沪深300 指数8.66 个百分点。业绩方面，2025 年一季度机械设备行业业绩增长明显，一季度行业实现营业总收入4614.33 亿元，同比增长9.86%；实现归母净利润336.84 亿元，同比增长23.84%。2025 年一季度行业毛利率为22.88%，较24 年同期减少0.43pct；净利率为7.90%，较24 年同期增加...
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