机械行业周报:低空经济发展良好 看好国内出口龙头企业

国元证券
Jul 29, 2025

周度行情回顾2025 年7 月20 日至7 月25 日,上证综指上涨1.67%,深证成指上涨2.33%,创业板指上涨2.76%。其中申万机械设备上涨2.56%,相较沪深300 指数跑赢0.86pct,在31 个申万一级行业中排名第16。细分子行业来看,申万通用设备/专用设备/轨交设备Ⅱ/工程机械/自动化设备分别涨2.32%/1.98%/3.02%/5.34%/1.48%。重点板块跟踪低空经济板块:...

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