摘要核心观点：总体：需求温和复苏。（1）样本统计来自申万分类的申万机械设备行业以及申万国防军工共595家公司。1-3Q25，机械行业实现收入16810亿元、同比增长9.4%；实现归母净利润1164亿元，同比增长17.5%。单三季度，机械行业实现收入6004.9亿元、同比增长11.7%；实现归母净利润365.6亿元，同比增长9.9%。机械行业业绩逐季度看，收入呈现稳健提升趋势。逐季度看，收入呈现稳健...
Source Link摘要核心观点：总体：需求温和复苏。（1）样本统计来自申万分类的申万机械设备行业以及申万国防军工共595家公司。1-3Q25，机械行业实现收入16810亿元、同比增长9.4%；实现归母净利润1164亿元，同比增长17.5%。单三季度，机械行业实现收入6004.9亿元、同比增长11.7%；实现归母净利润365.6亿元，同比增长9.9%。机械行业业绩逐季度看，收入呈现稳健提升趋势。逐季度看，收入呈现稳健...
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