智通财经APP获悉,万联证券发布研报称,10月挖掘机销量增速有所放缓,装载机销量保持高增长,但从内需视角上看行业基本面依然稳固,国内更新换代的需求和大型基建项目的开工,为内需提供了有力支撑。行业逐步进入增长新阶段,行业的竞争已超越传统规模与价格战,转向了全球化运营能力与技术路线前瞻布局的比拼。未来在设备更新、地方政府化债等政策推动下,国内需求有望加速复苏。万联证券主要观点如下:10月中国挖掘机销量...
Source Link智通财经APP获悉,万联证券发布研报称,10月挖掘机销量增速有所放缓,装载机销量保持高增长,但从内需视角上看行业基本面依然稳固,国内更新换代的需求和大型基建项目的开工,为内需提供了有力支撑。行业逐步进入增长新阶段,行业的竞争已超越传统规模与价格战,转向了全球化运营能力与技术路线前瞻布局的比拼。未来在设备更新、地方政府化债等政策推动下,国内需求有望加速复苏。万联证券主要观点如下:10月中国挖掘机销量...
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