回顾2025 年，内需支撑有限、海外摩擦不断的背景下，国内工业品出口链企业通过把握新兴市场结构性景气的机遇，整体显现了突出的韧性。展望2026 年，美联储降息预期升温、能源供给持续紧张的背景下，发达市场有望迎来需求复苏，海外β或将由区域分化迈向统一向上，工业品出口链充分受益，其中：①从确定性的角度，我们重点看好工程机械板块投资机会；②从成长性的角度，我们重点看好矿山机械、风电设备板块投资机会。...
Source Link回顾2025 年，内需支撑有限、海外摩擦不断的背景下，国内工业品出口链企业通过把握新兴市场结构性景气的机遇，整体显现了突出的韧性。展望2026 年，美联储降息预期升温、能源供给持续紧张的背景下，发达市场有望迎来需求复苏，海外β或将由区域分化迈向统一向上，工业品出口链充分受益，其中：①从确定性的角度，我们重点看好工程机械板块投资机会；②从成长性的角度，我们重点看好矿山机械、风电设备板块投资机会。...
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