2025年6月,国内挖掘机内销与出口增速均较5月回升。华泰证券研报指出,内外需回暖推动行业景气度上行,其中二手挖机出口快速增长,有效拉动国内更新需求。同时,国产品牌在全球市场占有率持续提升,海外市场拓展成效显著。研报看好工程机械行业复苏态势,推荐关注主机厂及核心零部件龙头企业。
Source Link2025年6月,国内挖掘机内销与出口增速均较5月回升。华泰证券研报指出,内外需回暖推动行业景气度上行,其中二手挖机出口快速增长,有效拉动国内更新需求。同时,国产品牌在全球市场占有率持续提升,海外市场拓展成效显著。研报看好工程机械行业复苏态势,推荐关注主机厂及核心零部件龙头企业。
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