机械行业研究:看好商业航天、工程机械和工业互联网

国金证券
Jan 18

行情回顾本周板块表现:上周(2026/1/12-2026/1/16)5 个交易日,SW 机械设备指数上涨1.91%,在申万31 个一级行业分类中排名第5;同期沪深300 指数下跌0.57%。2026 年至今表现:SW 机械设备指数上涨7.40%,在申万31 个一级行业分类中排名第7;同期沪深300 指数上涨2.20%。核心观点拥抱Space X 链和火箭的3D 打印方向。根据ITU 官网,我国25...

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