智通财经APP获悉，里昂发布研报称，在反内卷政策持续推进等背景下，中国工业板块正出现三大关键推动力，包括矿业设备需求上升、人形机械人供应链成熟，以及快递行业整合。
就核心业务而言，该行预期设备更换周期将持续，加上电网及可再生能源投资创新高，将推动挖掘机销售增长约10%。一线供应商的海外工厂已准备就绪，将于下半年启动人形机械人量产;而受锂相关领域强劲及价格上升带动，自动化需求预计同比复苏约5%。
该行偏好核心业务稳定或正在复苏，同时能受惠于新兴推动力的企业，首选股份为恒立液压(601100.SH)、三一重工(600031.SH)、三一国际(00631)及极兔速递-W(01519)，当中恒立液压获“高度确信跑赢大市”评级，其余股份获“跑赢大市”评级。
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