机械设备行业:全球地缘政治扰动加剧 矿山机械迎来发展机遇

东方证券
Feb 08

全球地缘政治扰动加剧,看好矿山机械行业高景气度持续。市场认为本轮矿山机械景气度上升受益于大宗产品涨价和美联储降息,所以持续性较短,而我们认为本轮矿山机械景气度上行与以往周期有所不同,更关键因素在于逆全球化背景下,全球地缘政治扰动加剧,各国对资源品的争夺加剧,各国对于资源品供应链与产业链保供能力的诉求有望持续强化。这对传统的矿山资本开支传导机制影响在于,矿山企业的资本开支有望更快响应价格变化,...

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