(以下内容从西南证券《工程机械月报:工程机械1月迎开门红,行业维持高景气》研报附件原文摘录)投资要点投资观点:1月挖机与装载机内外销高增,“更新周期+外需拉动”仍是主因。展望2026年,在更积极的财政政策带动基建落地、欧洲建筑业企稳、新兴市场高景气延续的共振下,继续关注内需更新与出海逻辑。维持工程机械板块“看好”评级,建议重点布局整机厂龙头与核心零部件企业。行情回顾:2026年1月,申万工程机械...
Source Link(以下内容从西南证券《工程机械月报:工程机械1月迎开门红,行业维持高景气》研报附件原文摘录)投资要点投资观点:1月挖机与装载机内外销高增,“更新周期+外需拉动”仍是主因。展望2026年,在更积极的财政政策带动基建落地、欧洲建筑业企稳、新兴市场高景气延续的共振下,继续关注内需更新与出海逻辑。维持工程机械板块“看好”评级,建议重点布局整机厂龙头与核心零部件企业。行情回顾:2026年1月,申万工程机械...
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