(以下内容从西南证券《工程机械月报:工程机械2月出口超预期,行业景气持续向好》研报附件原文摘录)投资要点投资观点:挖机2026年1–2月内销略降,出口继续高增。“更新周期+外需拉动”仍是主线,短期春节错配导致内销波动,但全年向上的趋势没有改变。建议继续重点布局龙头主机厂与核心零部件厂商,关注3–5月“开复工+排产兑现”的业绩与订单催化。行情回顾:2026年2月,申万工程机械指数累计上涨约7.35%...
Source Link(以下内容从西南证券《工程机械月报:工程机械2月出口超预期,行业景气持续向好》研报附件原文摘录)投资要点投资观点:挖机2026年1–2月内销略降,出口继续高增。“更新周期+外需拉动”仍是主线,短期春节错配导致内销波动,但全年向上的趋势没有改变。建议继续重点布局龙头主机厂与核心零部件厂商,关注3–5月“开复工+排产兑现”的业绩与订单催化。行情回顾:2026年2月,申万工程机械指数累计上涨约7.35%...
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