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工業母機概念板塊拉昇 企業訂單爆滿、一機難求
格隆匯10月14日丨工業母機概念板塊拉昇,海天精工、華中數控雙雙漲超6%,華東數控、青海華鼎,上機數控等跟漲。受益於製造業需求拉動,工業母機企業也出現訂單爆滿、一機難求的景象。銀河證券發佈研究報吿稱,機械板塊短期雖承壓,展望2021年四季度及更長期,裝備製造業升級依然一條重要的投資主線,專用設備及通用設備領域均孕育投資機會。自上而下選擇符合時代背景大趨勢的產業龍頭,首推新能源、工業母機、機器換人三大主線。

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