西南證券:2024年是工程機械佈局最佳窗口期
西南證券研報指出,短期國內數據邊際改善,海外出口數據超預期;中長期國內需求築底,國際化戰略穩步推進。全球工程機械萬億市場,2024年國內築底企穩,龍頭企業海外戰略進入收穫期,電動化趨勢加強。中長期維度,2024年是工程機械佈局最佳窗口期,國內挖機銷量持續超預期。建議重點關注核心主機廠和零部件公司。
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