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銀河證券:挖機內銷持續改善 靜待行業築底回升
中國銀河證券研報表示,挖機數據顯示內銷邊際持續好轉,萬億國債投放刺激基建項目開工,大規模設備更新刺激替換需求釋放,同時海外小松開工率數據反映需求邊際回暖,行業築底反彈可期,推薦主機廠商三一重工、中聯重科和核心零部件廠商恒立液壓,建議關注徐工機械、柳工、艾迪精密等。
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