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中國銀河證券:機械行業Q1業績邊際改善 關注內需復甦及機器人
中國銀河證券研報指出,25Q1機械行業上市公司業績整體有所改善,實現收入5630億元,同比+ 9.05%;淨利潤391億元,同比+17.43%。建議2025年重點關注(1)政策發力帶動的基建地產鏈,推薦工程機械及城軌信號系統;(2)內需復甦建議關注順週期通用設備,包括工控、機牀、工業氣體、檢測服務等,(3)新質生產力帶來新技術新產業孕育新的投資機會,關注人形機器人、低空經濟等。
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