中國銀河證券:3月挖掘機市場繼續修復,人形機器人量產有望加速
中國銀河證券發佈研報稱,挖掘機市場預計2024年是國內市場築底之年,疊加大規模設備更新政策,2025年有望逐步啟動新一輪更新置換週期。貨幣財政政策推動房地產“止跌回穩”,以中大挖為代表的主機產品有望率先受益。此外,全球工程機械市場萬億級別,工程機械出海空間依舊廣闊。人形機器人方面,該行認為量產有望加速,一方面建議關注特斯拉產品方案邊際變化領域相關企業,如傳感器、減重材料等,一方面建議關注T鏈確定性強的標的。
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