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中信建投機械行業(yè)2023年度展望：制造強基，通用設備迎來(lái)時(shí)代性機遇

中信建投機械行業(yè)2023年度展望：制造強基，通用設備迎來(lái)時(shí)代性機遇

分類(lèi)：行業(yè)資訊
作者：
來(lái)源：網(wǎng)絡(luò )
發(fā)布時(shí)間：2023-02-28
訪(fǎng)問(wèn)量：0

【概要描述】證券時(shí)報網(wǎng)訊，中信建投(601066)發(fā)布機械行業(yè)2023年度展望：2023年，專(zhuān)用板塊景氣度總體上會(huì )邊際減弱，而通用板塊向上動(dòng)力充足，因此判斷通用板塊投資機會(huì )強于專(zhuān)用板塊。不過(guò)有別于以往，本輪通用板塊行情，我們判斷政策面驅動(dòng)大于基本面驅動(dòng)，基本面彈性弱于上一輪；基于制造業(yè)產(chǎn)業(yè)升級和核心裝備進(jìn)口替代預期，估值水平趨于上行。圍繞進(jìn)口替代、自主可控，建議重點(diǎn)關(guān)注通用板塊中的核心零部件和核心整機，前者包括工控、精密減速機、刀具、數控系統等，后者包括機床、機器人(300024)等。

中信建投機械行業(yè)2023年度展望：制造強基，通用設備迎來(lái)時(shí)代性機遇

【概要描述】證券時(shí)報網(wǎng)訊，中信建投(601066)發(fā)布機械行業(yè)2023年度展望：2023年，專(zhuān)用板塊景氣度總體上會(huì )邊際減弱，而通用板塊向上動(dòng)力充足，因此判斷通用板塊投資機會(huì )強于專(zhuān)用板塊。不過(guò)有別于以往，本輪通用板塊行情，我們判斷政策面驅動(dòng)大于基本面驅動(dòng)，基本面彈性弱于上一輪；基于制造業(yè)產(chǎn)業(yè)升級和核心裝備進(jìn)口替代預期，估值水平趨于上行。圍繞進(jìn)口替代、自主可控，建議重點(diǎn)關(guān)注通用板塊中的核心零部件和核心整機，前者包括工控、精密減速機、刀具、數控系統等，后者包括機床、機器人(300024)等。

分類(lèi)：行業(yè)資訊
作者：
來(lái)源：網(wǎng)絡(luò )
發(fā)布時(shí)間：2023-02-28
訪(fǎng)問(wèn)量：0

證券時(shí)報網(wǎng)訊，中信建投(601066)發(fā)布機械行業(yè)2023年度展望：2023年，專(zhuān)用板塊景氣度總體上會(huì )邊際減弱，而通用板塊向上動(dòng)力充足，因此判斷通用板塊投資機會(huì )強于專(zhuān)用板塊。不過(guò)有別于以往，本輪通用板塊行情，我們判斷政策面驅動(dòng)大于基本面驅動(dòng)，基本面彈性弱于上一輪；基于制造業(yè)產(chǎn)業(yè)升級和核心裝備進(jìn)口替代預期，估值水平趨于上行。圍繞進(jìn)口替代、自主可控，建議重點(diǎn)關(guān)注通用板塊中的核心零部件和核心整機，前者包括工控、精密減速機、刀具、數控系統等，后者包括機床、機器人(300024)等。

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