华西证券:出海持续提速,看好工程机械板块业绩长虹
36氪获悉,华西证券研报表示,工程机械板块业绩持续兑现,迎来内外共振上行周期。2025Q1-3主机厂业绩持续兑现,随着海外市场整体β的修复,主机厂有望持续贡献利润增量;对于国内市场,更新周期有望持续拉动内需触底反弹。从长期视角看,工程机械板块迎来收入结构的变迁,盈利能力及估值中枢
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