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研报掘金丨内外复苏共振,换新需求高增,充分受益行业景气!

 3 years ago
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研报掘金丨内外复苏共振,换新需求高增,充分受益行业景气!

原创 前天 08:42

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全年业绩亮眼,今年延续高增态势!

【投资亮点】 1.工程机械行业自去年初疫情冲击后持续复苏,进入2021年景气不减,环保政策带来的强制更新需求、基建投资拉动等因素支撑行业需求;随着疫苗接种、疫情受控以及海外各国的经济刺激计划,2021年海外需求有望获得恢复性增长; 2.公司作为工程机械老牌巨头,充分受益行业景气,20年业绩高增,今年一季度延续高增态势,在手订单充足,部分产品已排产至21年下半年; 3.公司深入推进全球&ldquo...

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