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华创证券:国内高端装备行业有望开启新一轮景气周期

Huachuang Securities: the domestic high-end equipment industry is expected to start a new round of boom cycle.

Breakings ·  Jul 2 09:12
Huachuang Securities research report pointed out that large-scale equipment updates will boost domestic demand and resonate with going abroad, and the domestic high-end equipment industry is expected to start a new round of boom cycle. Recommendations: 1) Construction machinery industry, focus on Shenzhen Inovance Technology, etc.; 2) Robot industry, focus on Keli Sensing Technology, etc.; 3) Machine tool industry, focus on Ningbo Haitian Precision Machinery, etc.; 4) Cutting tool industry, focus on Dingtai High-tech, etc.; 5) Testing industry, focus on Donghua Testing Technology, etc.; 6) Engineering machinery industry, focus on Jiangsu Hengli Hydraulic, Zoomlion, etc.; 7) Forklift industry, focus on Anhui Heli Co., Ltd., etc.; 8) Laser industry, focus on Huashuo High-tech, etc.

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