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银河证券：大规模设备更新政策陆续落地 有望提振机床行业需求

Galaxy Securities: Large-scale equipment renewal policies are being implemented one after another, which is expected to boost demand in the machine tool industry

Zhitong Finance ·  Apr 10 14:38
Galaxy Securities released a research report saying that the policy will guide a new round of large-scale equipment updates, and a new round of Jugra cycle is expected to begin to undertake new quality productivity. With the marginal improvement of macroeconomic indicators, the procyclical general equipment sector represented by general machine tools and tools is expected to start. It is recommended to focus on machine tool & tool bottom recovery opportunities, focus on general machine tool standards Haitian Precision (601882.SH), Neway CNC (688697.SH), Genesis (300083.SZ), five-axis linkage CNC machine standard Cod CNC (688305.SH), core component standard Huazhong CNC (300161.SZ), tool standard WALD (), Huarui Precision (US), and Oke Yilong (). 688028.SH 688059.SH 688308.SH

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