作者观点:
创新研报|2024机械行业研究-制造业景气度回升
Alexander Li
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本周报告重点关注制造业景气度回升,钨产业链多数产品价格上涨,造船价持续上行,资源品价格高位等方向的投资机会,建议关注恒立液压、中联重科、中国船舶、中国中车、中钨高新等公司。
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