浙商证券研报指出,考虑到工程机械行业全球化持续推进、国内周期筑底有望景气提升、龙头厂商进入盈利能力趋势提升阶段,行业合理估值或存提升空间,未来有望迎来戴维斯双击。建议关注:三一重工、徐工机械、中联重科等。
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