A06B-6111-H022#H550
鋰電設備和3C自動化板塊，受益消費升級的定制家具設備板塊。推薦高景氣度鋰電設備板塊龍頭【先導智能】、【科恒股份】；OE設備龍頭【精測電子】；光伏設備龍頭【晶盛機電】、定制家具設備龍頭【弘亞數控】。2、中期仍看好競爭格局好的行業龍頭資產負債表出清充分后的OE回升，看好龍頭定價權對成本上升消化轉移能。中期推薦【中集集團】、【三一重工】。3、行業加速轉型升級將刺激工控自動化需求，看好智能制造主題
A06B-6111-H022#H550
聯系人：郭先生
聯系電話：18971415643
座機：027-83238871
傳真：207-61537051
QQ：810334512
A06B-6111-H022#H550
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