6DD1660-0AJ0
營(yíng)城軌交通線路，共計(jì)約380公里。下半年預(yù)計(jì)新通車?yán)锍坛^900公里，全年通車?yán)锍逃型黄?200公里，相關(guān)上游設(shè)備廠商業(yè)績(jī)有望快速放。投資建議與投資標(biāo)的上海機(jī)電（）(，買入)：低估值電梯行業(yè)龍頭，維保及減速機(jī)業(yè)務(wù)有望成為公司業(yè)績(jī)?nèi)略鲩L(zhǎng)點(diǎn)。浙江鼎（）(，買入)：內(nèi)海外銷售雙輪驅(qū)動(dòng)業(yè)績(jī)?cè)鲩L(zhǎng)，高空平臺(tái)龍頭地位根深蒂固。中金環(huán)境（）(，買入):制造板塊回暖喜人，環(huán)保業(yè)務(wù)推進(jìn)順利，收購(gòu)業(yè)務(wù)發(fā)展良好
6DD1660-0AJ0
聯(lián)系人：郭先生
聯(lián)系電話：18971415643
座機(jī)：027-83238871
傳真：207-61537051
QQ：810334512
6DD1660-0AJ0
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