国信证券：长期推荐检测服务行业、成长阶段或高景气度的上游核心零部件公司和产品型公司

智通财经2021-11-26

智通财经APP获悉，国信证券发布研究报告称，根据CCMA统计，2021年10月销售各类挖掘机1.90万台，同比下降30.60%，景气度受影响。综合考虑行业赛道、公司竞争力和估值水平，国信持续看好长期胜出概率大的优质龙头公司，长期推荐检测服务行业、成长阶段或高景气度的上游核心零部件公司和产品型公司，当前建议需求高景气细分子行业比如：培育钻石、锂电/光伏/风电装备、工业自动化、激光装备等。

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