研报掘金丨浙商证券：维持恒立液压“买入”评级，有望受益雅下水电工程开工

格隆汇2025-07-25

浙商证券研报指出，雅下水电工程开工，恒立液压作为工程机械核心零部件龙头有望受益。公司深耕工程机械行业，可以一站式电/液解决方案助力各工程机械在极端环境高效作业，作为国内工程机械核心零部件龙头，有望受益。主业挖机板块受益行业向上、非挖板块持续拓展，线性驱动打造新成长极1）截至2024 年末，公司线性驱动器项目已进入批量生产阶段行星滚柱丝杠是可靠的直线关节方案，壁垒高，在机器人总价值量中占比近20%，...

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