华泰证券：6月挖机景气度回升

DoNews2025-12-24

2025年6月，国内挖掘机内销与出口增速均较5月回升。华泰证券研报指出，内外需回暖推动行业景气度上行，其中二手挖机出口快速增长，有效拉动国内更新需求。同时，国产品牌在全球市场占有率持续提升，海外市场拓展成效显著。研报看好工程机械行业复苏态势，推荐关注主机厂及核心零部件龙头企业。

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