里昂：内地工业板块出现新推动力三一国际(00631)等获“跑赢大市”评级

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智通财经APP获悉，里昂发布研报称，在反内卷政策持续推进等背景下，中国工业板块正出现三大关键推动力，包括矿业设备需求上升、人形机械人供应链成熟，以及快递行业整合。就核心业务而言，该行预期设备更换周期将持续，加上电网及可再生能源投资创新高，将推动挖掘机销售增长约10%。一线供应商的海外工厂已准备就绪，将于下半年启动人形机械人量产;而受锂相关领域强劲及价格上升带动，自动化需求预计同比复苏约5%。该行...

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里昂：内地工业板块出现新推动力 三一国际(00631)等获“跑赢大市”评级

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里昂：内地工业板块出现新推动力三一国际(00631)等获“跑赢大市”评级