东方证券：全球地缘政治扰动加剧看好矿山机械行业高景气度持续

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智通财经APP获悉，东方证券发布研报称，市场认为本轮矿山机械景气度上升受益于大宗产品涨价和美联储降息，所以持续性较短，而本轮矿山机械景气度上行与以往周期有所不同，更关键因素在于逆全球化背景下，全球地缘政治扰动加剧，各国对资源品的争夺加剧，各国对于资源品供应链与产业链保供能力的诉求有望持续强化。国产矿山机械在性价比、设备定制化设计等方面有差异化竞争优势，在资源品供应链自主可控的趋势下，国产矿山机械的...

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东方证券：全球地缘政治扰动加剧 看好矿山机械行业高景气度持续

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东方证券：全球地缘政治扰动加剧看好矿山机械行业高景气度持续