国泰君安：CME预测6月挖机内销增速约20% 更新需求助力复苏

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智通财经APP获悉，国泰君安发布研报指出，6月CME预测挖机销量同比正增长，其中内销增速约20%，小挖的更新需求及水利等基建项目助力国内需求复苏。考虑到暑期为历年淡季，预计暑期后的9、10月份起内需实现显著正增。出口替代韧性依旧+电动化增效大势+国内地产基建政策扶持，挖机销量有望复苏，推荐具备全球竞争力+电动化进展顺利的主机厂徐工机械(000425.SZ)/中联重科(000157.SZ)、非挖业务...

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