渤海证券：机械设备行业3月表现强劲挖掘机销量预期增长人形机器人催化频出

财中社2025-03-06

3月6日，渤海证券发表机械设备行业3月月报。文中写道2025年2月2日-2025年3月4日，沪深300指数上涨1.79%，申万机械设备行业上涨12.37%，跑赢沪深300指数10.59个百分点，在申万所有一级行业中位于第2位。截至2025年3月4日，申万机械设备行业TTM市盈率为29.20倍（整体法，剔除负值），相对于沪深300的估值溢价率为144.33%。个股方面，涨幅居前的有万达轴承（...

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渤海证券：机械设备行业3月表现强劲 挖掘机销量预期增长 人形机器人催化频出

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渤海证券：机械设备行业3月表现强劲挖掘机销量预期增长人形机器人催化频出