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2025年財政部安排2000億元設備更新國債有-行業數據

2025年財政部安排2000億元設備更新國債有
2025年財政部安排2000億元設備更新國債有
我們認為當前宏觀政策工具箱已儲備充足動能，行業庫存位置較低，需求端傳導有望更加順暢，2025 年國內自動化市場有望實現觸底反轉，未來隨著逆周期調節政策的持續出臺和落地，行業復蘇彈性有望超預期。
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2025年財政部安排2000億元設備更新國債有_第1頁
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2025年財政部安排2000億元設備更新國債有_第23頁
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2025年財政部安排2000億元設備更新國債有_第90頁
所屬報告： 匯川技術-公司研究報告-工控&電梯筑基、電車貢獻彈性機器人構建遠期空間-250519（45頁）.pdf
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