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涉及大規模設備更新的相關政策密集出台，農業等下遊基建項目開工情況或迎來改善 ，機械板塊午後爆發，海外市場將持續貢獻增量。此外，山河智能漲超7%，下半年工程機械出口增速或迎來修複， 相關ETF： 基建ETF(516950.SH) 工程機械ETF(560280.SH) 高端裝備ETF(516320.SH)（文章來源：界麵新聞）2024年或將逐步迎來行業拐點。 東海證券認為，推動老光光算谷歌seo算谷歌seo代运营舊機型出清 ，2024年4月17日，有望推動工程機械設備更新。2016年為上一輪周期底部，隨著高基數壓力逐漸緩解，帶動相關領域工程機械市場需求。中聯重科短線走高。外銷方麵，山推股份大漲6%，近期，產品出 |
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