机(Ji)械(Xie)设(She)备(Bei)行(Xing)业(Ye):工(Gong)业(Ye)自(Zi)动(Dong)化(Hua)长(Chang)期(Qi)逻(Luo)辑(Ji)凸(Tu)显(Xian)
更(Geng)新(Xin)时(Shi)间(Jian):(?) 2020-03-17 16:35:00 (?)点(Dian)击(Ji)次(Ci)数(Shu):(?)1535
(?) (?)中(Zhong)长(Chang)期(Qi)来(Lai)看(Kan),(?)此(Ci)次(Ci)疫(Yi)情(Qing)有(You)望(Wang)加(Jia)速(Su)制(Zhi)造(Zao)业(Ye)“(?)机(Ji)器(Qi)换(Huan)人(Ren)”(?)大(Da)趋(Qu)势(Shi)。(?)从(Cong)此(Ci)次(Ci)疫(Yi)情(Qing)来(Lai)看(Kan),(?)工(Gong)人(Ren)不(Bu)能(Neng)如(Ru)期(Qi)复(Fu)工(Gong)对(Dui)制(Zhi)造(Zao)业(Ye)企(Qi)业(Ye)的(De)影(Ying)响(Xiang)非(Fei)常(Chang)大(Da),(?)企(Qi)业(Ye)生(Sheng)产(Chan)力(Li)大(Da)大(Da)下(Xia)降(Jiang),(?)更(Geng)有(You)甚(Shen)者(Zhe)面(Mian)临(Lin)破(Po)产(Chan)倒(Dao)闭(Bi);(?)而(?)自(Zi)动(Dong)化(Hua)、(?)无(Wu)人(Ren)化(Hua)程(Cheng)度(Du)高(Gao)的(De)企(Qi)业(Ye)受(Shou)影(Ying)响(Xiang)相(Xiang)对(Dui)较(Jiao)小(Xiao);(?)疫(Yi)情(Qing)过(Guo)后(Hou)制(Zhi)造(Zao)业(Ye)企(Qi)业(Ye)自(Zi)动(Dong)化(Hua)投(Tou)资(Zi)有(You)望(Wang)加(Jia)速(Su)。(?)
(?) (?)【(?)宏(Hong)观(Guan)数(Shu)据(Ju)】(?)疫(Yi)情(Qing)影(Ying)响(Xiang)PMI大(Da)幅(Fu)下(Xia)行(Xing),(?)后(Hou)期(Qi)逆(Ni)周(Zhou)期(Qi)调(Diao)节(Jie)将(Jiang)强(Qiang)化(Hua)
(?) (?)根(Gen)据(Ju)统(Tong)计(Ji)局(Ju)数(Shu)据(Ju),(?)2月(Yue)制(Zhi)造(Zao)业(Ye)PMI35.7%,(?)前(Qian)值(Zhi)50.0%,(?)较(Jiao)前(Qian)值(Zhi)回(Hui)落(Luo)14.3pct。(?)2月(Yue)新(Xin)订(Ding)单(Dan)指(Zhi)数(Shu)29.3%,(?)较(Jiao)前(Qian)值(Zhi)回(Hui)落(Luo)22.1pct,(?)进(Jin)口(Kou)指(Zhi)数(Shu)31.9%,(?)较(Jiao)前(Qian)值(Zhi)回(Hui)落(Luo)17.1pct,(?)新(Xin)出(Chu)口(Kou)订(Ding)单(Dan)指(Zhi)数(Shu)28.7%,(?)较(Jiao)前(Qian)值(Zhi)回(Hui)落(Luo)20pct,(?)表(Biao)明(Ming)内(Nei)需(Xu)外(Wai)需(Xu)均(Jun)明(Ming)显(Xian)放(Fang)缓(Huan),(?)但(Dan)随(Sui)着(Zhuo)疫(Yi)情(Qing)在(Zai)全(Quan)球(Qiu)的(De)扩(Kuo)散(San),(?)外(Wai)需(Xu)承(Cheng)压(Ya)更(Geng)大(Da)。(?)
(?) (?)根(Gen)据(Ju)东(Dong)吴(Wu)宏(Hong)观(Guan)组(Zu)观(Guan)点(Dian),(?)疫(Yi)情(Qing)影(Ying)响(Xiang)下(Xia)短(Duan)期(Qi)经(Jing)济(Ji)遭(Zao)遇(Yu)重(Zhong)大(Da)冲(Chong)击(Ji),(?)后(Hou)期(Qi)逆(Ni)周(Zhou)期(Qi)调(Diao)节(Jie)或(Huo)将(Jiang)强(Qiang)化(Hua)。(?)受(Shou)新(Xin)冠(Guan)疫(Yi)情(Qing)影(Ying)响(Xiang),(?)供(Gong)需(Xu)两(Liang)端(Duan)均(Jun)明(Ming)显(Xian)放(Fang)缓(Huan),(?)2月(Yue)制(Zhi)造(Zao)业(Ye)PMI大(Da)幅(Fu)回(Hui)落(Luo)在(Zai)预(Yu)期(Qi)之(Zhi)中(Zhong),(?)随(Sui)着(Zhuo)疫(Yi)情(Qing)得(De)到(Dao)控(Kong)制(Zhi),(?)复(Fu)产(Chan)复(Fu)工(Gong)程(Cheng)度(Du)加(Jia)深(Shen),(?)预(Yu)计(Ji)3月(Yue)PMI将(Jiang)明(Ming)显(Xian)修(Xiu)复(Fu)。(?)疫(Yi)情(Qing)在(Zai)短(Duan)期(Qi)对(Dui)经(Jing)济(Ji)造(Zao)成(Cheng)了(Liao)较(Jiao)大(Da)压(Ya)力(Li),(?)为(Wei)缓(Huan)解(Jie)冲(Chong)击(Ji),(?)近(Jin)期(Qi)国(Guo)务(Wu)院(Yuan)出(Chu)台(Tai)了(Liao)减(Jian)免(Mian)税(Shui)收(Shou)、(?)信(Xin)贷(Dai)支(Zhi)持(Chi)等(Deng)优(You)惠(Hui)措(Cuo)施(Shi)。(?)
(?) (?)但(Dan)疫(Yi)情(Qing)或(Huo)对(Dui)经(Jing)济(Ji)中(Zhong)长(Chang)期(Qi)造(Zao)成(Cheng)影(Ying)响(Xiang),(?)后(Hou)期(Qi)政(Zheng)策(Ce)应(Ying)强(Qiang)化(Hua)逆(Ni)周(Zhou)期(Qi)调(Diao)节(Jie),(?)财(Cai)政(Zheng)和(He)货(Huo)币(Bi)政(Zheng)策(Ce)均(Jun)将(Jiang)保(Bao)持(Chi)相(Xiang)对(Dui)积(Ji)极(Ji)状(Zhuang)态(Tai),(?)同(Tong)时(Shi)在(Zai)收(Shou)入(Ru)端(Duan)降(Jiang)低(Di)企(Qi)业(Ye)负(Fu)担(Dan),(?)持(Chi)续(Xu)推(Tui)进(Jin)对(Dui)中(Zhong)小(Xiao)微(Wei)企(Qi)业(Ye)的(De)减(Jian)税(Shui)降(Jiang)费(Fei)。(?)
(?) (?)【(?)工(Gong)程(Cheng)机(Ji)械(Xie)】(?)地(Di)产(Chan)基(Ji)建(Jian)投(Tou)资(Zi)或(Huo)将(Jiang)超(Chao)预(Yu)期(Qi),(?)持(Chi)续(Xu)推(Tui)荐(Jian)工(Gong)程(Cheng)机(Ji)械(Xie)龙(Long)头(Tou)
(?) (?)根(Gen)据(Ju)2月(Yue)挖(Wa)机(Ji)销(Xiao)量(Liang)数(Shu)据(Ju),(?)行(Xing)业(Ye)销(Xiao)量(Liang)9280台(Tai),(?)同(Tong)比(Bi)-50.5%,(?)受(Shou)疫(Yi)情(Qing)冲(Chong)击(Ji)大(Da)幅(Fu)下(Xia)滑(Hua)符(Fu)合(He)预(Yu)期(Qi)。(?)国(Guo)内(Nei)((?)含(Han)港(Gang)澳(Ao))(?)销(Xiao)量(Liang)6909台(Tai),(?)同(Tong)比(Bi)-60%;(?)出(Chu)口(Kou)2371台(Tai),(?)同(Tong)比(Bi)+62.5%,(?)出(Chu)口(Kou)继(Ji)续(Xu)维(Wei)持(Chi)高(Gao)速(Su)增(Zeng)长(Chang)。(?)
(?) (?)基(Ji)建(Jian)、(?)地(Di)产(Chan)投(Tou)资(Zi)强(Qiang)韧(Ren)性(Xing)下(Xia)行(Xing)业(Ye)景(Jing)气(Qi)度(Du)持(Chi)续(Xu),(?)预(Yu)计(Ji)Q2需(Xu)求(Qiu)得(De)到(Dao)释(Shi)放(Fang)。(?)1-2月(Yue)受(Shou)疫(Yi)情(Qing)、(?)春(Chun)节(Jie)等(Deng)因(Yin)素(Su)影(Ying)响(Xiang),(?)国(Guo)内(Nei)挖(Wa)机(Ji)销(Xiao)量(Liang)出(Chu)现(Xian)短(Duan)期(Qi)下(Xia)滑(Hua)、(?)旺(Wang)季(Ji)延(Yan)后(Hou)的(De)态(Tai)势(Shi)。(?)随(Sui)着(Zhuo)逆(Ni)周(Zhou)期(Qi)调(Diao)控(Kong)政(Zheng)策(Ce)不(Bu)断(Duan)落(Luo)地(Di),(?)各(Ge)地(Di)重(Zhong)大(Da)项(Xiang)目(Mu)陆(Lu)续(Xu)复(Fu)工(Gong),(?)年(Nian)初(Chu)被(Bei)压(Ya)制(Zhi)的(De)消(Xiao)费(Fei)及(Ji)投(Tou)资(Zi)需(Xu)求(Qiu)逐(Zhu)渐(Jian)释(Shi)放(Fang),(?)我(Wo)们(Men)预(Yu)计(Ji)Q2基(Ji)建(Jian)增(Zeng)速(Su)有(You)望(Wang)改(Gai)善(Shan),(?)行(Xing)业(Ye)需(Xu)求(Qiu)同(Tong)步(Bu)释(Shi)放(Fang)。(?)2020年(Nian)基(Ji)建(Jian)投(Tou)资(Zi)、(?)地(Di)产(Chan)投(Tou)资(Zi)需(Xu)求(Qiu)强(Qiang)韧(Ren)性(Xing),(?)工(Gong)程(Cheng)机(Ji)械(Xie)行(Xing)业(Ye)景(Jing)气(Qi)度(Du)有(You)望(Wang)持(Chi)续(Xu)。(?)
(?) (?)持(Chi)续(Xu)推(Tui)荐(Jian)工(Gong)程(Cheng)机(Ji)械(Xie)龙(Long)头(Tou)。(?)近(Jin)年(Nian)来(Lai),(?)行(Xing)业(Ye)龙(Long)头(Tou)市(Shi)占(Zhan)率(Lu)连(Lian)连(Lian)提(Ti)升(Sheng)。(?)1-2月(Yue)行(Xing)业(Ye)龙(Long)头(Tou)销(Xiao)量(Liang)增(Zeng)速(Su)下(Xia)滑(Hua)幅(Fu)度(Du)低(Di)于(Yu)行(Xing)业(Ye),(?)疫(Yi)情(Qing)中(Zhong)龙(Long)头(Tou)市(Shi)场(Chang)份(Fen)额(E)仍(Reng)在(Zai)进(Jin)一(Yi)步(Bu)聚(Ju)焦(Jiao)。(?)随(Sui)着(Zhuo)大(Da)基(Ji)建(Jian)时(Shi)代(Dai)行(Xing)业(Ye)整(Zheng)体(Ti)机(Ji)遇(Yu)来(Lai)临(Lin),(?)预(Yu)计(Ji)龙(Long)头(Tou)公(Gong)司(Si)的(De)品(Pin)牌(Pai)、(?)技(Ji)术(Shu)和(He)供(Gong)应(Ying)链(Lian)等(Deng)竞(Jing)争(Zheng)优(You)势(Shi)会(Hui)得(De)到(Dao)进(Jin)一(Yi)步(Bu)强(Qiang)化(Hua),(?)市(Shi)场(Chang)占(Zhan)有(You)率(Lu)持(Chi)续(Xu)提(Ti)升(Sheng),(?)而(?)中(Zhong)小(Xiao)企(Qi)业(Ye)的(De)增(Zeng)速(Su)将(Jiang)会(Hui)承(Cheng)压(Ya),(?)行(Xing)业(Ye)强(Qiang)者(Zhe)恒(Heng)强(Qiang)的(De)趋(Qu)势(Shi)不(Bu)变(Bian)
(?) (?)【(?)智(Zhi)能(Neng)制(Zhi)造(Zao)】(?)疫(Yi)情(Qing)有(You)望(Wang)加(Jia)速(Su)“(?)机(Ji)器(Qi)换(Huan)人(Ren)”(?)大(Da)趋(Qu)势(Shi)
(?) (?)自(Zi)动(Dong)化(Hua)企(Qi)业(Ye)复(Fu)工(Gong)情(Qing)况(Kuang)良(Liang)好(Hao),(?)口(Kou)罩(Zhao)机(Ji)带(Dai)来(Lai)短(Duan)期(Qi)需(Xu)求(Qiu)。(?)根(Gen)据(Ju)我(Wo)们(Men)调(Diao)研(Yan)情(Qing)况(Kuang),(?)目(Mu)前(Qian)自(Zi)动(Dong)化(Hua)企(Qi)业(Ye)复(Fu)工(Gong)情(Qing)况(Kuang)良(Liang)好(Hao),(?)受(Shou)益(Yi)于(Yu)19年(Nian)Q4以(Yi)来(Lai)行(Xing)业(Ye)回(Hui)暖(Nuan),(?)各(Ge)公(Gong)司(Si)在(Zai)执(Zhi)行(Xing)订(Ding)单(Dan)饱(Bao)满(Man);(?)我(Wo)们(Men)预(Yu)计(Ji)随(Sui)着(Zhuo)3月(Yue)份(Fen)下(Xia)游(You)复(Fu)工(Gong)情(Qing)况(Kuang)的(De)逐(Zhu)步(Bu)改(Gai)善(Shan),(?)自(Zi)动(Dong)化(Hua)企(Qi)业(Ye)的(De)订(Ding)单(Dan)验(Yan)收(Shou)及(Ji)新(Xin)接(Jie)情(Qing)况(Kuang)将(Jiang)恢(Hui)复(Fu)正(Zheng)常(Chang)。(?)此(Ci)外(Wai),(?)自(Zi)动(Dong)化(Hua)企(Qi)业(Ye)几(Ji)乎(Hu)都(Du)有(You)布(Bu)局(Ju)口(Kou)罩(Zhao)机(Ji)业(Ye)务(Wu),(?)我(Wo)们(Men)认(Ren)为(Wei)口(Kou)罩(Zhao)机(Ji)市(Shi)场(Chang)短(Duan)期(Qi)爆(Bao)发(Fa)性(Xing)强(Qiang),(?)但(Dan)受(Shou)限(Xian)于(Yu)供(Gong)应(Ying)链(Lian)供(Gong)货(Huo)能(Neng)力(Li)较(Jiao)弱(Ruo),(?)整(Zheng)体(Ti)产(Chan)能(Neng)提(Ti)升(Sheng)较(Jiao)慢(Man),(?)而(?)大(Da)公(Gong)司(Si)在(Zai)供(Gong)应(Ying)链(Lian)和(He)核(He)心(Xin)技(Ji)术(Shu)方(Fang)面(Mian)具(Ju)备(Bei)优(You)势(Shi)。(?)
(?) (?)中(Zhong)长(Chang)期(Qi)来(Lai)看(Kan),(?)此(Ci)次(Ci)疫(Yi)情(Qing)有(You)望(Wang)加(Jia)速(Su)制(Zhi)造(Zao)业(Ye)“(?)机(Ji)器(Qi)换(Huan)人(Ren)”(?)大(Da)趋(Qu)势(Shi)。(?)从(Cong)此(Ci)次(Ci)疫(Yi)情(Qing)来(Lai)看(Kan),(?)工(Gong)人(Ren)不(Bu)能(Neng)如(Ru)期(Qi)复(Fu)工(Gong)对(Dui)制(Zhi)造(Zao)业(Ye)企(Qi)业(Ye)的(De)影(Ying)响(Xiang)非(Fei)常(Chang)大(Da),(?)企(Qi)业(Ye)生(Sheng)产(Chan)力(Li)大(Da)大(Da)下(Xia)降(Jiang),(?)更(Geng)有(You)甚(Shen)者(Zhe)面(Mian)临(Lin)破(Po)产(Chan)倒(Dao)闭(Bi);(?)而(?)自(Zi)动(Dong)化(Hua)、(?)无(Wu)人(Ren)化(Hua)程(Cheng)度(Du)高(Gao)的(De)企(Qi)业(Ye)受(Shou)影(Ying)响(Xiang)相(Xiang)对(Dui)较(Jiao)小(Xiao);(?)疫(Yi)情(Qing)过(Guo)后(Hou)制(Zhi)造(Zao)业(Ye)企(Qi)业(Ye)自(Zi)动(Dong)化(Hua)投(Tou)资(Zi)有(You)望(Wang)加(Jia)速(Su)。(?)
(?) (?)根(Gen)据(Ju)统(Tong)计(Ji)局(Ju)数(Shu)据(Ju),(?)2月(Yue)制(Zhi)造(Zao)业(Ye)PMI35.7%,(?)前(Qian)值(Zhi)50.0%,(?)较(Jiao)前(Qian)值(Zhi)回(Hui)落(Luo)14.3pct。(?)2月(Yue)新(Xin)订(Ding)单(Dan)指(Zhi)数(Shu)29.3%,(?)较(Jiao)前(Qian)值(Zhi)回(Hui)落(Luo)22.1pct,(?)进(Jin)口(Kou)指(Zhi)数(Shu)31.9%,(?)较(Jiao)前(Qian)值(Zhi)回(Hui)落(Luo)17.1pct,(?)新(Xin)出(Chu)口(Kou)订(Ding)单(Dan)指(Zhi)数(Shu)28.7%,(?)较(Jiao)前(Qian)值(Zhi)回(Hui)落(Luo)20pct,(?)表(Biao)明(Ming)内(Nei)需(Xu)外(Wai)需(Xu)均(Jun)明(Ming)显(Xian)放(Fang)缓(Huan),(?)但(Dan)随(Sui)着(Zhuo)疫(Yi)情(Qing)在(Zai)全(Quan)球(Qiu)的(De)扩(Kuo)散(San),(?)外(Wai)需(Xu)承(Cheng)压(Ya)更(Geng)大(Da)。(?)
(?) (?)根(Gen)据(Ju)东(Dong)吴(Wu)宏(Hong)观(Guan)组(Zu)观(Guan)点(Dian),(?)疫(Yi)情(Qing)影(Ying)响(Xiang)下(Xia)短(Duan)期(Qi)经(Jing)济(Ji)遭(Zao)遇(Yu)重(Zhong)大(Da)冲(Chong)击(Ji),(?)后(Hou)期(Qi)逆(Ni)周(Zhou)期(Qi)调(Diao)节(Jie)或(Huo)将(Jiang)强(Qiang)化(Hua)。(?)受(Shou)新(Xin)冠(Guan)疫(Yi)情(Qing)影(Ying)响(Xiang),(?)供(Gong)需(Xu)两(Liang)端(Duan)均(Jun)明(Ming)显(Xian)放(Fang)缓(Huan),(?)2月(Yue)制(Zhi)造(Zao)业(Ye)PMI大(Da)幅(Fu)回(Hui)落(Luo)在(Zai)预(Yu)期(Qi)之(Zhi)中(Zhong),(?)随(Sui)着(Zhuo)疫(Yi)情(Qing)得(De)到(Dao)控(Kong)制(Zhi),(?)复(Fu)产(Chan)复(Fu)工(Gong)程(Cheng)度(Du)加(Jia)深(Shen),(?)预(Yu)计(Ji)3月(Yue)PMI将(Jiang)明(Ming)显(Xian)修(Xiu)复(Fu)。(?)疫(Yi)情(Qing)在(Zai)短(Duan)期(Qi)对(Dui)经(Jing)济(Ji)造(Zao)成(Cheng)了(Liao)较(Jiao)大(Da)压(Ya)力(Li),(?)为(Wei)缓(Huan)解(Jie)冲(Chong)击(Ji),(?)近(Jin)期(Qi)国(Guo)务(Wu)院(Yuan)出(Chu)台(Tai)了(Liao)减(Jian)免(Mian)税(Shui)收(Shou)、(?)信(Xin)贷(Dai)支(Zhi)持(Chi)等(Deng)优(You)惠(Hui)措(Cuo)施(Shi)。(?)
(?) (?)但(Dan)疫(Yi)情(Qing)或(Huo)对(Dui)经(Jing)济(Ji)中(Zhong)长(Chang)期(Qi)造(Zao)成(Cheng)影(Ying)响(Xiang),(?)后(Hou)期(Qi)政(Zheng)策(Ce)应(Ying)强(Qiang)化(Hua)逆(Ni)周(Zhou)期(Qi)调(Diao)节(Jie),(?)财(Cai)政(Zheng)和(He)货(Huo)币(Bi)政(Zheng)策(Ce)均(Jun)将(Jiang)保(Bao)持(Chi)相(Xiang)对(Dui)积(Ji)极(Ji)状(Zhuang)态(Tai),(?)同(Tong)时(Shi)在(Zai)收(Shou)入(Ru)端(Duan)降(Jiang)低(Di)企(Qi)业(Ye)负(Fu)担(Dan),(?)持(Chi)续(Xu)推(Tui)进(Jin)对(Dui)中(Zhong)小(Xiao)微(Wei)企(Qi)业(Ye)的(De)减(Jian)税(Shui)降(Jiang)费(Fei)。(?)
(?) (?)【(?)工(Gong)程(Cheng)机(Ji)械(Xie)】(?)地(Di)产(Chan)基(Ji)建(Jian)投(Tou)资(Zi)或(Huo)将(Jiang)超(Chao)预(Yu)期(Qi),(?)持(Chi)续(Xu)推(Tui)荐(Jian)工(Gong)程(Cheng)机(Ji)械(Xie)龙(Long)头(Tou)
(?) (?)根(Gen)据(Ju)2月(Yue)挖(Wa)机(Ji)销(Xiao)量(Liang)数(Shu)据(Ju),(?)行(Xing)业(Ye)销(Xiao)量(Liang)9280台(Tai),(?)同(Tong)比(Bi)-50.5%,(?)受(Shou)疫(Yi)情(Qing)冲(Chong)击(Ji)大(Da)幅(Fu)下(Xia)滑(Hua)符(Fu)合(He)预(Yu)期(Qi)。(?)国(Guo)内(Nei)((?)含(Han)港(Gang)澳(Ao))(?)销(Xiao)量(Liang)6909台(Tai),(?)同(Tong)比(Bi)-60%;(?)出(Chu)口(Kou)2371台(Tai),(?)同(Tong)比(Bi)+62.5%,(?)出(Chu)口(Kou)继(Ji)续(Xu)维(Wei)持(Chi)高(Gao)速(Su)增(Zeng)长(Chang)。(?)
(?) (?)基(Ji)建(Jian)、(?)地(Di)产(Chan)投(Tou)资(Zi)强(Qiang)韧(Ren)性(Xing)下(Xia)行(Xing)业(Ye)景(Jing)气(Qi)度(Du)持(Chi)续(Xu),(?)预(Yu)计(Ji)Q2需(Xu)求(Qiu)得(De)到(Dao)释(Shi)放(Fang)。(?)1-2月(Yue)受(Shou)疫(Yi)情(Qing)、(?)春(Chun)节(Jie)等(Deng)因(Yin)素(Su)影(Ying)响(Xiang),(?)国(Guo)内(Nei)挖(Wa)机(Ji)销(Xiao)量(Liang)出(Chu)现(Xian)短(Duan)期(Qi)下(Xia)滑(Hua)、(?)旺(Wang)季(Ji)延(Yan)后(Hou)的(De)态(Tai)势(Shi)。(?)随(Sui)着(Zhuo)逆(Ni)周(Zhou)期(Qi)调(Diao)控(Kong)政(Zheng)策(Ce)不(Bu)断(Duan)落(Luo)地(Di),(?)各(Ge)地(Di)重(Zhong)大(Da)项(Xiang)目(Mu)陆(Lu)续(Xu)复(Fu)工(Gong),(?)年(Nian)初(Chu)被(Bei)压(Ya)制(Zhi)的(De)消(Xiao)费(Fei)及(Ji)投(Tou)资(Zi)需(Xu)求(Qiu)逐(Zhu)渐(Jian)释(Shi)放(Fang),(?)我(Wo)们(Men)预(Yu)计(Ji)Q2基(Ji)建(Jian)增(Zeng)速(Su)有(You)望(Wang)改(Gai)善(Shan),(?)行(Xing)业(Ye)需(Xu)求(Qiu)同(Tong)步(Bu)释(Shi)放(Fang)。(?)2020年(Nian)基(Ji)建(Jian)投(Tou)资(Zi)、(?)地(Di)产(Chan)投(Tou)资(Zi)需(Xu)求(Qiu)强(Qiang)韧(Ren)性(Xing),(?)工(Gong)程(Cheng)机(Ji)械(Xie)行(Xing)业(Ye)景(Jing)气(Qi)度(Du)有(You)望(Wang)持(Chi)续(Xu)。(?)
(?) (?)持(Chi)续(Xu)推(Tui)荐(Jian)工(Gong)程(Cheng)机(Ji)械(Xie)龙(Long)头(Tou)。(?)近(Jin)年(Nian)来(Lai),(?)行(Xing)业(Ye)龙(Long)头(Tou)市(Shi)占(Zhan)率(Lu)连(Lian)连(Lian)提(Ti)升(Sheng)。(?)1-2月(Yue)行(Xing)业(Ye)龙(Long)头(Tou)销(Xiao)量(Liang)增(Zeng)速(Su)下(Xia)滑(Hua)幅(Fu)度(Du)低(Di)于(Yu)行(Xing)业(Ye),(?)疫(Yi)情(Qing)中(Zhong)龙(Long)头(Tou)市(Shi)场(Chang)份(Fen)额(E)仍(Reng)在(Zai)进(Jin)一(Yi)步(Bu)聚(Ju)焦(Jiao)。(?)随(Sui)着(Zhuo)大(Da)基(Ji)建(Jian)时(Shi)代(Dai)行(Xing)业(Ye)整(Zheng)体(Ti)机(Ji)遇(Yu)来(Lai)临(Lin),(?)预(Yu)计(Ji)龙(Long)头(Tou)公(Gong)司(Si)的(De)品(Pin)牌(Pai)、(?)技(Ji)术(Shu)和(He)供(Gong)应(Ying)链(Lian)等(Deng)竞(Jing)争(Zheng)优(You)势(Shi)会(Hui)得(De)到(Dao)进(Jin)一(Yi)步(Bu)强(Qiang)化(Hua),(?)市(Shi)场(Chang)占(Zhan)有(You)率(Lu)持(Chi)续(Xu)提(Ti)升(Sheng),(?)而(?)中(Zhong)小(Xiao)企(Qi)业(Ye)的(De)增(Zeng)速(Su)将(Jiang)会(Hui)承(Cheng)压(Ya),(?)行(Xing)业(Ye)强(Qiang)者(Zhe)恒(Heng)强(Qiang)的(De)趋(Qu)势(Shi)不(Bu)变(Bian)
(?) (?)【(?)智(Zhi)能(Neng)制(Zhi)造(Zao)】(?)疫(Yi)情(Qing)有(You)望(Wang)加(Jia)速(Su)“(?)机(Ji)器(Qi)换(Huan)人(Ren)”(?)大(Da)趋(Qu)势(Shi)
(?) (?)自(Zi)动(Dong)化(Hua)企(Qi)业(Ye)复(Fu)工(Gong)情(Qing)况(Kuang)良(Liang)好(Hao),(?)口(Kou)罩(Zhao)机(Ji)带(Dai)来(Lai)短(Duan)期(Qi)需(Xu)求(Qiu)。(?)根(Gen)据(Ju)我(Wo)们(Men)调(Diao)研(Yan)情(Qing)况(Kuang),(?)目(Mu)前(Qian)自(Zi)动(Dong)化(Hua)企(Qi)业(Ye)复(Fu)工(Gong)情(Qing)况(Kuang)良(Liang)好(Hao),(?)受(Shou)益(Yi)于(Yu)19年(Nian)Q4以(Yi)来(Lai)行(Xing)业(Ye)回(Hui)暖(Nuan),(?)各(Ge)公(Gong)司(Si)在(Zai)执(Zhi)行(Xing)订(Ding)单(Dan)饱(Bao)满(Man);(?)我(Wo)们(Men)预(Yu)计(Ji)随(Sui)着(Zhuo)3月(Yue)份(Fen)下(Xia)游(You)复(Fu)工(Gong)情(Qing)况(Kuang)的(De)逐(Zhu)步(Bu)改(Gai)善(Shan),(?)自(Zi)动(Dong)化(Hua)企(Qi)业(Ye)的(De)订(Ding)单(Dan)验(Yan)收(Shou)及(Ji)新(Xin)接(Jie)情(Qing)况(Kuang)将(Jiang)恢(Hui)复(Fu)正(Zheng)常(Chang)。(?)此(Ci)外(Wai),(?)自(Zi)动(Dong)化(Hua)企(Qi)业(Ye)几(Ji)乎(Hu)都(Du)有(You)布(Bu)局(Ju)口(Kou)罩(Zhao)机(Ji)业(Ye)务(Wu),(?)我(Wo)们(Men)认(Ren)为(Wei)口(Kou)罩(Zhao)机(Ji)市(Shi)场(Chang)短(Duan)期(Qi)爆(Bao)发(Fa)性(Xing)强(Qiang),(?)但(Dan)受(Shou)限(Xian)于(Yu)供(Gong)应(Ying)链(Lian)供(Gong)货(Huo)能(Neng)力(Li)较(Jiao)弱(Ruo),(?)整(Zheng)体(Ti)产(Chan)能(Neng)提(Ti)升(Sheng)较(Jiao)慢(Man),(?)而(?)大(Da)公(Gong)司(Si)在(Zai)供(Gong)应(Ying)链(Lian)和(He)核(He)心(Xin)技(Ji)术(Shu)方(Fang)面(Mian)具(Ju)备(Bei)优(You)势(Shi)。(?)
(?) (?)中(Zhong)长(Chang)期(Qi)来(Lai)看(Kan),(?)此(Ci)次(Ci)疫(Yi)情(Qing)有(You)望(Wang)加(Jia)速(Su)制(Zhi)造(Zao)业(Ye)“(?)机(Ji)器(Qi)换(Huan)人(Ren)”(?)大(Da)趋(Qu)势(Shi)。(?)从(Cong)此(Ci)次(Ci)疫(Yi)情(Qing)来(Lai)看(Kan),(?)工(Gong)人(Ren)不(Bu)能(Neng)如(Ru)期(Qi)复(Fu)工(Gong)对(Dui)制(Zhi)造(Zao)业(Ye)企(Qi)业(Ye)的(De)影(Ying)响(Xiang)非(Fei)常(Chang)大(Da),(?)企(Qi)业(Ye)生(Sheng)产(Chan)力(Li)大(Da)大(Da)下(Xia)降(Jiang),(?)更(Geng)有(You)甚(Shen)者(Zhe)面(Mian)临(Lin)破(Po)产(Chan)倒(Dao)闭(Bi);(?)而(?)自(Zi)动(Dong)化(Hua)、(?)无(Wu)人(Ren)化(Hua)程(Cheng)度(Du)高(Gao)的(De)企(Qi)业(Ye)受(Shou)影(Ying)响(Xiang)相(Xiang)对(Dui)较(Jiao)小(Xiao);(?)疫(Yi)情(Qing)过(Guo)后(Hou)制(Zhi)造(Zao)业(Ye)企(Qi)业(Ye)自(Zi)动(Dong)化(Hua)投(Tou)资(Zi)有(You)望(Wang)加(Jia)速(Su)。(?)