證券時報網(wang)訊，中信建投(tou)研報指出，建議關(guan)注機(ji)械(xie)(xie)行(xing)(xing)業(ye)兩條投(tou)資(zi)(zi)主線：1）存量更新需求進入釋(shi)放期(qi)，成熟行(xing)(xing)業(ye)的(de)投(tou)資(zi)(zi)機(ji)會不容低估，比如工(gong)(gong)(gong)程(cheng)機(ji)械(xie)(xie)、船舶港機(ji)、電梯、流程(cheng)工(gong)(gong)(gong)業(ye)裝備(bei)、軌交(jiao)設備(bei)、儀器(qi)儀表(biao)等；2）海外拓展(zhan)從出口向(xiang)出海轉變，這(zhe)種全方位(wei)的(de)布局、深(shen)耕，有利于更好對接海外需求，具備(bei)全球競爭力(li)的(de)行(xing)(xing)業(ye)會有投(tou)資(zi)(zi)機(ji)會，比如工(gong)(gong)(gong)程(cheng)機(ji)械(xie)(xie)、注塑機(ji)、機(ji)床刀具、激光(guang)、工(gong)(gong)(gong)具五金等。