机械设备行业：机械行业上半年实现双位数增长设备需求逐步复苏

备行业强于大市(维持评级)机械行业上半年实现双位数增长，设备需求逐步复苏年内行业相对大盘走势➢营收端：金属制品、光伏、工业机器人高增长，船舶、激光设备迎来拐点。2023Q1/Q2，金属制品(+107.0%/+119.6%)、光伏设备 (+42.6%/+59.4%)、工业机器人及工控系统(+13.9%/+26.6%)、锂电设备(+17.9%/23.4%)、电梯(+7.2%/+19.7%)，以上五个子板块营收同比增长率居前。船舶制造(-19.7%/+90.8%)、激光设备(-7.9%/+10.2%)重运输设备迎来拐点。2023Q1/Q2，高空作业平台(+28.9%/+247.0%)、3C设备(+15.2%/+206.9%)、激光加工设备(+94.0%/+106.4%)、工程机械(+41.8%/+72.2%)、光伏设备(+70.8%/+64.0%)，以上五个子板看归母净利润同比增长率居前。电梯(-74.4%/+114.0%)、起重运输设备(-11.1%/+42.3%)归母净利润增速迎来拐点。车盈利能力提升明显。在机械21个子行业中，3C设备(-1.45pct/+6.17pct)、高空作业平台(+8.92pct/+6.14ct)、叉车 (+1.69pct/+3.69pct、机器人及工控系统(+0.76pct/+3.09pct)四个子块毛利率增长较为明显。5%分位数以内的有4个，分别是高空作业车(3.28%)、油气设备(1.09%)、光伏设备(0.21%)、锂电设备(0.54%)；估值分位数在5%-25%以内的有9个，分别是纺织服装机械(7.14%)、矿山冶金机械、锅炉设备(6.81%)、基础件、其他通用设备、塑料加工设备、激光加工设备 关注房地产复苏叠加欧美经济复苏带来的顺周期品种需求，建议关注柏楚电子、海天精工、纽威数控、华锐精密、欧科亿等。4)关注欧美传统燃产线设备需求，建议关注容知日新、中控技术。步速度慢于预期、新技术发展不及预期。22-0822-0922-1022-1122-1122-1223-0123-0123-0223-0322-0822-0922-1022-1122-1122-1223-0123-0123-0223-0323-0323-0423-0523-0523-0623-0723-0823-08分析师彭元立动运输容器需求:机械设备行业周报 诚信专业发现价值诚信专业发现价值1诚信专业发现价值2诚信专业发现价值2 1 17 CS 1 H H SH SH 诚信专业发现价值3诚信专业发现价值3 图表31：机床设备和刀具板块核心标的营收增速及归母净利润增速情况(%) 12图表32：机床设备和刀具板块核心标的毛利率与净利率情况(%) 12 图表35：工业机器人板块核心标的营收增速及归母净利润增速情况(%) 13图表36：工业机器人板块核心标的毛利率与净利率情况(%) 13图表37：工业机械板块核心标的营收增速及归母净利润增速情况(%) 14图表38：工业机械板块核心标的毛利率与净利率情况(%) 14图表39：油服油装板块核心标的营收增速及归母净利润增速情况(%) 15图表40：油服油装板块核心标的毛利率与净利率情况(%) 15图表41：出口链板块核心标的营收增速及归母净利润增速情况(%) 16图表42：出口链板块核心标的毛利率与净利率情况(%) 16图表43：机械各板块估值位置情况(%) 17诚信专业发现价值1诚信专业发现价值11机械行业上半年实现双位数增长1.1机械：营收与业绩增速回升，盈利能力有待进一步修复本文以中信分类对机械行业进行分类，二级分类可分为专用机械(油气、锂电、仪器仪表、通用设备(塑料加工、起重运输、激光加工、基础件、机床、锅炉、工业机器人及工控系统、服务机器人和其他设备)、金属制品、工程机械(细分为工程机专用设备锂电设备上上市公司个数(个)4信宇人、誉辰智能、金杨股份、曼恩斯特光伏设备1时创能源矿山冶金设备2天玛智控、南矿集团其他多浦乐、威马农机、福事特、博盈特焊、盘古智能、英华特、豪江智能、同星科技、英特科技、华纬科技、美利信、华曙高科、中重科技、科瑞思、亚光股份、和泰机电、格力博、福斯达运输设备铁路交通设备1九州一轨仪器仪表仪器仪表9碧兴物联、精智达、西高院、双元科技、荣旗科技、高华科技、日联科技、茂莱光学、真兰仪表通用设备激光加工设备1逸飞激光基础件2恒工精密、飞沃科技工业机器人及工控系统33众辰科技、固高科技、智信精密其他3开创电气、普莱得、鑫磊股份合计46诚信专业发现价值2诚信专业发现价值2为-4.4%。Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2专用设备920.51,020.51,248.3999.91,288.91,285.01,553.31,288.31,532.21,558.41,732.61,459.61,770.9运输设备1,190.21,249.52,159.51,152.11,636.81,478.82,051.61,171.01,470.01,498.91,971.31,062.91,566.6仪器仪表93.198.3133.184.9117.9125.0167.8104.8144.1142.1183.7120.9160.3通用设备849.1876.1983.3844.11,057.41,014.71,138.4927.11,060.21,023.81,224.9975.71,149.6金属制品122.7137.4492.9136.6150.4149.6681.6141.3155.5154.1780.2292.5341.6工程机械1,204.0972.01,130.11,179.41,375.0938.8942.6884.5942.71,145.8975.3932.11,118.5合计4,379.74,353.76,147.24,397.15,626.44,991.96,535.34,517.15,304.75,523.26,868.14,843.86,107.4分分类20Q220Q320Q421Q121Q221Q321Q422Q122Q222Q322Q423Q123Q2专用设备18.8%31.3%32.5%58.5%40.0%25.9%24.4%28.8%18.9%21.3%11.5%13.3%15.6%运输设备%%.0%.2%.9%.2%仪器仪表%%%.7%.2%.0%.5%.2%通用设备.3%48..5%金属制品6%43..5%%工程机械%42.4%.4%.6%-25.0%.4%.0%.4%合计.0%.2% .5%7%.7% HQ2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2专用设备77.584.5-0.883.4112.1102.451.8110.8143.1132.260.3111.1157.7运输设备运输设备9.45.96.33.9仪器仪表16.811.113.16.217.716.820.76.718.816.524.88.319.7通用设通用设备4.7-1.43.4404.7金属制品1.73.514.48.58.92.211.33.55.20.913.95.46.9工程机械工程机械597.8合计408.5338.4242.9340.9458.3361.7157.1292.9396.4371.2201.6291.0445.8诚信专业发现价值3诚信专业发现价值3HQ2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2专用设备23.5%40.7%97.5%205.4%44.7%21.1%6546.8%32.8%27.7%29.1%16.3%0.2%10.2%运输设备18.9%35.8%129.5%395.0%40.0%34.2%-74.0%-19.5%-24.2%-23.2%55.0%-26.2%-5.2%仪器仪表62.8%-10.9%-21.7%156.2%5.4%51.5%58.4%7.2%6.2%-2.2%19.6%24.3%5.2%通用设备146.3%220.3%97.2%198.7%-1.5%4.4%1624.9%-7.2%-5.7%-13.7%19.5%8.3%7.6%金属制品64.4%96.3%204.2%453.3%425.8%-37.7%-21.5%-58.4%-41.5%-59.9%22.8%53.3%32.2%工程机械74.6%59.0%277.3%155.0%-12.7%-30.1%-79.3%-45.8%-47.4%23.8%35.2%-1.0%42.7%合计59.8%62.8%17113%201.7%12.2%6.9%-35.3%-14.1%-13.5%2.6%28.3%-0.6%12.5%pct3Q1仪器仪表与通用设备板块净利率同比+0.5pct、+0.2pct，其余板块净利率均轻微下滑；2023Q2工程机械板块净利率出改善，同比+1.5pct，其余其板块净利率均出现下滑。Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2专用设备.9%.9%.6%.3%.6%.0%.0%.9%.2%.0%.3%.5%运输设备.9%仪器仪表44.9%44.3%43.4%%43.0%42.7%40.9%%41.0%40.7%%%40.2%通用设备.9%.7%.2%.0%.5%.4%.9%.8%.6%.5%.7%.0%.0%金属制品.3%.2%8%工程机械.7%.0%.6%.3%.2%.2%.8%.9%.2%合计.6%.5%.7%.3%.5%.6%.9%.6%.6%.4%.4%Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2专用设备8.4%8.3%-0.1%8.3%8.7%8.0%3.3%8.6%9.3%8.5%3.5%7.6%8.9%运输设备运输设备4.3%4.9%4.9%7%8%.4%仪器仪表18.0%11.3%9.8%7.3%15.0%13.5%12.4%6.4%13.0%11.6%13.5%6.8%12.3%通用设通用设备金属制品1.4%2.6%2.9%6.2%5.9%1.5%1.7%2.5%3.4%0.6%1.8%1.9%2.0%工程机械工程机械4%合计4.0%4%9%诚信专业发现价值4诚信专业发现价值41.2通用设备：工业机器人表现亮眼，激光设备出现边际改善Q分类分类20Q320Q421Q121Q221Q321Q422Q122Q222Q322Q423Q123Q2塑料加工设备36.743.229.838.438.245.232.940.239.647.838.845.5起重起重运输设备.9.3.2.1激光加工设备52.151.747.666.567.268.654.461.062.472.450.167.2础件.1.2.8.1.6.5.9.8.0.9机床设备58.865.267.678.678.679.074.878.478.582.179.787.1机器人及62.076.368.686.685.6102.080.289.293.9122.491.3112.9统服务机器人54.768.153.174.771.993.966.783.876.9100.162.189.7分类分类20Q320Q421Q121Q221Q321Q422Q122Q222Q322Q423Q123Q2塑料加工设备14%9%8%24.9%3.9%4.7%10.3%4.7%3.7%5.6%18.1%13.2%起重运输设备%.5%.4%.2%4.2%.6%%%.9%%.3%.2%.9%础件%.6%.4%4.3%床设备%%%.2%.3%机器人及统%%%.6%服务机器人 %%%%.7%.0%Q比诚信专业发现价值5诚信专业发现价值5SHQ3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2塑料加工设备1.90.90.31.71.81.1-0.20.20.6-11.2-2.0-3.5起重起重运输设备.768.8214.34.34.4激光加工设备6.32.35.98.79.67.55.25.46.53.94.25.9础件.3.8.0.5.4.6.5.1.9机床设备2.4-6.15.07.46.2-0.97.78.6-3.42.38.910.6机器人及6.2-20.55.34.84.3-2.94.61.63.1-13.45.95.5统服务机器人8.010.27.311.211.113.58.49.95.68.45.69.4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2塑料加工设备124.4%197.5%-6.9%20.3%-173.8%-88.1%-66.3%-1136.9%-754.3%-1854.2%起重起重运输设备2.4%%-51.0%-299.9%.4%-58.8%%激光加工设备194.0%20.9%51.7%224.0%-10.8%-37.2%-32.2%-47.1%-20.3%8.8%础件.2%-23.3%.4%.5%6%机床设备469.9%79.2%155.8%84.5%52.2%16.3%-154.9%343.1%16.0%23.1%器人及工63.1%-40.6%-30.5%85.7%-13.5%-66.8%-27.1%-358.0%28.9%247.0%控系统服务机器人4.8%%%-11.7%-49.5%.2%.6%.7%Qpctpct)、激光加工设备(-2.3pct)板块毛利率下降明显，服务机器人板块(+3.1pct)毛利率上升明显。2023Q2，塑料加工设备(-1.1pct)、工业机器人及工控系统(-0.3pct)、服务机器人(-0.1pct)板块毛利率下降，其余板块毛利率略微提升。降较为明显。工业机器人及工控系统板块净利率提升明显，2023Q2毛利率同比Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2塑料加工设备24.1%23.5%26.6%26.1%24.2%20.4%23.9%22.7%24.3%18.8%20.5%21.6%起重起重运输设备激光加工设备39.6%37.0%37.6%37.0%36.4%37.7%36.2%33.4%35.4%33.4%33.8%35.4%础件%.6%%.8%.4%.7%.5%.3%.4%.5%2%机床设备26.5%24.3%26.8%27.6%26.6%28.4%27.1%28.4%27.9%30.4%27.8%29.9%机器人及29.4%23.1%26.7%26.1%25.2%18.6%24.1%23.6%23.1%17.8%24.4%23.2%工控系统服务机器人%43.4%%42.4%42.2%44.2%41.3%42.2%%44.5%42.0%诚信专业发现价值6诚信专业发现价值6Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2塑料加工设备5.2%2.1%1.1%4.4%4.7%2.4%-0.7%0.5%1.5%-23.4%-5.2%-7.8%起重起重运输设备.8%7%.7%6%激光加工设备12.1%4.5%12.3%13.0%14.2%10.9%9.6%8.9%10.4%5.5%8.3%8.8%础件4.0%机床设备4.1%-9.3%7.5%9.5%7.9%-1.2%10.3%11.0%-4.4%2.8%11.2%12.2%机器人及10.0%-26.8%7.7%5.5%5.0%-2.9%5.7%1.8%3.3%-10.9%6.5%4.9%工控系统服务机器人1.3专用设备：光伏、锂电表现强势，核电行业景气度快速提升收入角度：2023Q2CS专用设备板块中光伏设备(yoy+59%)同比增速较高，而锂电装备(+23%)、核电装备(+36.7%)同比增速较上季度增长速度更快，可以C备(+13%)、纺织机械(0%)和矿山冶金(+3%)表现较为一般。分类分类20Q320Q421Q121Q221Q321Q422Q122Q222Q322Q423Q123Q2油气装备72.882.946.488.060.9100.951.388.767.8106.466.593.9锂锂电设备41.924光伏设备43.558.847.759.863.867.868.780.694.6102.397.9128.5核电核电设备5768884.14.13C设备15.223.417.120.719.324.818.022.827.631.421.925.79137312矿山冶金设备217.4271.0207.7255.1250.0281.7243.9289.1289.2285.6266.7297.0Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2油气装备22%9%9%44%-16%22%11%1%11%6%30%6%锂锂电设备44%光伏设备53%39%97%31%47%15%44%35%48%51%43%59%核电核电设备%%3C设备32%79%71%42%27%6%5%10%43%26%22%13%-13%47%45%%%%-11%矿山冶金设备%%%光伏设备(yoy+64%)同比增速较高，而油气装备(+14%)、锂电装备(+9%)、矿山装备(3%)同比增速较上季度增长速度放缓，盈利能力下滑。诚信专业发现价值7诚信专业发现价值7SHQ3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2油气装备3.7-10.91.17.33.6-3.50.28.33.86.32.09.5锂锂电设备.54.54.84.9光伏设备6.66.97.69.010.29.110.514.718.317.218.024.1核电核电设备.5.7.4.9.2.8.6.5.8.6.53C设备1.6-1.82.31.91.0-4.41.11.72.9-0.21.03.40.24.4.5.41矿山冶金设备6.89.111.317.712.612.816.822.614.713.018.923.2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2-18%%-1%%%9%%锂电设备%%2%%%备%%%%核电设备-184%-109%42%41%%43%54%-12%C8%%-141%%-12%8%2%4%-121%%%%矿山冶金设备%40%48%%Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2油气装备24.0%27.8%23.4%22.1%22.9%25.2%21.5%22.2%22.7%25.0%22.5%24.8%锂锂电设备%.7%%%%.7%.3%.0%%%%光伏设备29.4%27.9%29.3%28.4%30.3%29.3%31.1%31.0%31.8%30.2%31.7%34.3%核电核电设备.5%%2%3C设备38.6%32.9%40.8%37.3%36.5%30.0%39.9%36.6%38.1%33.0%39.4%34.5%.4%.3%.4%.7%.2%.2%.8%.8%4%矿山冶金设备.4%.6%.3%.0%.7%.4%.7%.2%.0%.8%.7%.4%Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q25.04%3.09%2.42%8.34%5.98%-3.50%0.48%9.38%5.67%5.92%3.06%10.08%锂电设备12.78%-7.06%12.55%10.60%11.39%5.88%7.23%10.65%11.51%7.83%9.44%备15.29%11.71%16.02%15.96%13.43%15.32%18.26%19.29%16.84%18.35%18.78%核电设备-58.59%-437.1%14.58%-31.84%-8.34%-221.0%-20.65%4.39%-21.56%119.85%-20.41%2.40%C10.44%-7.75%13.71%9.08%4.94%7.62%5.85%7.26%10.64%-0.68%4.40%13.43%3.94%5.88%3.69%-0.69%-8.44%2.57%7.90%3.72%5.50%诚信专业发现价值8诚信专业发现价值8矿山冶金设备3.37%5.46%6.92%5.04%4.53%6.88%7.82%4.56%7.08%7.82%1.4工程机械：电梯板块表现亮眼，高空作业平台板块盈利能力提升单季营业收入均有轻微增长。Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2械667.1619.74.849.44267633Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2械2%5%91%.0%24.0%30.6%35.6%%.6%.9%11.9%9%.3%5.8%5.5%9.0%.6%13.7%2%.4%.2%-8.1%23.0%.4%46%47%.0%.8%.2%.4%速最高(同比+82.3%)，高空作业平台板块位列第二(同比+63.2%)，叉车板块位列第三(同比+41.8%)，工程机械板块表现较差(同比-11.1%)。SHQ3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2械1.47.09.87.30.7.19.8.19.74.74.04.1.14.0.2.74.8.79.0Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2械42.4%14.5%26.8%82.5%48.5%53.0%19.0%11.1%2.3%82.5%.4%.6%.6%.3%61.0%98.1%42.8%38.7%6.1%%.6%%13.4%.5%10.5%.4%7.7%.2%1.8%诚信专业发现价值9诚信专业发现价值9毛利率：2023Q1，高空作业平台(+8.4pct)、工程机械(+8.4pct)板块毛利率Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2械%%%%%%%%%%%%%%%%%%Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2械.9%%%%%%.1%%%%%%%.9%.3%.1%.6%.1%.9%.9%.0%.4%.2%1.5运输设备：船舶制造板块景气持续，铁路交通设备板块维持稳定净利率方面：2023Q1铁路交通设备和船舶制造板块毛利率基本保持平稳，2023Q2船舶制造板块毛利率同比上升1.1pct，铁路交通设备板块毛利率同比下降pctQ1Q2Q3Q4Q1Q2Q3Q4Q1Q2铁路交通设备94.7962.942.667.1制造.3%%.7%18.1%510.8%.2%98诚信专业发现价值诚信专业发现价值17.9%%%30.2%.8%19.7%0.8%9.5铁路交通设备9.47.94.6制造.8%19.8%29.2%32.8%%.8%-1.61.4铁路交通设备制造铁铁路交通设备制造.9%64.6%150.1%41.4%.9%%612.4%.9%%%%.6%.0%.4%.6%.3%.8%.9%.1%.7%.6%1.6仪器仪表：收入增速低于去年同期，盈利能力保持平稳年同期基本持平。毛利率与净利率水平保持平稳。SH分类分类21Q121Q221Q321Q422Q122Q222Q322Q423Q123Q2营业收入(亿元)84.9117.9125.0167.8104.8144.1142.1183.7120.9160.3%%%%%.5%归母净利润(亿元)6.217.716.820.76.718.816.524.88.319.7.4%.5%.4%.2%%.2%3.0%2.7%0.9%1.0%0.7%0.2%营业收入(亿元)诚信专业发现价值诚信专业发现价值0208020802080208020802080208020802020802080208020802080208020802080202080208020802080208020802080208022.1通用设备：看好弱复苏下高端进口替代投资机会2.1.1机床&刀具：长期看好高端机床与刀具的进口替代趋势机床为工业加工的基础设备之一，应用领域广泛，业绩受下游需求影响较大。2022年我国金属切削机床产量57.2万台，同比减少13.1%，金属成形机床产量于低位，高端机床需求仍然较大，高端机床国产替代的空间非常大。中中国:产量:金属切削机床:累计同比0000100%80%60%0000%0%0%0%0%50金属切削机床单金属成形机床单80%0%诚信专业发现价值诚信专业发现价值12061206120612061212061206120612061206120612061206在于国内制造业复苏不及预期+地产开工低迷。称Q1Q2222Q322Q4Q1Q2Q1Q2222Q322Q4Q1Q2.4%%%%%科德数控%6.3%0.4%4.6%41.3%76.3%.1%.0%.3%-3.1%.3%.7%%10.6%.6%26.9%13.7%15.4%12.4%.5%4.8%57.7%4.0%-155%%机床28.3%28.5%11.3%10.0%-5.1%15.0%29.7%.3%76.5%%.6%.0%%%.5%%2.49%.03%%5.65%68%%%.78%15.89%32%19%12.81%8.03%3%55.68%45.17%39.27%17.10%称Q1Q2222Q322Q4Q1Q2Q1Q2222Q322Q4Q1Q2%%%%%%科德数控2.4%3.5%3.7%5.9%5.1%%%%%%%%%%%2.4%.8%.8%3.4%机床9%%%%%%%%%%%%%1%4%2%6%9%8.53%9.19%6.30%0.24%5.32%4.46%2%1%4%到。工业机器人：累计值工业机器人：累计值累计同比0%0%%0%0%000诚信专业发现价值诚信专业发现价值22Q122Q222Q322Q423Q22Q122Q222Q322Q423Q123Q237.09%9%-11.6%.3%-3.83%-0.65%47%%%3%%7.54%9.35%9.11%8.39%9.81%10.97%2.2%.60%0.6%.57%%6.01%3.08%2.4%.84%3.4%5.86%4.54%2.89%1.61%1.44%5.80%.33%.38%.61%市场，因此在智能制造趋势下实现了较快增长。。称22Q122Q222Q322Q423Q123Q222Q122Q222Q322Q423Q123Q259%8.13%.25%53%47.55%.70%46.24%%1%28.34%.92%01%6%25.39%18.25%5.68%44.48%%37.88%42.21%32.47%52.86%双环传动40.92%0.14%1.86%%1%%7%%44.13%49.38%%2%8%5.53%105.5%%91%15%20.69%1.68%26.73%51.50%%18.98%5%24.39%54.97%77%78.37%45.02%58.04%12.42%7.49%44.75%3%57.70%44.03%155.0%%45.90%4%1%13.98%41.53%5%0%77.62%49.15%8.69%31.78%23.70%40.59%24%175.4%109.1%144.2%4844%9%5.62%计2.98%3%85%13.29%2.38%846.7%8%7.94%称Q1Q222Q322Q4Q1Q7.63%2.57%5.07%4.08%4.47%4.67%埃斯顿327.63%2.57%5.07%4.08%4.47%4.67%2.42%50.04%1.67%40.26%4.35%0.14%双环传动19.35%20.77%21.40%22.44%20.77%21.55%12.48%3%.80%凯尔达17.98%18.99%18.69%21.61%17.05%18.53%%28.08%%%%7%拓斯达24.88%19.12%18.13%15.02%20.63%21.83%18.88%7%2.2专用设备：海外需求旺盛，向国际化公司迈进2.2.1工程机械：海外及电动化业务快速成长诚信专业发现价值诚信专业发现价值力得到显著提升。Q2Q2的简称22Q322Q423Q12323Q222Q2Q2Q3Q4Q1三一重工-41.76%-8.14%16.49%-11.25%.97%-61.38%226.70%-4.92%83%.76%.94%.55%.13%3%.75%.72%.53%.63%1.96%械工机械工.69%.36%.28%7%.31%3%.88%.10%.25%0.71%.11%-55.93%192.15%-136.68%8.39%125.79%-34.61%-34.61%-16.62%.46%3%%-105.74%-89.52%102.56%-147.32%-730.96%12.38%12.38%35.51%146.36%63.24%35.37%2.39%1%2.04%%3.55%.35%8%39%高空作业平台高空作业平台浙江鼎力-2.59%-13.71%35.31%3.88%6.23%杭叉集团.56%.74%.34%.21%.04%.37%.48%.58%Q2Q2的简称Q3Q4Q12323Q222Q2Q3Q4Q1Q2重工23.61%5%3%4%9%.51%.19%8%3%1%1%3%9%4%.89%4%.97%械工机械工%4%4%9%3%7%5.15%6.49%-2.41%6.50%7.16%.07%.16%%-1.07%1.71%0.15%-20.57%-9.81%22.37%22.37%24.71%29.82%24.54%28.51%.98%%.05%%%高空作业平台高空作业平台浙江鼎力27.04%32.36%36.90%37.59%32.09%杭叉集团7%8%2.2.2油服油装：油价高位震荡，油服行业景气向好诚信专业发现价值诚信专业发现价值22Q122Q222Q322Q423Q123Q238.4%-356.6%-149.7%39.4%-29.4%32.5%-71.9%-11.4%250.9%22Q122Q222Q322Q423Q123Q238.4%-356.6%-149.7%39.4%-29.4%32.5%-71.9%-11.4%250.9%880.0%829.1%371.6%317.5%179.7%989.4%3624%-565.5%-228.5%-165.2%-12257%39.9%203.6%%-39.5%-3.7%-171.5%-40.0%-33.3%-2.7%136.9%307.0%390.7%425.8%0.1%91.6%22Q122Q222Q322Q423Q123Q2-11.1%.4%.2%.7%%2.6%5.4%1.9%9.1%1.4%5.6%1.7%2.5%.6%15.8%.7%7.6%.1%-7.8%-12.0%-36.4%-7.0%6.8%%%%188%7.8%%11.1%-153%10.1%称Q1Q222Q322Q4Q1Q-21.8%58.0%33.8%70.4%61.1%-9.5%杰瑞股份-21.8%58.0%33.8%70.4%61.1%-9.5%-25.4-25.4%7.9%1.0%7.3%1.3%通源石油-24.3%1.7%11.3%20.2%44.8%77.0%2.1%.6%%厚普股份-8.3%0.0%-49.6%-13.6%10.2%34.5%通股份1%.3%.0%%卓然股份-67.7%-7.0%-85.1%-29.1%.3%-20.7%威尔%%3.8%称Q1Q222Q322Q4Q1Q12.0%28.4%20.5%17.9%15.9%22.6%杰瑞股份12.0%28.4%20.5%17.9%15.