机械设备行业：二季度电梯板块迎密集催化剂，坚定看多

目录 TOC \o "1-5" \h \z HYPERLINK \l "bookmark4" \o "Current Document"一、本周核心观点与行情回顾 2HYPERLINK \l "boo

目录 2 一、本周核心观点与行情回顾 ................................................................... 1.1 2 本周观点 ............................................................................... 1.2 3 指数表现与板块估值 ..................................................................... 1.3 3 个股表现 ............................................................................... 5 二、需求观察 ................................................................................. 6 三、行业新闻 ................................................................................. 3.1 6 工程机械和轨道交通 ..................................................................... 3.2 6 锂电设备 ............................................................................... 3.3 7 能源装备 ............................................................................... 3.4 4.0 ............................................................................................................................................................... 8 工业 3.5 3C9 自动化设备 ..........................................................................