目 录
1 机械行业：严冬之中仍有“温暖”...............................................3
1.1 行业整体增速下滑趋势明显.....................................................3
1.2 4万亿投资拉动内需，关注反周期行业........................................4
1.3 “自主创新”是寻找投资机会的富矿.............................................5
2 机械重点子行业分析...........................................................6
2.1 铁路装备制造业.....................................................................6
2.2 输配电......................................................................................7
2.3 机床.................................................................................9
2.4 工程机械...........................................................................9
3 投资策略....................................................................10
3.1 投资策略.....................................................................10
3.2 重点跟踪上市公司盈利预测和估值............................11