大摩：內地通用设备行业已触底，增持海天国际(01882)、力劲科技(00558)
摩根士丹利发布报告称，内地自动化及通用设备行业已经触底，但在2024年难以见到转折点，该行较看好能够持续做到本土化、对新能源敞口较小、能够扩大业务范围，并能抓住海外机会，在国内和全球都取得市场份额的领导企业。
该行表示，吁增持海天国际(01882)及力劲科技(00558)，基于传统行业复苏及海外增长；以及增持汇川技术(300124.SZ)，因其有稳健的基本面及强大的产品竞争力。但该行吁减持绿的谐波(688017.SH)和埃斯顿(002747.SZ)，因估值过高；并吁减持国茂股份(603915.SH)，因其基本面疲弱及盈利润率受压。
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