尽管高铁产业链即将整体进入高景气周期,但各行业的受益程度、受益先后有别。我们建议从核心产业进行把握,遵循产业传导逻辑,提前把握高铁主题行情的演化趋势。 Although the high-speed railway industry chain is about to enter the high boom cycle as a whole, the benefits and benefits of various industries have been different. We suggest that we grasp from the core industries, follow the industrial transmission logic, and grasp the evolution trend of the theme market of high-speed rail ahead of schedule.