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港股異動 | 重型機械股悉數上漲 三一國際(0631.HK)升近4%領漲
格隆匯 01-02 11:24
格隆匯1月2日丨重型機械股悉數上漲,三一國際(0631.HK)升近4%領漲,中聯重科漲逾3%,中國重汽漲逾2%,中國龍工漲逾1%。中金近日發研報指,數據顯示,2019年11月行業共銷售挖掘機19316台,同比增長21.7%。其中,國內市場銷售17159台(不含港澳台),同比增長21.2%;出口2157台,同比增長25.6%。預計12月份行業挖掘機銷量增速仍有望超過20%,全年挖掘機行業銷量增速將有望達到15%左右,超出市場預期。考慮到當前存量設備開工飽滿,預計2020年土方機械銷量同比大體持平,維持高位,行業龍頭在國內外市場的份額有望繼續提升。繼續看好中聯重科,認為其增速有望保持更高,塔式起重機收入有望實現翻倍增長。此外,予海天國際“跑贏行業”評級,目標價24.23港元。
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