國產挖掘機集體漲價超5%！ 基建投資回升促產業鏈迎來機遇
近日，多家工程機械企業紛紛對挖掘機等產品提價，其中，三一重工陸續對混凝土泵車、挖掘機價格上調5%以上，其他企業也對標這一價格陸續提價，其提價幅度基本與三一重工一致。
來源於：官方文件
4月2日，中聯重科泵車全面上調價格5%-10%不等；
繼4月9日三一重工宣佈混凝土機械產品全面上調價格（混凝土泵車價格上調5%-10%）之後，11日其控股子公司三一重機發布通知，挖掘機價格將上調，其中，小型挖掘機價格上調10%，中大型挖掘機價格上調5%；
4月10日，徐工挖掘機事業部宣佈挖掘機價格將上調，與三一上調幅度相同；
“近期關注到了部分挖掘機企業宣佈挖掘機漲價的情況，首先要強調的是，這是一些整機企業自發的市場行為。”——中國工程機械工業協會挖掘機械分會常務副會長兼祕書長李宏寶
整體來看，本次挖掘機價格的上調主要是基於疫情爆發使得相關配套件供應緊張，零部件採購成本上升，再加上市場需求因全面復工不斷釋放，相關產品呈現供不應求之狀。
而隨着國產挖掘機的提價，其市場潛力或將繼續得以發掘，景氣度有着恢復到正常區間的樂觀預期。
相對於2020年前兩月挖掘機銷量的下滑，3月份挖掘機行業呈現“量價齊升”之狀。根據中國工程機械工業協會的統計數據，2020年1-2月挖掘機銷量19222台，同比下跌37%，3月共計銷售各類挖掘機械產品49408台，同比增長11.6%。
“預計2020年挖掘機行業增速約10%，起重機行增速將超10%，同時2020-2022年三年是泵車替換高峯...判斷未來每年更新量在7000-8000台左右，預計2020年混凝土機械銷量增速有望達20%。”——國元證券
此外，隨着挖掘機的熱賣，國內相關挖掘機廠商或將可以加速其國產替代進程，恆立液壓（601100.SH）、艾迪精密（603638.SH）、中聯重科（000157.SZ）、三一重工（600031.SH）、徐工機械（000425.SZ）等標的或迎來新一輪的發展機遇。
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