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港股異動 | 工程機械股大漲 機構指下半年工程機械景氣度有望持續上行
格隆匯 07-20 16:00
格隆匯7月20日丨工程機械股大漲,中聯重科(1157.HK)漲9.69%、中國龍工(3339.HK)漲9.09%、中國重汽(3808.HK)漲8.07%。開源證券指,今年1至6月挖掘機累計銷量同比增24.2%,持續創新高,反映出下游需求確定性,基建和房地產的投資增加奠定工程機械增長基礎,疊加更新需求背景下,挖掘機與起重機年化增速穩健,後周期的混凝土機械年化增速持續較高,2020年下半年工程機械景氣度有望持續上行,相關收益標的有三一重工、中聯重科等股。

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