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港股異動 | 工程機械股普漲 中聯重科(1157.HK)漲逾5%
格隆匯 08-17 15:31
格隆匯8月17日丨工程機械股普漲,中聯重科(1157.HK)漲5.5%、三一國際(0631.HK)漲2.5%。萬聯證券指,截至7月底,全國地方政府已發行新增專項債22,661億元,剩餘約1.5萬億新增專項債力爭在10月底前發行完畢,專項債有望迎來發行高峯。1-7月新增專項債大部分用於基建領域,下半年專項債投向“兩新一重”領域的比例有望繼續提升。在貨幣政策寬鬆、“兩新一重”持續推進、環保管控加碼等背景下,工程機械行業景氣度持續超預期。

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