港股異動 | 中國龍工(3339.HK)漲逾7% 機構預計挖機全年銷量有望突破32萬台
格隆匯12月1日丨中國龍工(3339.HK)股價早間直線拉昇後維持在高位震盪,現報2.4港元,漲幅7.14%,最新總市值102.72億港元。萬聯證券指,中國工程機械工業協會行業統計數據,2020年10月挖掘機銷量同比增長60.5%;根據CME預計,11月挖掘機銷量32000台左右,同比增速65%左右。工程機械內需市場保持旺盛,出口市場從7月開始恢復,全年高增長大局已定,CME預計挖掘機全年銷量有望突破32萬台。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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