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AH股異動 | 挖掘機"新週期"來襲,中聯重科A股漲超9%,H股漲超6%
uSMART盈立智投 12-02 10:19

uSMART盈立智投12月2日消息,週三港股,中聯重科AH股繼續強勢,繼昨日A股漲停,H股收漲12.61%,今日A股再度漲超9%,H股漲超6%(截至10:16分)。

新品斬獲超過80億訂單

11月26日,中聯重科智能製造基地在江蘇省江陰市揭牌並且發佈W二代新品。在訂貨會上,W二代新品斬獲超過80億訂單,刷新公司單場訂貨銷售額記錄,同時標誌着公司在寶馬展期間簽約訂單累計突破200億元。

中信建投:中聯重科拳頭產品高速增長,新興產品即將放量

中信建投發佈研報稱,中聯重科拳頭產品高速增長,新興產品即將放量。預計2020-2022年,公司實現營業收入分別爲604.51、792.11、931.96億元,同比分別增長39.59%、31.03%、17.66%;公司實現歸母淨利潤分別爲71.74、95.43、114.53億元,同比分別增長64.11%、33.02%、20.01%,對應PE分別爲9.45、7.10、5.92倍,考慮公司成長性,以及中長期在全球工程機械市場的份額有較大提升空間,按照2020年20倍PE,上調公司目標價至18.12元/股,維持“買入”評級。

中金:挖掘機行業有望進入成長的"新週期"

中金髮布研報稱,受益於人工替代、土方機械結構升級以及海外市場拓展,挖掘機行業有望進入成長的"新週期",龍頭企業有望迎來價值重估。重申看好三一重工、中聯重科(A/H股)、恆立液壓、艾迪精密,建議關注徐工機械、柳工等。

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