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港A兩市工業機械股普漲 1月挖掘機銷量有望繼續大增
格隆匯 01-27 14:47
格隆匯1月27日丨港A兩市工業機械股普漲,港股中,三一國際(0631.HK)漲超4%,中聯重科、中國重汽漲超1%。A股中,中聯重科(000157.SZ)漲超5%,徐工機械、三一重工漲近2%。據悉,經過草根調查和市場研究,CME預估2021年1月挖掘機(含出口)銷量20500台左右,同比增速106%左右。國內市場預估銷量17000台,同比增速112%左右,環比下降37%;出口市場預估銷量3500台,增速60%左右。本輪週期中行業龍頭市場份額持續提升、經營效率改善、更加重視對核心技術的掌握及智能化生產,龍頭強者恆強趨勢明顯,在小幅波動的週期中龍頭企業有望帶來超預期的業績彈性。

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