工程機械板塊走強 挖掘機銷量高增長 需求持續旺盛
格隆匯2月23日丨工程機械板塊走強,柳工漲超5%,三一重工漲超4%,山河智能、山推股份、徐工機械、中聯重科等跟漲。1月挖掘機銷量同比增速接近翻倍,與2020年12月及2020年全年比,挖掘機銷量同比增速繼續提升(2020年1月春節因素、疫情影響)。1月挖掘機銷量達19601台,同比增長97.2%;其中,國內16026台,同比增長106.6%,出口3575台,同比增長63.7%。浙商證券指出,地產基建投資持續復甦,人工替代、環保及更換需求,挖掘機較高景氣度有望延續。預計2021年挖機銷量同比增速超10%;龍頭公司市佔率將持續提升,行業龍頭挖掘機銷量增速有望超20%。

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