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工程机械板块走高,代理商发起挖掘机涨价潮
格隆汇 02-25 11:10

格隆汇2月25日丨工程机械板块走高,徐工机械涨超5%,中联重科涨超4%,安徽合力、三一重工、柳工等跟涨。

春节后,合肥工程机械商会牵头发起涨价倡议,与全国3个省份的9家代理商,联合推动挖掘机产品终端销售的涨价,涉及三一、临工、柳工、徐工等挖掘机品牌。其中,20t以下挖掘机价格上调0.5-1万元/台,20t-30t上调1-2万元/台,30t以上上调3万元/台。

经草根调查和市场研究,CME预估2021年2月挖掘机(含出口)销量2.2万台左右。分市场来看:国内市场预估销量1.8万台,增速160%左右。

分析师认为,工程机械自2016年下半年以来进入一轮新的景气上行周期,刚性寿命替换叠加法规切换带来的更新需求托底,基建投资增长叠加机器换人带动行业景气持续向好。预计2021年挖机销量同比增速超10%;龙头公司市占率将持续提升,行业龙头挖掘机销量增速有望超20%。

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