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挖掘機股集體下跌 三一重工(600031.SH)連跌三日
格隆匯 04-12 12:06
格隆匯4月12日丨A股市場挖掘機板塊集體下跌,其中,三一重工跌5.75%,連續第三日下跌,股價創去年12月以來新低,且較今年2月18日創出的歷史最高價50.3元回撤37%,最新市值2671億元;河鋼資源跌超5%,柳工跌超4%,山河智能跌超3%。根據中國工程機械工業協會行業統計數據,2021年3月,共計銷售各類挖掘機械產品79035台,同比漲60.0%。2021年勢將成為挖掘機行業歷史性的一年:1月19601台打破挖機歷史1月銷量紀錄;2月28305台打破挖機歷史2月銷量紀錄;3月79035台打破挖機歷史單月銷售紀錄。不過,有分析人士指出,高增長讓人欣喜,但高增長下的隱憂也顯而易見,這種高增長是不可持續的。2020年四季度增速分別為-11.6%、70.3%、62.9%、62.5%,國內市場Q1受疫情影響較大,增速僅為-11.6%,自Q2開始趕工復工,銷量持續創新高,對於2021年來説,國內市場在Q2開始高基數效應逐步顯現,增速將逐步回落。

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