A股異動丨工程機械板塊普漲 行業現新一輪提價
格隆匯5月26日丨工程機械板塊普漲,中聯重科漲4.21%,三一重工漲3.22%,徐工機械、山河智能和柳工漲逾2%。近期由於鋼材價格再次急劇飆升,中聯重科站類機械、建築起重機,徐工機械建築起重機、臨工裝載機先後發出漲價通知。從供應商到主機廠,年初至今行業已經歷兩輪“漲價潮”。統計顯示,A股工程機械板塊今年一季度實現淨利潤翻倍的有10只。從一致預測來看,機構預測浙江鼎力、山河智能、徐工機械、建設機械今年淨利潤增幅超40%。中信建投指出,2021年4月工程機械行業增速趨緩,但不存在大幅波動風險。國內工程機械龍頭轉型升級,競爭力顯著增強。據全球工程機械50強峯會組委會2021年最新發布榜單,徐工、三一、中聯在全球工程機械企業中已分別位列三、四、五名。國產工程機械產品質量已與國外巨頭無異,性比價和服務優勢明顯。

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