A股异动丨工程机械板块普涨 行业现新一轮提价
格隆汇5月26日丨工程机械板块普涨,中联重科涨4.21%,三一重工涨3.22%,徐工机械、山河智能和柳工涨逾2%。近期由于钢材价格再次急剧飙升,中联重科站类机械、建筑起重机,徐工机械建筑起重机、临工装载机先后发出涨价通知。从供应商到主机厂,年初至今行业已经历两轮“涨价潮”。统计显示,A股工程机械板块今年一季度实现净利润翻倍的有10只。从一致预测来看,机构预测浙江鼎力、山河智能、徐工机械、建设机械今年净利润增幅超40%。中信建投指出,2021年4月工程机械行业增速趋缓,但不存在大幅波动风险。国内工程机械龙头转型升级,竞争力显著增强。据全球工程机械50强峰会组委会2021年最新发布榜单,徐工、三一、中联在全球工程机械企业中已分别位列三、四、五名。国产工程机械产品质量已与国外巨头无异,性比价和服务优势明显。

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