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機械股連續第三日反彈 三一重工(600031.SH)三日累漲近25%
格隆匯8月4日丨此前大跌的機械股今日再度集體反彈,已連漲三日。其中,三一重工盤中一度漲超7%,近3個交易日累漲近25%;中聯重科最近5個交易日內自低位反彈近25%;徐工機械、柳工近日均有明顯漲幅。據CME工程機械網最新數據,預計今年7月挖掘機(含出口)銷量約為1.85萬台,同比下降3%左右,降幅開始收窄。三一重工相關人士表示,從行業需求趨勢看,7月預計比5、6月要好,同比降幅會有收窄。比如內蒙、新疆等地區在七一前尚未開工的工程已陸續啟動。另一方面,一些政府專項債資金在慢慢到位。

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