工程機械板塊大幅走高 徐工機械封漲停 三一重工漲超5%
格隆匯9月1日丨工程機械板塊大幅走高,徐工機械封漲停,三一重工漲超5%,山河智能、中聯重科、柳工等集體走強。近期工程機械板塊個股上半年業績集體披露,其中徐工機械半年度營業收入、歸母淨利潤、經營性現金流均再創歷史新高,盈利能力進一步提升,上半年淨利潤38.03億元,同比增長84.46%。三一重工上半年淨利超百億元,同比增長17.16%;其中挖掘機械銷售收入260.07億元,同比增長39.46%,挖掘機市場份額持續顯着提升,銷量居全球第一。東莞證券指出,從市場結構來看,挖掘機在工程機械設備中佔據市場絕對的主流地位。從工程機械月銷量數據分析,工程機械已進入中後期設備週期;2021年1-7月工程機械累計銷量同比維持在正區間,在專項債的支撐下,2021年工程機械銷量將維持同比增長正區間。2021年H1工程機械出口銷量表現亮眼,疊加專項債和工程機械更新替換因素,將有望拉動工程機械需求。

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