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中聯重科(000157.SZ):預計2025年中國工程機械市場的內需有望止跌企穩並開始逐步復甦

格隆匯11月7日丨中聯重科(000157.SZ)在投資者關係活動上表示,國內方面,預計2025年中國工程機械市場的內需有望止跌企穩並開始逐步復甦。設備的更新換代需求、政府的穩增長政策、以及行業內部的積極調整都將為市場提供支撐。公司自身因為有土方、農機、礦山等補短板或新興的產業梯隊,市佔率較低、絕對體量相對較小,有做絕對增量的空間,同時拖累公司今年國內下滑的產品結構佔比因素在今年結束後預計將有積極變化。海外方面,展望2025年,隨着全球加息週期褪去、國內廠商向海外轉型加速、廣大發展中市場基礎設施及房地產市場建設加速推進等,中國工程機械行業出口整體有望保持正增長,公司自身在嚴控訂單質量、保障盈利能力、緊抓現金流回款的前提下,憑藉着“端對端、數字化、本土化”直銷體系的獨特優勢、產品結構更加多元化以及合理完善的區域佈局,將努力提升海外市佔率。

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