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研報掘金丨浙商證券:徐工機械混改效益凸顯,帶動業績釋放,維持“買入”評級
格隆匯 01-16 16:45

浙商證券研報指出,徐工機械(000425.SZ)邁向工程機械全球龍頭,混改效益凸顯,帶動業績釋放、資產質量提升,價值有望重估。維持“買入”評級。公司為國內工程機械龍頭,規模效應顯著公司為國內工程機械龍頭,有望逐步進入全球前三,不斷縮小與卡特彼勒和小松的差距。根據2024 年最新的Yellow Table 榜單,徐工集團全球市佔率為5.3%,位居全球第四, 蟬聯中國第一。公司資產質量提升,帶動價值重估,海外業務加速,產品結構持續優化,近期多個國際大單落地,且公司連續六年上榜全球露天礦山挖運設備製造商五強(榜單中唯一中國企業),龍頭地位明顯。

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