A股異動丨工程機械股大升 柳工開盤直線封升停 山推股份升超7%
A股工程機械股盤初大升,其中,柳工高開拉昇升停,山推股份升超7%,恒立液壓、三一重工升超6%,廈門股份、三一重工、中聯重科、徐工機械等跟升。消息上,國務院總理李強5日在政府工作報吿中提出,今年發展主要預期目標是:國內生產總值增長5%左右,我國經濟長期向好基本趨勢不會變。東吳證券日前研報表示,工程機械板塊存在明顯的春季躁動,一般會在3月—4月出現明顯上升行情。覆盤2021年—2025年工程機械板塊走勢,板塊一般在3月—4月會出現為期兩週左右的超額升幅。該行認為2025年在國內挖機銷量復甦背景下,有望迎來明顯的春季躁動行情。春季躁動的來源主要系政策導向下,工程機械迎來開工+銷售旺季。受預算釋放、春節後復工、氣候適宜、兩會後政策支持、市場促銷等多方面因素影響,第一季度一般為工程機械開工+銷售旺季。(格隆匯)

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