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研報掘金丨浙商證券:三一重工挖機收入佔比高,行業上行週期彈性充足,維持“買入”評級
格隆匯 03-10 15:08

浙商證券研報指出,工程機械行業海外國內共振向上,中國工程機械龍頭邁向全球,三一重工(600031.SH)挖掘機佔比大,爲業績彈性最大標的之一。公司挖機收入佔比高,行業上行週期彈性充足:2024H1公司挖掘機械收入佔比爲39%,在國內主要主機廠中僅次於柳工(62%),高於徐工(28%)、中聯(14%),有望受益於行業上行週期,業績彈性充足。公司擬在香港聯交所上市,推進公司全球化戰略,彰顯了公司對未來發展的信心。另外,公司多款電動產品市場份額第一,低碳化成效顯著。其中電動攪拌車、自卸車、起重機銷售實現重大突破;電動挖掘機、電動裝載機重點佈局,未來放量可期。維持“買入”評級。

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