港股異動丨重型機械股普漲,三一國際漲4.5% 中聯重科漲2.3%
港股重型機械股普遍上漲,其中,三一國際漲4.5%,得利機械、德基科技控股漲超3%,中聯重科漲2.3%,中國龍工漲1.6%。消息上,今年2月挖掘機銷量19270臺,同比漲52.8%,其中內銷11640臺,同比近乎翻番。有主機廠表示,因去年2月存在春節因素,導致基數較低,因此今年2月挖掘機內銷增速較快。工程機械租賃與運營管理專家溫志剛認爲,二手中大挖出口增長刺激了國內需求,加之今年基建、採礦業投資有望加速,在大規模設備更新的驅動下,結合多方渠道瞭解到的國內配套廠商排產數據,預計今年 3-6月挖掘機銷量同比漲幅較快。樂觀來看,今年國內挖掘機銷量增幅有望超35%,全年內銷或超14萬臺。(格隆匯)

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