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港股異動丨重型機械股拉昇 三一國際升超4% 機構指挖機銷量超預期好轉
格隆匯 04-02 10:46
港股重型機械股普遍拉昇,其中,中聯重科升超5%,三一國際升超4%,中國龍工升1.5%,森松國際、中國重汽跟升。消息上,CME預計2025年3月挖掘機銷量28500台,同比+14%,其中國內18500台,同比+22%,出口10000台,同比+2%。國內外需求邊際回暖開啟共振。東吳證券研究判斷,挖機銷量超預期好轉。展望全年,該行認為水利投資高增速對小挖形成支撐,地產企穩、基建發力對中挖形成支撐,礦山需求穩定對大挖銷量形成支撐,疊加存量更新替換背景下,全年挖機內銷值得期待。(格隆匯)

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