研報掘金丨浙商證券:維持三一重工“買入”評級,發佈員工持股計劃彰顯信心
浙商證券研報指出,三一重工(600031.SH)發佈員工持股計劃彰顯信心,中國工程機械龍頭走向全球,維持“買入”評級。公司發佈2025年員工持股計劃(草案)本持股計劃設立規模不超過5.35億元,股票來源爲公司回購專用賬戶已回購的股份,合計不超過約0.33億股,合計不超過當前總股本的1%。行業開工率增長,國內工程機械市場提速升溫3月前四周,國內流通領域市場監測挖機開工小時數同比提高15%,環比提高66%,煤炭、有色、公共設施等領域的投資增速有所改善。行業價格戰有望趨緩,主機廠盈利能力有望提升。公司挖機收入佔比大,爲業績彈性最大標的之一。
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