港股异动丨工程机械股强势,中国龙工涨超42%

老虎资讯综合
Jul 22, 2025

7月22日,工程机械股盘中走强,中国龙工涨超42%,铁建装备涨近10%,维亮控股涨超7%,昊天国际建投涨超6%。

消息上,7月19日,雅鲁藏布江下游水电项目开工,工程建设正式拉开帷幕。根据东吴证券研究测算,该项目土方量超5亿立方,工程机械需求涵盖大型挖掘机、装载机、矿卡、混凝土机械、路面机械等,有望大幅拉动国内工程机械需求。

中信建投指出,雅鲁藏布江下游水电工程7月19日宣布开工,总投资1.2万亿元,预计将拉动大量工程机械新需求。

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