汇丰研究发表报告指，经过年初至今的周期性反弹后，预料挖掘机将有更多的上涨空间，重型卡车的上行空间较小，叉车及高空作业平台则面临压力。
该行指，受低基数及公债发行加速影响，今年内地首两个月挖掘机国内销增长超过季节性预期；另一因素或是中国本地二手机械的出口，将减少国内安装基数及有助推动新机销售，但具体比例尚未清楚。因此，该行维持对中国今年挖掘机销量10%增长预期。
该行将中联重科(01157.HK) 目标价由6.2元上调至7.5元，另将潍柴动力(02338.HK) 目标价由15.5元上调至17.5元， 评级均为“买入”。(ca/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-12 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.