智通财经APP获悉，招银国际发布研报称，中国工程机械工业协会发布了2月份工程机械销售全套数据。与上周发布的强于预期的土方机械(挖掘机和装载机)数据不同，非土方机械的销售好坏不一。叉车和汽车起重机在国内外市场均实现增长，而塔式起重机(与房地产高度相关)/高空作业平台尽管基数较低，但在中国市场仍然分别下跌33%/24%。
该行继续看好土方机械，主要由于土方机械不论在项目级别的周期和替新替换周期中均率先复苏。该行重申对三一重工(600031.SH)、恒立液压(601100.SH)和中联重科(01157/000157.SZ)的买入评级。另一方面，鉴于高空作业平台中国和出口的行业销售均弱于预期，这对该行给予买入评级的浙江鼎力(603338.SH)带来下行风险。
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