重型机械股普涨 三一国际涨超4% 6月挖机内外景气度回升

格隆汇
11 Jul

港股重型机械股普遍上涨,其中,三一国际涨超4%,中联重科第一拖拉机股份森松国际涨2%。

消息上,据工程机械工业协会统计,2025年6月销售各类挖掘机18804台,同比增长13.3%。其中国内销量8136台,同比增长6.2%;出口量10668台,同比增长19.3%。经历5月挖机内销的短暂回落,6月挖机内外景气度回升,上半年挖机内外销量整体好于预期。

光大证券指出,近期工程机械行业销量维持增长趋势,行业短期具备良好催化剂;两会政策对工程机械行业支持力度较大,行业中期需求持续复苏有保障;同时随着工程机械行业国际化、电动化进程不断推进,工程机械龙头企业有望量利齐升。

责任编辑:栎树

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