智通财经APP获悉，中联重科(01157)午前涨超3%，截至发稿，涨3.42%，报6.05港元，成交额3888.09万港元。
消息面上，中国工程机械工业协会最新统计显示，今年上半年挖掘机总销量达12.05万台，同比增长16.8%。中联重科相关人士表示，行业复苏趋势已由挖机初步传导至非挖，在强化内需的宏观背景下，今年全年内销预计驶入增长轨道。公司矿山板块产能较年初实现3倍增长，公司看好农机、矿机等新兴产业的海外增长空间。
大摩发布研报称，上调中联重科2025及2026年销售预测各1%，以反映国内行业上升周期向上所推动的土方机械及混凝土机械销售增长，但下调高空作业平台产品的销售预测；毛利率预测分别上调0.4、0.3及0.3个百分点，相应地将每股盈利预测上调4%、2%及1%。
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