港股异动 | 中国龙工(03339)涨超5% 8月挖机销售保持向上 工程机械行业有望稳步增长

智通财经
Sep 11, 2025

智通财经APP获悉,中国龙工(03339)涨超5%,截至发稿,涨5.17%,报3.05港元,成交额9533.78万港元。

消息面上,根据工程机械工业协会统计,2025年8月挖掘机(含出口)销量16523台,同比增长12.8%。其中国内销量7685台,同比增长14.8%;出口销量8838台,同比增长11.1%。国元证券表示,当前时点,出口端该行认为无论从供给端还是需求端看国内龙头企业仍具备较强竞争优势。看好后续工程机械行业维持稳步增长态势。

今年上半年,中国龙工实现收益55.96亿元(人民币,下同),同比增加69.67%;股东应占溢利6.32亿元,同比增加37.83%。光大证券认为,公司业绩符合预期,有望深度受益于国内工程机械行业复苏以及工程机械国际化、电动化趋势。

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