浙商证券:9月挖掘机销量提速 工程机械龙头三季报业绩有望提速

智通财经
Oct 16, 2025

智通财经APP获悉,浙商证券发布研报称,据中国工程机械工业协会,2025年9月销售各类挖掘机19858台,同比增长25.4%。其中国内销量9249台,同比增长21.5%;出口量10609台,同比增长29%。考虑到工程机械海外市占率提升,国内更新周期逐步启动,以及2024年下半年业绩基数较低等因素影响,预计工程机械龙头三季报业绩整体有望实现提速。该行建议持续聚焦行业龙头,推荐三一重工(600031....

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