智通财经APP获悉，瑞银发布研报称，目前对中国建筑机械行业看法较市场预期更为乐观，认为目前行业正处于的上升周期，将持续至2029年才见顶，而非市场普遍预测的2028至2029年，企业矿业相关业务增长潜力及强劲盈利韧性尚未完全反映于股价表现，现时估计预测中国设备制造商在矿用卡车及矿用挖掘机的全球份额将于2030年达到20%以上，而矿业相关业务将可能成为企业另一增长动力。
该行对中联重科(01157)及龙工机械(03339)给予“中性”评级，2025至2026年每股盈利增长预测分别上调至49%、27%及21%、17%; 列徐工机械(000425.SZ)为行业首选，给予“买入”评级，看好其矿业因业务占比较高、增长强劲且估值吸引。瑞银并将中联重科及龙工机械的目标价分别由6.4港元及2.2港元，各上调至7.8港元及3.2港元。
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