智通财经APP获悉，花旗发布研报称，中国工程机械工业协会昨日(16日)发布了今年11月更多建设机械的出货量资料。 在主要工程机械类型中，履带式起重机在中国市场需求最为强劲，11月出货量同比增102%。花旗认为，这不仅受到设备更换需求的驱动，也得益于可再生能源领域如风能等的强劲需求。
该行称，相反，中国市场塔式起重机的出货量的同比降幅，从10月的17%扩大至11月的49%。协会指出，前四大大型挖掘机生产商的市占率从2024年的59.7%，下降至今年首九个月的58.7%，下降了1个百分点，这意味着中国机械制造商之间的竞争正在加剧。花旗对内地工程机械行业的偏好排序保持不变，依次为恒立液压(601100.SH)、三一重工(06031)H股、三一重工(600031.SH)A股、中联重科(01157)，最后为建设机械(600984.SH)。
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