《大行》花旗:内地起重机出货量重拾增长 行业首选中联重科(01157.HK)

阿斯达克财经
Feb 16

花旗研究报告指,今年1月塔式起重机内地市场出货量录得7%按年增长,终止了自2023年7月以来连续30个月的按年下跌趋势,不单止是由于低基数,亦反映中国撤销房地产行业三条红线政策后,市场需求出现轻微改善,与该行预期一致,即近期利用率及租赁率的改善,很快可转化为国内塔式起重机的需求增长。该行料消息将正面催化中联重科(01157.HK) 及三一国际(06031.HK) 股价。而该行的行业首选为中联重科,...

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