智通财经APP获悉，中联重科(01157)涨超3%，截至发稿，涨2.54%，报10.49港元，成交额6253.67万港元。
花旗发布研报称，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，不单只是低基数，也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股价，由于起重机械业务的占比较高，中联重科为行业首选。
值得一提的是，花旗2月5日研报指出，中国国务院公布“一号文件”，旨在推进农业产业现代化并促进乡村全面振兴。文件亦指出，应运用AI、无人机、机械人等创新技术以提升中国农业产业的生产力。该行认为，在中国的机械设备制造商中，该文件对中联重科尤为正面。据估算，该公司2026年的收入中约有8%将来自农业机械业务。根据该行对中联重科的90日上行催化剂观察，认为“一号文件”可被视为额外催化剂。
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