金吾财讯 | 工程机械股走高，中联重科(01157)涨5.45%，中国重汽(03808)涨5.06%，三一国际(00631)涨4.84%，中国龙工(03339)涨3.73%，第一拖拉机股份(00038)涨1.93%。美银证券发表报告，重申对内地工程机械行业的积极展望，基于中央政府政策支持；国内市场更新换代需求；国内制造商海外市占率提升及出口增长。领先的工程机械原设备制造商将成为主要受惠者。广发证券表示，内销端，节后开工旺盛，挖机增长斜率改善；出口端，全球需求加速，非洲采矿叠加欧美复苏；行业内外共振渐行渐近。1）挖机液压件企业或最先受益，20年之后液压件企业几乎没有扩产，目前已经出现产能吃紧迹象；2）工程机械主机厂加速迎来估值修复，
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