金吾财讯 | 招银国际表示，中国工程机械工业协会周末发布了2月的土方机械销售数据。挖掘机和装载机的出口表现强劲(同比增长37%/34%)，较该机构预期更为强劲。挖掘机/装载机的国内销量(同比下降42%/14%)较该机构预期的低(部分原因受春节影响)。今年前2个月，挖掘机销量(国内销量+出口)同比增长13%，装载机销量同比增长28%，显示今年开局良好。强劲的出口数据进一步印证了该机构对今年土方机械前景的乐观预期，主要得益于大宗商品价格上涨带动全球矿业资本支出增长，以及中国机械企业在新兴市场的渗透。维持对中联重科(01157 HK / 000157 CH)、三一重工(06031 HK / 600031 CH)、恒立液压(601100 CH)和三一国际(00631 HK)的“买入”评级。
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