智通财经APP获悉，美银证券发布研报称，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。该行将中联重科(01157)港股目标价由8.5港元上调至10.1港元，重申“买入”评级，因其出口销售强劲且估值具吸引力，另将中联重科(000157.SZ)A股目标价由10.9元人民币上调至11.1元人民币。
基于营收预测上调，美银证券将中联重科2026及2027财年盈利预测分别上调3%与2%。同时将目标市盈率由12倍上调至14倍，较五年历史均值高出1.5个标准差，以反映该公司在小型挖掘机、矿山机械及机械人领域的稳健进展。
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