金吾财讯 | 中信建投发研报指,工程机械:1-2月挖机出口高增,预计Q1业绩将有较好表现。2026年1-2月共销售挖掘机35934台,同比增长13.1%。其中:国内销量15478台,同比下降9.19%;出口20456台,同比增长38.8%。国内出现同比个位数下滑,但出口表现强劲,作为业绩主要贡献业务,预计Q1主机厂业绩将实现高增。总体来看,该机构预计2026年国内市场有望实现10%以上增长,出口有望实现15%以上增长,内外需持续共振向上。
金吾财讯 | 中信建投发研报指,工程机械:1-2月挖机出口高增,预计Q1业绩将有较好表现。2026年1-2月共销售挖掘机35934台,同比增长13.1%。其中:国内销量15478台,同比下降9.19%;出口20456台,同比增长38.8%。国内出现同比个位数下滑,但出口表现强劲,作为业绩主要贡献业务,预计Q1主机厂业绩将实现高增。总体来看,该机构预计2026年国内市场有望实现10%以上增长,出口有望实现15%以上增长,内外需持续共振向上。
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