【券商聚焦】中信建投:工程机械领域内外销强势 料26年国内增长10%、出口增长15%

金吾财讯
Apr 22

金吾财讯 | 中信建投证券研究指,工程机械领域汇兑或影响Q1业绩,但内外销经营表现依旧强势。2026年3月销售各类挖掘机37402台,同比增长26.4%。其中:国内销量24101台,同比增长23.5%;出口13301台,同比增长32%;内销恢复正增长,主要系行业价格战压力缓解、客户观望情绪消散并恢复采购,出口维持高增。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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