《大行》大摩上调中联重科(01157.HK)目标价至9.8元 维持“增持”评级

阿斯达克财经
May 04

摩根士丹利发表研究报告,认为中联重科(01157.HK) 将成为环球建筑机械上升周期的关键受惠者,尤其是在周期后期非挖掘机机械需求将进一步提升。海外市场占比提高、海外销售网络基本建成及产能利用率改善,将支持经营利润率持续扩张。该行预期国内建筑机械市场于2026至2028年将延续上升周期,中联重科在非挖掘机机械领域的较高敞口将使其受惠。海外市场方面,随着销售渠道及产能布局基本完成,预期2026至...

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