港股异动 | 工程机械股午后走高 6月挖机内外销继续超预期 国内行业价格战趋缓

智通财经
Jul 20

智通财经APP获悉,工程机械股午后走高,截至发稿,三一重工(06031)涨9.74%,报20.06港元;森松国际(02155)涨4.27%,报7.57港元;中国龙工(03339)涨2.81%,报2.93港元;中联重科(01157)涨0.73%,报6.86港元。

消息面上,据中国工程机械工业协会统计,6月销售各类挖掘机25445台,同比增长35.3%。其中:国内销量10898台,同比增长33.9%;出口14547台,同比增长36.4%。此外,5月1日起,三一、徐工、柳工、山推等公司宣布对挖机进行约5%的涨价,三一、徐工对起重机产品也进行涨价。

中信建投指出,6月挖机内外销继续超预期。今年挖机内销呈现较为明显的旺季后移,因为今年春节相比去年较晚,国内挖机自3月以来恢复较高的同比正增长,预计后续将继续维持增长。出口维持较强表现,并未受国际形势、关税变化、降息等扰动,中国工程机械高增态势依旧维持。国内头部企业涨价,反映年初以来的行业价格战趋缓,转向良性发展。

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