金吾财讯 | 招银国际表示，中国工程机械工业协会发布了6月的非土方机械销售数据。在强劲出口的推动下，履带起重机/汽车起重机销量同比分别增长33%/19%。高空作业平台同比增长38%，实现了连续三个月的同比增长。结合本月初公布的土方机械销量的强劲增长，6月份工程机械的整体增长依然保持强劲, 再次印证了该机构对该行业的乐观看法，驱动力来自全球矿业资本开支的增长空间、非土方机械的上行周期，以及中国工程机械企业在新兴市场的渗透。该机构维持对中联重科(01157 HK / 000157 CH)、三一重工(06031 HK / 600031 CH)、恒立液压(601100 CH)和三一国际(00631 HK)的“买入”评级。同时，鉴于中国市场高空作业平台需求强于预期，该机构给予“持有”评级的浙江鼎力(603338 CH)存在上行风险。
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