花旗:行业数据利好AI PCB设备股 不利建筑机械股

智通财经网
Sep 08

智通财经APP获悉,花旗发布研报称,PCB(印刷线路板)设备数据正面,建筑机械则偏负面。PCB设备方面,台湾大量科技(3167.TW)公布8月收入同比增长153%,刷新2026年高增长纪录,显示AI PCB设备需求增长正在加速。

建筑机械方面,中国工程机械工业协会数据显示,8月中国国内挖掘机出货量仅同比增长4%至7,986台,连续第二个月录得单位数同比增长。该行认为,这似乎是中国挖掘机周期转势的早期迹象;同时,中国最大塔式起重机租赁商庞源报告的塔吊利用率,在2月后亦连续六个月同比下跌。

该行称,上述数据对AI PCB设备商大族数控(03200)属正面,但对建筑机械商三一重工(06031)、中联重科(01157)属负面。花旗看好津上机床中国(01651),理由是基本面和获纳入港股通。

按该行估值,大族数控H股目标价189港元、评级“买入”;三一重工H股目标价29港元、评级“买入”;中联重科目标价8.9港元、评级“买入”;津上机床中国目标价72港元、评级“买入/高风险”。

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