异动解读 | 工程机械股集体反弹 内外需求回暖拉动森松国际大涨7.79%

异动解读
19 Sep 2024

森松国际(02155)今日盘中大涨7.79%,再次引发市场广泛关注。分析人士指出,近期工程机械行业迎来利好,推动了行业个股集体反弹。

据悉,8月国内挖掘机市场销量保持复苏态势,行业预期中型挖掘机后续有望筑底反弹,因此板块内相关个股纷纷上涨。同时,政府政策法规调整或将进一步推动国内市场需求复苏。

此外,8月出口挖掘机数据首次同比转正,海外需求回暖迹象初现。加之美联储加息周期暂停,预计将缓解企业海外市场压力,提振海外市场需求。在内外需求回暖以及有利政策的多重利好下,工程机械板块集体上扬,森松国际作为行业龙头也随之大涨。

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