9月19日,工程机械板块股价集体活跃,其中第一拖拉机股份(00038)盘中大涨6.21%,报收于9.36港元。
近期,工程机械行业景气度持续回暖,这是推动包括第一拖拉机在内的多家工程机械股上涨的主要原因。数据显示8月份我国工程机械出口同比增长近7%,显示海外需求正在逐步复苏。多家机构预计在低基数的背景下,工程机械出口将继续增长,成为行业主要增长点之一。
除海外市场回暖外,国内工程机械需求也在逐步企稳回升。分析人士认为,随着政策助力和基建投资持续加码,行业的设备更新需求将继续释放,令生产恢复提速。值得关注的是,央企龙头三一重工8月份国内主力产品销售数据同比均出现大幅增长,进一步体现了行业复苏态势。
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