2024年9月20日,森松国际(02155)股价出现大幅上涨,盘中最高涨幅达13.72%。引发市场关注的主要原因是以下两方面:
首先,2024年8月份工程机械行业内销和出口数据都出现了同比大幅增长。数据显示8月国内挖掘机销售同比增长18.1%,出口销售也实现同比增长近7%。与此同时,森松国际在中国地区挖掘机开工小时数同比增长3.3%,反映公司业务运营有所改善。工程机械行业的整体复苏为森松国际等相关上市公司带来了利好预期。
此外,分析师认为,美联储降息政策的落地,有望提振美国地产需求进而推升对应工程机械需求。海外市场需求的增长也让投资者看好森松国际出口业务复苏的前景。作为全球领先的压力设备综合服务商,市场预期森松国际有望充分受益于行业回暖和海外市场需求的双重利好,推升了公司股价出现大涨。
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