工程机械股走低 中联重科(01157)跌10.02% 大摩仍对建筑机械业海外第四季持续去库存维持审慎

金吾财讯
09 Oct 2024

金吾财讯 | 工程机械股走低,中联重科(01157)跌10.02%,三一国际(00631)跌6.98%,森松国际(02155)跌6.03%,中国重汽(03808)跌5.71%。摩根士丹利表示,内地建筑机械业大部分企业第三季销售符合预期,加上毛利在海外增长稳健及本地亏损收窄下而有所改善,不过仍对内地周期及海外第四季持续去库存维持审慎,个别公司的经营将会是主要的分别之处。

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