智通财经APP获悉，高盛发布研究报告称，根据中国龙工(03339)主要产品的最新销售趋势，将2024-26年每股盈利微调0-2%，并维持该股目标价1.6港元及“中性”评级。
报告指，对内地工程机械需求周期持谨慎态度。在该行的内地工程机械覆盖范围内，该行认为龙工处于最不利的地位，因为内地的轮式装载机市场整合，反映市场份额增长潜力很小，挖掘机的市场份额出现结构性损失，出口潜力有限，及其在内地挖土机领域的弱势。
该行认为，所有负面因素似乎都已被消化，而内地的轮式装载机需求相对于挖掘机需求似乎已经在2023年正常化至中国以外的全球平均水平。
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