金吾财讯 | 招银国际表示，中国工程机械工业协会发布了2024年12月工程机械销售的完整数据。各类机械出口量增长依然强劲，特别是汽车起重机和塔式起重机，同比分别增长67%和95%。在中国，整体需求还没有改善，挖掘机是12月份唯一增长的产品。选股方面，该行仍然看好中联重科(01157 / 000157 CH，买入)，主要由于公司通过广泛的产品渗透新兴市场，而持续进行的股票回购(H股)将继续成为短期期催化剂。该行看好三一重工(600031 CH，买入)和恒立液压(601100 CH，买入)，主要由于它们在挖掘机领域的占比较高。该行同时看好浙江鼎力(603338 CH，买入)，主要由于其海外高空作业平台销售比例高，而美国反倾销税的下调将有助大幅减轻未来关税上升的影响。
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