行业点评中国工程机械行业 - 1月份土方机械销售开局良好中国工程机械工业协会发布了今年1月土方机械销售数据。尽管今年春节较早,但挖掘机/轮式装载机销量仍同比小幅增长1%/2%,显示需求仍然强劲。我们预计今年土方机械出口仍将保持良好增长,而国内更新换代需求将延续上行周期。此外,考虑到三月份进入传统旺季,我们认为工程机械板块有机会在未来两个月获得关注。我们继续看好中联重科(1157 HK / ...
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