金吾财讯 | 招银国际表示，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。该行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，该行认为工程机械板块有机会在未来两个月获得关注。该行继续看好中联重科（01157/000157 CH，买入）、三一重工（600031 CH，买入）和恒立液压（601100 CH，买入）。1月份挖掘机销量同比增长1%。国内销量小幅下降0.3%至5,405台。出口量同比增长2%至7,107台。电动挖掘机销量为18台，同比增长50%，但仅占挖掘机总销量的0.1%。1月份轮式装载机销量同比增长2%。国内销量同比下降1%至3,706台，而出口量同比增长4%至4,214台。电动轮式装载机销量达到1,086台（同比增长1.9倍），占轮式装载机总销量的13.7%（高于去年同期的4.7%）。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.