2月18日,长江证券发表观点:我们选取卡特彼勒、小松、约翰迪尔、沃尔沃、日立建机共五家外资头部工程机械制造商进行财报分析,五家合计约占全球TOP50制造商中外资份额的一半,具有一定的代表意义。收入端:整体来看,2024年第四季度海外龙头工程机械业务营收延续下滑态势,除小松同比微增1%外,其他几家同比均有不同程度下滑,但不同地区间表现分化:1)北美:2024年第四季度下滑幅度有所扩大,除小松同比持平...
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