【华泰证券:挖机1月内销不淡,旺季值得期待】华泰证券研报指出,今年春节提前背景下挖机1月内销淡季不淡,好于春节同在1月的2023年同期水平,预计小挖在机器替人逻辑下有望持续快速增长并拉动2025年挖机需求向上。中期维度看,我国二手挖机出口的快速增长有望成为消纳国内工程机械较高保有量的主要手段,为新机内销提供支撑。

金融界
03 Mar
华泰证券研报指出,今年春节提前背景下挖机1月内销淡季不淡,好于春节同在1月的2023年同期水平,预计小挖在机器替人逻辑下有望持续快速增长并拉动2025年挖机需求向上。中期维度看,我国二手挖机出口的快速增长有望成为消纳国内工程机械较高保有量的主要手段,为新机内销提供支撑。

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