森松国际早盘涨超14% 机构称工程机械需求边际改善

新浪港股
07 Mar
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  森松国际(02155)早盘涨超14%,近五个交易日累计涨超30%。截至发稿,股价上涨14.38%,中午收报6.76港元,成交额3.11亿港元。

  渤海证券指出,根据中国工程机械工业协会统计数据显示,2025年1月挖掘机销量为1.25万台,同比增长1.10%,连续十个月同比实现正增长,复苏态势明显。分市场来看,受春节假期影响,1月国内销量同比小幅下降0.30%,出口同比增长2.19%。该行认为,2月在低基数影响下,挖机销售数据有望提升明显,建议关注国内下游资金改善以及全球需求回暖预期下,工程机械需求的边际改善。

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