中金公司:预计1-2月国内挖机销量同比增长有望超过30%

格隆汇
12 hours ago

中金公司研报称,本次政府工作报告中赤字率、公共预算、超长期特别国债、地方政府专项债券的目标均比去年有所提升。财政支出强度明显加大,且与此前政策相比,特别强调资金实际支出。资金到位率提升,有望促进基建以及大型工程项目开工率增长,有望提振工程机械等顺周期相关行业需求。预计1—2月国内挖机销量同比增长有望超过30%,中金公司认为,财政支出强度以及资金使用效率的提升,有望进一步推动国内工程机械等装备国内需求的上行。

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