港股重型机械股普遍拉升,其中,中联重科涨超5%,三一国际涨超4%,中国龙工涨1.5%,森松国际、中国重汽跟涨。 消息上,CME预计2025年3月挖掘机销量28500台,同比+14%,其中国内18500台,同比+22%,出口10000台,同比+2%。国内外需求边际回暖开启共振。东吴证券研究判断,挖机销量超预期好转。展望全年,该行认为水利投资高增速对小挖形成支撑,地产企稳、基建发力对中挖形成支撑,矿山...
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