【券商聚焦】招银国际指2月土方机械销售数据超预期料3月旺季进一步提振板块股价表现

金吾财讯2025-03-10

招银国际表示，中国工程机械工业协会周末公布的2月份土方机械销售数据超出预期。挖掘机/装载机国内销量同比大幅增加99%/63%，这不仅由于春节基数效应，更重要的是实际需求强于预期。该行认为近期的宏观支持政策已逐渐转化为实际需求，而土方机械将是项目周期中率先复苏的行业。该行维持观点，更新换代需求的上升周期将推动今年的土方机械销售。短期内，该行相信3月份的传统旺季可能会进一步提振板块的股价表现。该行重申...

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【券商聚焦】招银国际指2月土方机械销售数据超预期 料3月旺季进一步提振板块股价表现

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【券商聚焦】招银国际指2月土方机械销售数据超预期料3月旺季进一步提振板块股价表现