港股异动 | 中国龙工(03339)涨超4%领涨重型机械股 3月挖机内销略超CME预期 政策推动或释放更新需求
重型机械股普涨。截至发稿，中国龙工(03339)涨4.08%，报1.53港元；三一国际(00631)涨3.53%，报5.28港元；森松国际(02155)涨2.15%，报4.27港元。
消息面上，据中国工程机械工业协会对挖掘机主要制造企业统计，3月销售各类挖掘机24980台，同比下降2.34%，其中国内15188台，同比增长9.27%，高于此前CME预期6%增速。海通国际指，3月挖掘机国内销量同比增长，国外销量同比下滑幅度收窄。多部委推出系列政策，挖机需求有望边际改善。
东海证券表示，近期，涉及大规模设备更新的相关政策密集出台，推动老旧机型出清，工程机械更新需求有望得到充分释放。外销方面，产品出海稳步推进，随着高基数压力逐渐缓解，叠加全球化战略稳步推进，下半年工程机械出口增速或迎来修复，海外市场将持续贡献增量。
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