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【挖掘机11月份销量出现明显好转,基建回暖预期增强】12月7日,中国工程机械工业协会发布有关26家挖掘机制造企业统计数据。2022年11月份企业销售各类挖掘机23680台,同比增长15.8%,其中国内14398台,同比增长2.74%,实现19个月以来的首度正增长;出口9282台,同比增长44.4%。分析人士表示,挖掘机内销情况与国内基建投资态势呈正相关。随着房地产行业发展预期持续改善,加之2022年年末专项债规模与2021年相比明显增加,国内基建回暖预期明显增强,有利于与基建相关的挖掘机等工程机械产业链发展。(证券日报)

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