中金：五月挖机内外需超预期看好后续持续性

智通财经06-09

智通财经APP获悉，中金发布研报称，五月挖掘机内外销需求超市场预期。市场普遍担心高油价对海外挖机需求拖累，该行认为在矿业高盈利背景下，海外开矿需求韧性较强，有望带动工程机械需求持续增长。在低预期高现实背景下，建议布局。推荐三一重工(600031.SH)、徐工机械(000425.SZ)、中联重科(000157.SZ)、柳工(000528.SZ)。中金主要观点如下：五月挖掘机国内海外同比增长加速根据...

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中金：五月挖机内外需超预期 看好后续持续性

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中金：五月挖机内外需超预期看好后续持续性