花旗：内地起重机出货量重拾增长行业首选中联重科_老虎社区_美港股上老虎

花旗：内地起重机出货量重拾增长行业首选中联重科

AASTOCKS02-16

花旗研究报告指，今年1月塔式起重机内地市场出货量录得7%按年增长，终止了自2023年7月以来连续30个月的按年下跌趋势，不单止是由于低基数，亦反映中国撤销房地产行业三条红线政策后，市场需求出现轻微改善，与该行预期一致，即近期利用率及租赁率的改善，很快可转化为国内塔式起重机的需求增长。该行料消息将正面催化中联重科(01157.HK)及三一国际(06031.HK)股价。而该行的行业首选为中联重科，因其...

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