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地产政策有望提振工程机械需求 公司已备足国四产品库存

The real estate policy is expected to boost the demand for construction machinery. The company has prepared enough inventory of China four products.

Zhitong Finance ·  11/25/2022 12:00

消息面上,金融16条正式发布,促进房地产市场平稳健康发展。长江证券指出,工程机械下游以基建地产为核心,尤其地产在去年以来拖累明显,若政策驱动地产链投资修复,行业需求低迷状况有望较大提振。其次,短期挖机销量增速转正催化。

此外,11月21日,中联重科在投资者互动平台中表示,公司具有完全自主的折臂起重机研发能力和规模化的生产能力,拥有专门的研发团队和制造基地,新一代系列折臂起重机产品正在研发中,目前25吨折臂起重机已研制完成。“国四”方面,公司土方机械已经提前做好布局,并对国四产品做了满足市场需求预计的库存。国四的实施有利于引导行业设备升级,对老旧设备的更新换起到促进作用。为行业和公司带来设备更新的市场机遇。

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