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富瑞:看好中國機械設備市場需求 予中聯重科(1157.HK)等“買入”評級
格隆匯 02-20 14:33

富瑞發表研究報告表示,首次覆蓋機械設備領域,隨着中國在基礎設施上的投入,對機械和卡車的需求將加速增長,予中聯重科(1157.HK)、三一重工(600031.SH)等“買入”評級。

報告指出,鑑於外部貿易形勢的不確定性和內部消費風險,中國已部署專項債刺激基礎設施建設,預計今年固定資產投資按年增幅超去年。

報告認為,需求週期遠未結束,預計2019-2021年挖掘機和重型卡車的需求年複合增長率達10%-15%;重型卡車同期增長率為5%-10%,三一重工、濰柴動力(2338.HK)及恆力液壓(601100.SH)有望成為行業長期贏家和關鍵整合者。另外,中聯重科在吊裝設備和挖掘機擴廠中占主導地位,予“買入”評級,而中國重汽(3808.HK)推薦技術性買入,因近期對發動機的需求會提振銷量和利潤率。

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