然而这样的高同比是在去年的低基数上实现的,从挖掘机年化销量来看,并未有增长。
进入11月份后,低基数期结束。虽然我们调研显示,挖机销量可能稍好于季节性,但是同比数据将回落至20%左右。我们仍然对于工程机械板块持谨慎态度。
北方地区的采掘业需求在很大程度上受到煤炭价格和铁矿石价格的影响。从去年以来,在调研中持续观察到北方地区工程机械尤其是大型挖掘机的需求被采掘业影响。
进入10月后,煤炭产业链景气度有所上升。煤炭价格回暖,产量上升,采掘业需求有回暖迹象,但是持续力度仍存疑,下游潜在购买者相对比较谨慎。铁矿石仍处于较弱的状态。
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