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Mach 2023-06-02 12:11 財經茄呢啡 機械和運輸設備等多數類股賣入,填補重磅電子股示弱的缺口,上日跳漲1.1%的韓股周三再漲約0.4%,以近日高作收,來到三周新高。 韓國綜合股價指數上日收高25.72點或1.07%後,再漲8.98點或0.37%,收在2443.92點,與日高2443.95點相差無幾,為3月7日以來的收市新高。
Mach 2023-06-02 12:11 財經茄呢啡 CHOICE數據,截至2023年5月31日,機械設備行業A股上市公司平均戶均持有流通股市值為35.66萬元。其中,25.38%的公司戶均持有流通股市值在10.5萬~20萬區間內。
Mach 2023-06-02 12:11 財經茄呢啡 共有53只個股漲停,26只個股跌停。以所屬行業來看,漲停個股重要集中在傳媒、機械設備、通信、電子建築裝飾等行業。
Mach 2023-05-30 12:10 財經茄呢啡 大摩發表研究報告指,盡管內地機械設備上半年市場需求疲軟,渠道去庫存和建築活動放緩,重要受房地產建設影響,但該行預估需求疲軟的情況將在今年下半年有所改善,按年跌幅有望收窄。報告認為,海外市場仍是內地機械設備股的增加動力,市場份額不斷增加,新市場滲透率也不斷提高。
Mach 2023-05-30 12:10 財經茄呢啡 從五月調研頻率比較高的數據統計來看,機械設備和醫藥生物是基金公司重點關注的對象,這兩個申萬一級行業分類里面的成分股被調研的次數都超過了200次。
Mach 2023-05-28 12:01 財經茄呢啡 大摩發表研究報告指,盡管內地機械設備上半年市場需求疲軟,渠道去庫存和建築活動放緩,重要受房地產建設影響,但該行預估需求疲軟的情況將在今年下半年有所改善,按年跌幅有望收窄。報告直言,海外市場仍是內地機械設備股的提升動力,市場份額不斷增長,新市場滲透率也不斷提高。
Mach 2023-05-28 12:01 財經茄呢啡 智通財經APP獲悉,大摩公布研究報告稱,在工程機械股中偏好中聯重科、中國重汽及時代電氣。鐵路設備股方面,該行相信今年首四個月的鐵路交通和鐵路投資復蘇均超預估,反映車輛透過率提高及鐵路建設加速。另預估2023-25年鐵路設備將由谷底水平出現結構性提升,預將累計交付約580套動車組,相對於2020-22年約480套提升約20%,對中國中車及時代電氣有利。
Mach 2023-05-26 11:58 財經茄呢啡 機械和運輸設備等多數類股增持,填補重磅電子股示弱的缺口,上日跳漲1.1%的韓股周三再漲約0.4%,以近日高作收,來到三周新高。 韓國綜合股價指數上日收高25.72點或1.07%後,再漲8.98點或0.37%,收在2443.92點,與日高2443.95點相差無幾,為3月7日以來的收市新高。
Mach 2023-05-26 11:58 財經茄呢啡 工程機械股板塊當中,包括了重型卡車及鐵路設備等類似股權,由於去年疫情令多數基建活動停擺,因此今年僅僅重新恢復,已推動類似公司首季利潤出現增加。
Mach 2023-05-26 11:58 財經茄呢啡 大摩發表研究報告指,盡管內地機械設備上半年市場需求牛皮,渠道去庫存和建築活動放緩,重要受房地產建設影響,但該行估計需求牛皮的情況將在今年下半年有所改善,按年跌幅有望收窄。報告直言,海外市場仍是內地機械設備股的增加動力,市場份額不斷增加,新市場滲透率也不斷提高。
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