,,"证书号:S0190209030143",,,"18","汽车起重机-公司销量1",,,,"*",,,"太原重工","0.77 ","1.04 ","1.26 ","1.50 ","推荐","17.32 ","16.65 ","13.75 ","11.55 ","4.50 ","3.85 ","17.11%"
,,,,,"19","汽车起重机-型号",,,,,,,"中国南车","0.14 ","0.24 ","0.35 ","0.43 ","强烈推荐","6.12 ","25.50 ","17.49 ","14.23 ","1.50 ","4.08 ","9.33%"
,,,,,"20","随车起重机-公司销量",,,,"*",,,"中国北车","0.12 ","0.25 ","0.39 ","0.50 ","强烈推荐","5.68 ","22.72 ","14.56 ","11.36 ","2.57 ","2.21 ","4.67%"
,,,,,"21","履带起重机-公司销量",,,,"*",,,"中国重工","0.22 ","0.28 ","0.35 ","0.43 ","推荐","10.88 ","38.86 ","31.09 ","25.30 ","3.14 ","3.46 ","7.01%"
,,"注意事项:",,,"22","叉车销量数据",,,,"*",,,"中集集团","0.36 ","0.98 ","1.23 ","1.47 ","推荐","18.83 ","19.21 ","15.31 ","12.81 ","5.46 ","3.45 ","6.59%"
,,"1,本库中所有数据,信息均摘至公开网站,公开信息,以及研究员多年积累,未得到兴业证券研发中心以及研究员许可,不得转载.",,,"23","叉车产量数据",,,,,,,"陕鼓动力","0.44 ","0.56 ","0.69 ","0.78 ","推荐","20.61 ","36.80 ","29.87 ","26.42 ","2.50 ","8.24 ","17.60%"
,,,,,"24","叉车行业产量数据",,,,,,,"杭氧股份","0.76 ","0.80 ","1.00 ","1.20 ","推荐","29.50 ","36.88 ","29.50 ","24.58 ","2.21 ","13.35 ","34.39%"
,,,,,"25","机动工业车辆销量数据",,,,"*",,,"龙溪股份","0.24 ","0.32 ","0.45 ","0.62 ","推荐","12.18 ","38.06 ","27.07 ","19.65 ","2.60 ","4.68 ","9.23%"
,,,,,"26","免责申明",,,,"*",,,"东山精密","0.45 ","0.82 ","1.32 ","1.80 ","推荐","66.40 ","80.98 ","50.30 ","36.89 ","3.60 ","3.17 ","12.50%"
,,"2,由于数据指标较多,请重点阅读"*"章节."
,,"3,本数据库每月月初更新一次",,,,,,,,,,,"研究员近期观点:"
,,"4,研究员对该数据库有最终解释权"
,,"5,请阅读最后一页的免责申明",,,,,,,,,,,"1,9月行业销售情况:挖掘机销售11393台,同比增长43.89%,环比上升32.57%,累计同比增长82.13%.装载机销售17685台,同比增长47.22%,上升下降14.38%,累计同比增长59.12%.推土机销售980台,同比增长20.69%,环比上升27.77%,累计同比增长48.34%.汽车起重机销售2279台,同比下降11.74%,环比下降7.13%,累计同比增长36.49%.履带吊销售141台,同比增长28.18%,环比下降2.76%,累计同比增长61.93%.随车起重机销售527台,同比增长5.19%,环比上升8.66%,累计同比增长38.53%,压路机销售1907台,同比增长4.28%,环比上升3.7%,累计同比增长66.87%."
,,,,,,,,,,,,,"2,短期判断:本轮工程机械反转我们认为经过两个阶段,第一阶段为估值见底回升(触及到历史低点10倍以下PE),第二阶段为三季度业绩持续超预期,以及重点公司的高送配方案刺激.目前来看,行业龙头公司10年的估值都在20倍左右,但月度销售情况依然良好,内部经济依然没有达到短期过热的阶段,我们认为11月行业将以冲高震荡为主,维持"推荐"."

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