浙矿股份股价震荡下行,行业政策利好或提振需求

Group 1 - The stock price of Zhejiang Mining Co., Ltd. (300837) has shown a downward trend over the past seven trading days, with a latest price of 43.16 yuan on February 12, down 3.36% from 44.66 yuan on February 5 [1] - On February 11, the net outflow of main funds was 221,800 yuan, with a transaction amount of 1.51 billion yuan and a turnover rate of 4.56%. The stock price slightly increased by 0.42% on that day, but experienced a significant drop of 5.24% on February 10 [1] - Technical indicators show that the current stock price is below the 20-day moving average, and the KDJ indicator is in the oversold zone, indicating significant short-term pressure [1] Group 2 - The engineering machinery industry is experiencing favorable policies and demand, with domestic excavator sales in January increasing by 61.39% year-on-year and the issuance of new special bonds rising by 79.54% year-on-year [1] - Policies have explicitly included "remanufacturing of old engineering machinery" in the support scope, which is expected to indirectly boost the demand for mining equipment [1] - The company's long-term plan to acquire a lead-silver mine in Kazakhstan may serve as a potential catalyst, although attention should be paid to subsequent developments [1]