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中金:关注美国工程机械租赁需求提升
Sou Hu Cai Jing· 2025-09-19 00:43
来源:格隆汇APP 格隆汇9月19日|中金研报称,美国工程机械租赁行业受益于大美丽法案、制造业回流和美联储潜在降 息,且受关税直接影响较小。我们预计美联储降息和大美丽法案将刺激美国整体建设需求,带动工程机 械制造和工程机械租赁业务增长。年初至今,美国领先的工程机械租赁提供商联合租赁股价表现跑赢标 普500指数,与工程机械制造商相比,租赁提供商的上游供应商和下游客户均以美国国内为主,受到关 税的直接负面影响较小,同时受益于美国制造业回流趋势和住宅回暖周期。 ...
建设机械: 建设机械2025年半年度业绩预亏公告
Zheng Quan Zhi Xing· 2025-07-11 10:11
Group 1 - The company's net profit is approximately -447 million yuan [1] - The performance forecast period is not specified, and the forecast has not been audited by a registered accountant [1] - The previous year's net profit attributable to shareholders was -421.12 million yuan, with a loss per share of -0.3350 yuan [1] Group 2 - The main reasons for the current performance loss include reduced project commencement rates and low equipment utilization and rental prices [1] - Non-operating income and expenses did not have a significant impact on the current performance [1] - Accounting treatment did not significantly affect the current performance [1]