上(shang)(shang)周，下游地产(chan)，销售环比上(shang)(shang)调，整体维持(chi)(chi)弱(ruo)平衡。土地市场供应面积收缩(suo)，挂牌价持(chi)(chi)续(xu)(xu)抬升。中游工(gong)程机械景(jing)气度持(chi)(chi)续(xu)(xu)，4月开工(gong)旺季带(dai)动挖(wa)机产(chan)销两旺，换(huan)代需(xu)求加(jia)速存量设备出(chu)清。受益国内外建筑工(gong)程需(xu)求改善，继(ji)续(xu)(xu)看好中游工(gong)程机械。

行(xing)业(ye)景气(qi)仍(reng)在延(yan)续。行(xing)业(ye)景气(qi)仍(reng)在延(yan)续。从(cong)历(li)史(shi)数据看，每(mei)年3月(yue)至5月(yue)属于开工旺季，下(xia)游工程量需(xu)求旺盛带(dai)动(dong)挖机销售景气(qi)。此(ci)外，目(mu)前(qian)挖掘机保有量增速趋于0，存量设备加速出清(qing)，更(geng)新换代(dai)的需(xu)求将逐步释放。

挖掘机：4月(yue)(yue)(yue)(yue)挖掘(jue)(jue)机(ji)(ji)产量(liang)累(lei)计(ji)同(tong)(tong)比增(zeng)(zeng)速(su)(su)高达73.50%，挖掘(jue)(jue)机(ji)(ji)生产企业合计(ji)销(xiao)售挖掘(jue)(jue)机(ji)(ji)14397台，同(tong)(tong)比增(zeng)(zeng)速(su)(su)达到101.10%，已连续9个月(yue)(yue)(yue)(yue)实现40%以(yi)上(shang)的同(tong)(tong)比高增(zeng)(zeng)长。推(tui)土机(ji)(ji)：4月(yue)(yue)(yue)(yue)推(tui)土机(ji)(ji)销(xiao)量(liang)为685台，当月(yue)(yue)(yue)(yue)同(tong)(tong)比增(zeng)(zeng)速(su)(su)为88.19%；起(qi)重机(ji)(ji)：4月(yue)(yue)(yue)(yue)起(qi)重机(ji)(ji)销(xiao)量(liang)为1833台，当月(yue)(yue)(yue)(yue)同(tong)(tong)比增(zeng)(zeng)速(su)(su)为86.09%；装载机(ji)(ji)：4月(yue)(yue)(yue)(yue)装载机(ji)(ji)销(xiao)量(liang)为8435台，当月(yue)(yue)(yue)(yue)同(tong)(tong)比增(zeng)(zeng)速(su)(su)为69.48%；

建筑：4月中国建(jian)筑业新(xin)开(kai)工累计面积环(huan)比(bi)(bi)增(zeng)(zeng)速43.98%，达到9903万平(ping)方米，同(tong)比(bi)(bi)增(zeng)(zeng)速达到17.78%，新(xin)签合(he)同(tong)累计额环(huan)比(bi)(bi)增(zeng)(zeng)速14.86%至5850亿元，同(tong)比(bi)(bi)增(zeng)(zeng)速18.78%。