节点:下游(终端消费/应用)位置:下游情绪:利空参考度:10/10


United Tractors (UNTR)公司作为Astra集团旗下企业,设定2026年重型机械销售目标为4300-4500台。该公司分析行业面临的挑战与机遇,公司秘书Ari Setiyawan指出,政府削减2026年矿业工作计划和预算(RKAB)的举措是关键挑战,预计矿业商品(尤其是煤炭)生产指标降低,将直接影响采矿用大型机械的销售前景,可能导致整体销量下滑。Ari预计UNTR今年大型机械销量将降至900-950台,较去年1050-1100台的销量水平有所下降。尽管采矿业面临销量压力,Ari仍强调采矿业仍是UNTR重型机械业务的主要市场,预计2026年该领域采购需求将以..

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