港股重型机械股拉升， 森松国际 大涨超9%， 三一重工 涨2%创新高， 中联重科 涨超1%。
消息上，2026年1月前半个月，工程机械行业订单保持平稳，市场对春节后迎来销售旺季存在明确预期。同时，徐工机械、三一重工、中联重科、柳工等头部厂商，均将加速海外市场产能布局作为明年的核心任务。自2025年以来，国内工程机械上行周期已开启，设备更新需求叠加施工推进，挖机销量上升，并将逐步带动非挖产品延续去年势头，继续保持正增长。
有分析指出，在全球宽财政、宽货币的背景下，出海主题有望再度成为年度热门主线之一，工程机械深度受益于出海逻辑，当前龙头公司海外利润贡献占比普遍在70%以上，工程机械有望受益于后续美联储降息等事件催化。
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