10月30日，三一重工（06031.HK）股价盘中大涨5.02%，引发市场关注。分析人士认为，此次涨势与工程机械行业整体复苏以及公司自身优势密切相关。
根据中原证券最新发布的机械行业月报，2025年开年以来工程机械主要产品销量大幅增长，延续了2024年以来行业复苏的良好趋势。报告指出，经历了长期大幅度的调整后，工程机械行业底部已经确立，设备更新需求叠加逆周期调控政策正在促进行业需求回升。此外，近年来工程机械产品出口竞争力持续提高，全球化进程加速，出口占比不断提升。
三一重工作为行业龙头，正充分受益于这一趋势。中原证券特别提到，三一重工2024年报显示其海外收入占比已达到63.98%，彰显了公司强劲的国际市场拓展能力。分析师预计，随着国内政策持续催化、设备周期到来叠加海外市场持续拓展，三一重工等工程机械龙头企业业绩有望持续改善。该券商重点推荐三一重工，看好其作为工程机械主机龙头的投资价值。
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