智通财经APP获悉，重型机械股普涨，截至发稿，森松国际(02155)涨2.3%，报6.22港元；中联重科(01157)涨0.17%，报5.74港元；三一国际(00631)涨0.17%，报5.77港元；中国重汽(03339)涨1.38%，报19.1港元；一拖股份(00038)涨2.23%，报6.42港元。
消息面上，今年一季度工程机械行业景气度持续走高，挖掘机国内销量同比增近四成，出口量稳居高位。据中国工程机械工业协会统计，2025年一季度，挖掘机主要制造企业共销售挖掘机61372台，同比增长22.8%；其中国内销量36562台，同比增长38.3%；出口24810台，同比增长5.49%。
另外，据央视财经与三一重工、树根互联联合打造的“挖掘机指数”，今年一季度，全国工程机械平均开工率为44.67%，较去年同期增幅为1.62%，12个省份平均开工率超过50%。三一重工预计，2025年，国内工程机械市场持续向好，基建投资、新城镇化、矿山、水利工程等需求将进一步复苏，叠加超长期特别国债等政策的持续落地，市场有望加速回暖。
值得一提的是，近期，国内多地重大工程项目建设加快推进。业内人士表示，随着项目建设加快推进、资金支持力度加大，二季度基建投资有望继续在稳住经济大盘、推动经济实现质的有效提升和量的合理增长方面发挥积极作用。华创证券此前指出，在国际贸易摩擦逐步升级背景下，看好后续国内政策端持续发力提振内需，工程机械板块有望充分受益。
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