智通财经APP获悉，工程机械股涨幅居前，截至发稿，三一重工(06031)涨8.68%，报23.78港元；森松国际(02155)涨8.02%，报10.1港元；中国重汽(03808)涨3.47%，报26.26港元；中联重科(01157)涨1.53%，报7.32港元。
消息面上，中国工程机械工业协会根据海关数据整理，2025年9月我国工程机械进出口贸易额为55.05亿美元，同比增长29.1%，其中：进口额2.34亿美元，同比增长18.5%；出口额52.71亿美元，同比增长29.6%。国元证券则表示，当前时点，出口端我们认为无论从供给端还是需求端看国内龙头企业仍具备较强竞争优势。我们看好后续工程机械行业仍将维持稳步增长态势。
浙商证券发布研报称，考虑到工程机械海外市占率提升，国内更新周期逐步启动，以及 2024 年下半年业绩基数较低等因素影响，预计工程机械龙头三季报业绩整体有望实现提速。
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