智通财经APP获悉，中联重科(01157)午后涨超5%，高见8.09港元，创近四年半新高。截至发稿，涨4.55%，报8.04港元，成交额7680.19万港元。
消息面上，据中国工程机械工业协会，2025年11月销售各类挖掘机20027台，同比增长13.9%。其中国内销量9842台，同比增长9.1%；出口量10185台，同比增长18.8%。
财信证券发布研报称，2025年挖掘机行业内外需同步增长，复苏态势稳固。国内方面，国家级超级工程持续推进释放规模化、高端化需求，设备更新周期为内需提供支撑；海外方面，欧美基建与建筑市场复苏，非洲矿业及基建需求旺盛，国产设备凭借竞争优势加速海外渗透。短期开工指标环比改善，长期增长逻辑清晰，行业盈利质量有望提升。综合基本面积极变化与长期增长潜力，维持行业“领先大市”评级。
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