金吾财讯 | 重型机械股悉数走强，截至发稿，中联重科(01157)涨6.53%，佳兆业资本(00936)涨5.80%，中国龙工(03339)涨4.79%，三一国际(00631)涨3.06%，中国重汽(03808)涨2.07%。消息面上，浙商证券发研报指，挖掘机国内更新周期逐步启动：国内挖机周期筑底向上主要受益于农林、市政需求驱动小微挖需求增长，我国主机厂在矿山机械领域持续突破及水利需求带来的大挖及超大挖需求，国内更新需求逐步启动，以及二手机出口等因素影响。2015年为挖掘机上轮周期底部，按照8-10年更新周期，预计2026年挖掘机更新周期有望步入上行通道。2025年挖掘机总销量235257台，同比增长17%，其中国内销量118518台，同比增长18%；出口销量116739台，同比增长16%。
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