智通财经APP获悉，工程机械股延续近期涨势，截至发稿，中国龙工(03339)涨5.52%，报3.44港元；三一重工(06031)涨5.13%，报25.4港元；三一国际(00631)涨4.14%，报14.1港元；中联重科(01157)涨4.01%，报9.6港元。
消息面上，根据中国工程机械工业协会，2026年1月销售各类挖掘机18708台，同比增长49.5%。其中国内销量8723台，同比增长61.4%；出口量9985台，同比增长40.5%，土方内外销超预期。国泰海通证券发布研报称，本轮工程机械景气周期中海外表现亮眼，国内企业持续深耕、发力于东南亚、欧洲、南美等市场，看好行业业绩增长。
华泰证券则表示，2026年工程机械有望演绎内外共振上行。雅鲁藏布江下游水电工程等重点基建项目的陆续落地开工、地产的潜在复苏有望为内需提供支撑，同时全球金属价格持续上涨有望充分拉动海外矿山机械需求，看好国产工程机械主机厂全球市占率的提升。
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