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6.68%，报21.24港元；中联重科(01157)涨5.97%，报8.16港元；中国龙工(03339)涨5.24%，报2.81港元。
消息方面，据中国工程机械工业协会对挖掘机主要制造企业统计，2026年5月销售各类挖掘机24794台，同比增长36.2%。其中：国内销量11628台，同比增长38.6%；出口13166台，同比增长34.2%。2026年1-5月，共销售挖掘机126875台，同比增长24.7%。
东方证券认为，5月挖机销量增速超预期，出口继续保持高速增长，出口持续高景气。该行认为中国工程机械企业出海的竞争力持续加强，反映了国内制造和运营的高效率，而汇率的影响因素小。此外，近期产品价格逐渐提升，该行认为也有利于长期盈利能力的改善。该行表示继续看好工程机械出海的投资机会。
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