港股重型机械股部分拉升上涨，其中，三一重工涨超7%，森松国际涨超4%，第一拖拉机股份涨3.5%，中国龙工飘红。 消息上，根据中国工程机械工业协会发布的最新数据，工程机械行业延续高景气度，挖掘机与装载机6月销量均实现超预期增长，内外需共振支撑行业持续复苏。自年初以来，三一重工、徐工机械、中联重科等头部企业相继发布产品调价通知。 浙商证券认为，三一重工正处于“国内海外共振向上”的新时代——国内方面，大规模设备更新政策、超长期特别国债及地方化债资金逐步落地，基建、矿山及水利工程需求将陆续释放；海外方面，2026年1-6月工程机械出口金额280亿美元，同比增长9%。
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