里昂发表研报指，近期对三一国际进行实地考察，管理层表示公司在矿用卡车新客户拓展方面取得重大 突破。截至今年1月，三一国际的矿用卡车在手订单增至约30亿元，其中超过一半来自混合动力刚性卡 车及150吨以上电动轮卡车。客户基础亦扩展至非煤炭采矿企业，该行估计今年有色金属订单将占40% 至50%。里昂预测三一国际的经调整净利润将由2024年至2027年增长近四倍，其中海外市场贡献占比将 超50%。里昂将三一国际目标价从13港元上调至16港元，重申"跑赢大市"评级。 ...

据工程机械协会，2026年1月销售挖机1.87万台，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%。 据海关总署数据，2025年10—12月二手机出口台数分别同比增长69%、80%、99%，高速增长，存量设 备出清成效显著，为内需刚性更新提供坚实支撑。 华泰证券研报称，全球铜价持续创历史新高，有望持续拉动海外矿山机械需求，继续看好国产主机龙头 及零部件企业。2026年工程机械有望演绎内外共振上行。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。 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。 工程机械相关产业链港股： 中国龙工(03339)、三一重工（600031）(06031)、三一国际(00631)、中联重科（000157）(01157)、中创 智领（601717）(00564) ...

每经AI快讯，2月9日，工程机械股延续近期涨势。截至发稿，中国龙工(03339.HK)涨5.52%，报3.44港 元；三一重工(06031.HK)涨5.13%，报25.4港元；三一国际(00631.HK)涨4.14%，报14.1港元；中联重科 (01157.HK)涨4.01%，报9.6港元。 （文章来源：每日经济新闻） ...

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。 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。 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（600031） (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（000157）(01157)涨 4.01%，报9.6港元。 ...

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。 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。 ...

Group 1 - As of February 4, 100 stocks reached a 52-week high, with METROPOLIS CAP (08621), Asia Backup (08290), and Wenling Tooling (01379) leading the high rate at 74.55%, 63.89%, and 57.48% respectively [1] - METROPOLIS CAP closed at 0.048 with a peak of 0.096, while Asia Backup closed at 0.032 with a peak of 0.059, and Wenling Tooling closed at 3.400 with a peak of 6.000 [1] - Other notable stocks that reached new highs include Asia Internet Technology (00679) at 46.23% and Asia Pacific Financial Investment (08193) at 25.45% [1] Group 2 - The 52-week low rankings show that Gaodi Co. (01676) had the largest decline at -45.71%, followed by Xixiang Group (02473) at -23.42% and Jianfa Xingsheng (00731) at -21.51% [3] - Gaodi Co. closed at 0.243 with a low of 0.171, while Xixiang Group closed at 2.370 with a low of 2.060, and Jianfa Xingsheng closed at 0.137 with a low of 0.135 [3] - Other significant declines include Huaxia SOL-R (83460) at -14.34% and Huaxia SOL-U (09460) at -13.97% [3]

智通财经APP获悉，工程机械股延续涨势，截至发稿，中联重科(01157)涨5.37%，报9.03港元；中国龙 工(03339)涨3.83%，报3.25港元；三一国际(00631)涨2.38%，报12.03港元；中国重汽(03808)涨2.02%， 报36.44港元。 消息面上，根据海关总署，总体来看，2025年我国工程机械进出口贸易额累计为627.43亿美元，同比增 长13.2%。其中进口金额25.75亿美元，同比下降0.63%；出口金额601.69亿美元，同比增长13.8%。挖掘 机为工程机械主要整机出口产品，挖掘机出口维持较好景气度。 工程机械股延续涨势，截至发稿，中联重科(01157)涨5.37%，报9.03港元；中国龙工(03339)涨3.83%， 报3.25港元；三一国际(00631)涨2.38%，报12.03港元；中国重汽(03808)涨2.02%，报36.44港元。 渤海证券发布研报称，随着开工端重点项目的陆续落地以及大规模设备更新政策利好的延续，工程机械 景气度持续回暖，销量上2025全年挖掘机实现销量23.53万台，同比增长17%，目前国内工程机械龙头 主机厂加速出海趋势明显，我国工程机械产 ...

Group 1 - SF Express (09699) expects a profit of no less than RMB 238 million for the year ending December 31, 2025, representing an increase of at least 80% compared to 2024. Adjusted net profit is projected to be no less than RMB 376 million, a growth of at least 158%, with revenue expected to reach no less than RMB 22 billion, a 40% increase from 2024 [1] - Fuhong Hanlin (02696) shares rose nearly 5% following a successful offline researcher meeting in San Francisco regarding its international multi-center Phase III clinical study for HLX22, a new anti-HER2 monoclonal antibody [1] - Xpeng Motors (09868) saw a decline of over 2.2% as it reported January vehicle deliveries of 20,011 units, a year-on-year decrease of 34.07% and a month-on-month decrease of 46.65% [1] Group 2 - Engineering machinery stocks continued to rise, with Zoomlion (01157) up 7.47% and Sany International (00631) up 3.57%. The total import and export trade of engineering machinery in China for 2025 is projected to be USD 62.743 billion, a year-on-year increase of 13.2% [2] - Ruipu Lanjun (00666) shares increased over 5% after announcing its first profit forecast since listing, expecting a net profit of RMB 630 million to RMB 730 million for the year ending December 31, 2025 [2] - Pony.ai (02026) shares rose over 2.5% following a partnership with Aitbot to build a fully autonomous driving service fleet [2] Group 3 - MINIMAX-WP (00100) shares surged over 12.7% after the release of the MiniMax Music 2.5 audio model, which achieved breakthroughs in "paragraph-level strong control" and "physical-level high fidelity" [3] - China International Marine Containers (02039) shares rose over 12% after discussing its data center business and container manufacturing performance in an investor relations activity [3] Group 4 - WanGuo Gold Group (03939) shares increased over 6.8% after announcing an expected profit of approximately RMB 1.4 billion to RMB 1.5 billion for 2025, a year-on-year increase of about 143% to 161% due to rising sales volume and prices of gold products [4] - Junda Co., Ltd. (02865) shares rose over 13% after completing a placement agreement [4] Group 5 - Carnival Cruise Line (CCL.US) shares rose 8.09% as U.S. House Speaker Mike Johnson expressed confidence in gaining Republican support to end the government shutdown [5] - Major tech stocks like AMD (AMD.US) and Intel (INTC.US) saw gains, with AMD up 4.03% and Intel up 5.04%, following unexpected expansion in U.S. manufacturing activity [5] - The storage sector strengthened, with SanDisk (SNDK.US) up 15.44% as demand for AI and data centers continues to drive price increases in DRAM and NAND Flash products [6] Group 6 - Disney (DIS.US) shares fell 7.4% despite reporting a 5% year-on-year revenue increase to USD 26 billion for Q1 2026, exceeding analyst expectations [7] - Coterra Energy (CTRA.US) shares dropped 3.6% following Devon Energy's announcement of a significant acquisition deal [6] - Oracle (ORCL.US) shares declined 2.75% as the company plans to raise USD 45 billion to USD 50 billion for expanding its cloud infrastructure [8]

工程机械股早盘延续涨势，截至发稿，中联重科（01157）上涨5.83%，报9.07港元；中国龙工 （03339）上涨4.15%，报3.26港元；三一国际（00631）上涨2.72%，报12.07港元；中国重汽（03808） 上涨1.90%，报36.40港元。 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 工程机械股早盘延续涨势，截至发稿，中联重科（01157）上涨5.83%，报9.07港元；中国龙工 （03339）上涨4.15%，报3.26港元；三一国际（00631）上涨2.72%，报12.07港元；中国重汽（03808） 上涨1.90%，报36.40港元。 责任编辑：卢昱君 ...

每经AI快讯，港股工程机械股延续涨势。截至发稿，中联重科(01157.HK)涨5.37%，报9.03港元；中国 龙工(03339.HK)涨3.83%，报3.25港元；三一国际(00631.HK)涨2.38%，报12.03港元；中国重汽 (03808.HK)涨2.02%，报36.44港元。 ...