三一国际（00631）今日盘中大涨5.16%，领涨港股重型机械板块。同时，其他重型机械股也普遍走强，中联重科涨超5%，中国龙工涨1.5%，森松国际和中国重汽亦有不同程度上涨。
此轮上涨主要受到挖掘机销量数据超预期的提振。根据CME预测，2025年3月挖掘机销量预计达28500台，同比增长14%。其中，国内市场销量预计为18500台，同比增长22%；出口市场预计为10000台，同比增长2%。这一数据显示国内外需求正在边际回暖，开启共振行情。
展望全年，行业前景看好。东吴证券研究判断，水利投资高增速将支撑小型挖掘机需求，房地产市场企稳和基础设施建设发力将带动中型挖掘机需求，而稳定的矿山需求则将支撑大型挖掘机销量。加上存量设备更新替换的需求，全年挖掘机内销市场值得期待。这些因素共同推动了投资者对重型机械行业的信心，进而带动相关股票价格上涨。
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