智通财经APP获悉，三一国际(00631)午前涨超5%，截至发稿，涨4.97%，报5.49港元，成交额5495.6万港元。
太平洋证券发布研报称，挖机海关出口继续同比高增，看好对主机厂利润端带来积极影响。海关出口口径，今年1-2月挖掘机出口销售额为100.80亿元，同比增长28.72%，继续延续去年Q4以来的高增速。根据2024半年报，工程机械五大主机厂三一、徐工、柳工、中联、山推国外毛利润占比分别为66.77%、47.06%、59.70%、55.73%、72.99%，目前海外对主机厂利润贡献很大，预计随着出口同比继续向上，这一比例有望继续提升。
华福证券指出，3月份中国工程机械市场指数即CMI为128.56，同比增长18.28%，环比增长20.51%。工程机械行业在政策利好与市场需求双重驱动下，正步入新一轮上行周期。挖机2月内需持续复苏，出口同比持续为正，行业有望迎来内外需共振。长期来看，国内需求改善，出海延续是行业的主要成长逻辑。
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