智通财经APP获悉，三一国际(00631)涨超10%，截至发稿，涨9.76%，报5.96港元，成交额1.01亿港元。
消息面上，据海关数据整理，2025年3月我国工程机械进出口贸易额为51.67亿美元，同比增长7.53%，其中：进口额2.55亿美元，同比下降5.85%；出口额49.12亿美元，同比增长8.33%。根据工程机械工业协会统计，2025年3月挖掘机（含出口）销量29590台，同比增长18.5%。其中国内销量19517台，同比增长28.5%；出口量10073台，同比增长2.87%。
光大证券指出，考虑到宏观经济政策效果显现存在滞后性，当前工程机械仍处于需求底部；后续随着政策的托底效应，设备利用率有望回升，工程机械行业需求有望得到边际修复。中信建投指出，展望来看，2025年公司海外战略规划清晰，对应出海产品竞争力较强，钢性矿卡、伸缩臂叉车等亮点产品有望继续打开市场空间，实现海外业务的快速增长。此外，公司新兴业务板块短期盈利压力较大，远期成长空间充足。
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