港股重型机械股拉升上扬，其中，森松国际大涨超9%，三一重工涨2.2%盘中刷新上市新高价，中联重 科、三一国际涨约2%。 本文源自：金融界AI电报 ...

Group 1 - Heavy machinery stocks in Hong Kong have surged, with Senson International rising over 9% and Sany Heavy Industry increasing by 2.2%, reaching a new high during trading [1] - The engineering machinery industry has maintained stable orders in the first half of January 2026, with expectations for a sales peak after the Spring Festival [1] - Leading manufacturers such as XCMG, Sany Heavy Industry, Zoomlion, and LiuGong are prioritizing overseas market capacity expansion as a core task for next year [1] Group 2 - Since 2025, a domestic upcycle in engineering machinery has begun, driven by equipment renewal demand and construction progress, leading to increased excavator sales and continued positive growth in non-excavator products [1] - Analysts suggest that under the backdrop of global loose fiscal and monetary policies, the theme of going overseas is expected to become a popular annual trend, with engineering machinery benefiting significantly from this logic [1] - Currently, leading companies in the sector have an overseas profit contribution ratio of over 70%, and the engineering machinery sector is likely to benefit from potential catalysts such as future interest rate cuts by the Federal Reserve [1]

集团于2026年中金公司金融产品投资框架协议期限内向中金公司集团认购金融产品的建议最高每日余额 为人民币20亿元(或任何等值的外币)，包括约人民币6.96亿元，即集团于公告日期向中金公司集团认购 的金融产品的当前余额。 格隆汇1月22日丨三一国际(00631.HK)宣布，于2026年1月22日，公司与中金公司订立2026年中金公司金 融产品投资框架协议，据此，集团同意自2026年1月22日起至2027年12月31日(包括首尾两日)，向中金 公司集团认购金融产品。 ...

三一国际(00631)发布公告，于2026年1月22日，本公司与中金公司（601995）订立2026年中金公司金融 产品投资框架协议，本集团同意自2026年1月22日起至2027年12月31日(包括首尾两日)，向中金公司集 团认购金融产品。 本集团已就财富管理目的进行金融产品认购以最大限度地利用其盈余资金，从而赚取更优回报。 ...

本集团已就财富管理目的进行金融产品认购以最大限度地利用其盈余资金，从而赚取更优回报。 智通财经APP讯，三一国际(00631)发布公告，于2026年1月22日，本公司与中金公司订立2026年中金公 司金融产品投资框架协议，本集团同意自2026年1月22日起至2027年12月31日(包括首尾两日)，向中金 公司集团认购金融产品。 ...

三一重裝國際控股有限公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部 分內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 SANY HEAVY EQUIPMENT INTERNATIONAL HOLDINGS COMPANY LIMITED 上市規則涵義 （於開曼群島註冊成立之有限公司） （股份代號：631） 由於根據上市規則第14.07條有關2026年中金公司金融產品投資框架協議項下交 易之若干適用百分比率超過5%，惟所有適用百分比率均低於25%，故根據上市 規則第14章，訂立2026年中金公司金融產品投資框架協議將構成本公司之須予披 露交易，因此須遵守上市規則項下之公告規定。 – 1 – 2026年中金公司金融產品投資框架協議 須予披露交易 2026年中金公司金融產品投資 框架協議 2026年中金公司金融產品投資框架協議 董事會宣佈，於2026年1月22日，本公司與中金公司訂立2026年中金公司金融產 品投資框架協議，據此，本集團同意自2026年1月22日起至2027年12月31日（包括 首尾兩 ...

每经AI快讯，三一国际(00631.HK)一度涨超5%，截至发稿涨4.48%，报10.97港元，成交额1.46亿港元。 （文章来源：每日经济新闻） ...

Core Viewpoint - SANY International (00631) has seen a significant stock price increase, attributed to the successful delivery of a hybrid mining water truck to Vale, marking a milestone in their partnership and expansion in the Brazilian market [1] Group 1: Company Developments - SANY Group has successfully delivered its first hybrid mining water truck, SET150S, to global iron ore giant Vale, indicating a new level of cooperation [1] - Since the partnership began in 2021, SANY has provided over 30 pieces of equipment, including excavators and mining trucks, to Vale [1] Group 2: Market Outlook - According to a report from Credit Lyonnais, SANY International is receiving a substantial number of mining equipment orders, with an expected growth in order scale from approximately 5 billion RMB last year to three times that by 2028 [1] - The growth in after-sales service revenue is anticipated to support this increase in orders [1] - The order delivery ratio for SANY's port equipment business has reached a historical high, with order visibility extended to 2027 [1] Group 3: Financial Projections - Credit Lyonnais forecasts that SANY International's adjusted net profit will quadruple from 2024 to 2027, with over 50% of this growth expected to come from international markets [1]

Core Viewpoint - SANY International (00631) has seen a significant stock price increase, rising over 5% and currently trading at HKD 10.97, with a trading volume of HKD 146 million. The company has successfully delivered its first hybrid mining water truck, SET150S, to Vale, a global iron ore giant, marking a key milestone in their collaboration and SANY's sustainable mining solutions in the Brazilian market [1][1][1] Group 1: Company Developments - The partnership between SANY and Vale has progressed since its inception in 2021, with SANY providing over 30 pieces of equipment, including excavators and mining trucks [1][1] - SANY International is receiving a substantial number of mining equipment orders, with an expected growth in order scale from approximately RMB 5 billion last year to three times that by 2028 [1][1][1] - The company's port equipment business has achieved a record high in order delivery rates, with order visibility extending to 2027 [1][1] Group 2: Financial Projections - According to a report from Credit Lyonnais, SANY International's adjusted net profit is projected to quadruple between 2024 and 2027, with over 50% of this growth anticipated to come from international markets [1][1][1]

里昂发表研报指，三一国际持续接获大量矿山设备订单，相比去年约50亿元的规模，预计到2028年订单 规模将增长三倍。售后服务收入的增长也将为此增长提供助力。港口设备业务的订单交付比率已创下历 史新高，订单能见度已延伸至2027年。总体上，里昂预测三一国际经调整净利润在2024年至2027年期间 增长四倍，其中超过50%的增长将来自海外市场；将其目标价从11港元上调至13港元，重申"跑赢大 市"评级。 ...