汇2月3日。港股重型机械股拉升，其中，中国重汽盘中涨超7%再度刷新历史新高，中联重科涨约7%同 样刷新阶段新高，中国龙工涨近5%，三一国际涨3.3%，森松国际涨近2%。 股票频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 消息上，中国工程机械行业正经历从规模扩张向质量效益提升的关键转型，市场规模持续扩大，技术迭 代加速，国际竞争力显著增强。有分析称，"十四五"重大工程收尾与"十五五"项目开局形成需求接力， 叠加城中村改造、新型城镇化（核心股）建设等政策落地，直接拉动挖掘机、起重机、混凝土机械等核 心产品需求。例如，在西部大开发（核心股）战略下，川藏铁路配套工程、长江上游港口扩建等项目带 动区域工程机械需求激增，智能化设备采购占比显著提升。此外，绿色基建与新能源项目的兴起，进一 步催生风电（核心股）安装机、光伏支架设备等特种工程机械的市场空间。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01157 | 中联重科 | 9.130 | 6.53% | | 00936 | 佳兆业资本 | 0.365 | 5.80% | | 03339 | 中国 ...

| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01157 | 中联重科 | 9.130 | 6.53% | | 00936 | 佳兆业资本 | 0.365 | 5.80% | | 03339 | 中国龙工 | 3.280 | 4.79% | | 00631 | 三一国际 | 12.140 | 3.32% | | 03808 | 中国重汽 | 36.580 | 2.41% | | 02155 | 森松国际 | 10.430 | 1.76% | | 00038 | 第一拖拉机股份 | 8.990 | 0.67% | 港股重型机械股拉升，其中，中国重汽盘中涨超7%再度刷新历史新高，中联重科涨约7%同样刷新阶段 新高，中国龙工涨近5%，三一国际涨3.3%，森松国际涨近2%。 消息上，中国工程机械行业正经历从规模扩张向质量效益提升的关键转型，市场规模持续扩大，技术迭 代加速，国际竞争力显著增强。有分析称，"十四五"重大工程收尾与"十五五"项目开局形成需求接力， 叠加城中村改造、新型城镇化建设等政策落地，直接拉动挖掘机、起重机、混凝土机械等核心产品需 求。例如 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2026年1月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 森松國際控股有限公司 | | | 呈交日期: | 2026年2月2日 | | | I. 法定/註冊股本變動 不適用 | | | | 備註： | | | | 因森松國際控股有限公司("本公司")是於香港註冊成立的公司, "法定股本"之概念不適用於本公司。 | | | FF301 第 1 頁 共 10 頁 v 1.2.0 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 1. 股份分類 普通股 股份類別 不適用 於香港聯交所上市 (註1) 是 證券代號 (如上市) 02155 說明 已發行股份（不包括庫存股份）數目 庫存股份數目 已發行股份總數 上月底結存 1,245,419,000 0 1,245,419,000 增加 / 減少 (-) 0 0 本月底結存 1,245,419,000 0 1,245,419,000 足夠公眾持股量的確認(註4 ...

证券之星消息，1月29日南向资金减持22.0万股森松国际（02155.HK）。近5个交易日中，获南向资金增 持的有4天，累计净增持247.6万股。近20个交易日中，获南向资金增持的有14天，累计净增持1493.24万 股。截至目前，南向资金持有森松国际（02155.HK）2.05亿股，占公司已发行普通股的16.41%。 森松国际控股有限公司是一家主要从事压力设备的制造及提供综合压力设备解决方案的公司。该公司的 主要产品包括传统压力设备及模块化压力设备。传统压力设备包括换热器、容器、反应器和塔器。模块 化压力设备包括工艺模块及橇块和模块化工厂。该公司还提供压力设备设计、验证及维护服务等增值服 务。该公司于中国国内和海外市场开展业务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

香港联交所最新资料显示，1月21日，西松江英减持森松国际(02155)10万股，每股作价11.14港元，总金 额为111.4万港元。减持后最新持股数目为677.7万股，最新持股比例为0.54%。 ...

智通财经APP获悉，香港联交所最新资料显示，1月21日，西松江英减持森松国际(02155)10万股，每股 作价11.14港元，总金额为111.4万港元。减持后最新持股数目为677.7万股，最新持股比例为0.54%。 ...

Group 1 - The heavy machinery stocks in Hong Kong experienced a significant rise, with Senson International increasing by over 9% and Sany Heavy Industry reaching a new high with a 2.2% increase [1] - The engineering machinery industry is expected to maintain stable orders until mid-January 2026, with clear market 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 the coming year [1] Group 2 - Since 2025, the domestic engineering machinery sector has entered an upward cycle, 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 in the context of global loose fiscal and monetary policies, the theme of going overseas is likely to become a popular annual trend, with the engineering machinery sector benefiting significantly from this logic [1] - Currently, leading companies in the engineering machinery sector have an overseas profit contribution ratio of over 70%, and the sector is expected to benefit from potential catalysts such as future interest rate cuts by the Federal Reserve [1]

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]

Group 1 - The core point of the news is that Southbound funds reduced their holdings in Sensong International (02155.HK) by 153,900 shares on January 20, 2026, while there were net increases in holdings on 3 out of the last 5 trading days, totaling 5,319,100 shares [1] - Over the past 20 trading days, Southbound funds increased their holdings on 9 days, with a cumulative net increase of 8,840,800 shares [1] - As of now, Southbound funds hold 200 million shares of Sensong International, accounting for 16.02% of the company's total issued ordinary shares [1] Group 2 - The company, Sensong International Holdings Limited, primarily engages in the manufacturing of pressure equipment and provides comprehensive pressure equipment solutions [2] - Its main products include traditional pressure equipment such as heat exchangers, vessels, reactors, and towers, as well as modular pressure equipment including process modules and skid-mounted units [2] - The company also offers value-added services such as design, validation, and maintenance of pressure equipment, operating in both domestic and overseas markets [2]

Group 1 - The core point of the article highlights the recent trading activity of Southbound funds in relation to Sensong International (02155.HK), indicating a reduction of 1.079 million shares on January 12, while there was a net increase of 4.259 million shares over the last five trading days [1] - Over the past 20 trading days, Southbound funds have reduced their holdings on 12 occasions, resulting in a total net reduction of 2.2172 million shares [1] - As of now, Southbound funds hold 193 million shares of Sensong International, which represents 15.46% of the company's total issued ordinary shares [1] Group 2 - Sensong International Holdings Limited primarily engages in the manufacturing of pressure equipment and provides comprehensive pressure equipment solutions [1] - The company's main products include traditional pressure equipment such as heat exchangers, vessels, reactors, and towers, as well as modular pressure equipment including process modules and skid-mounted units [1] - Additionally, the company offers value-added services such as design, validation, and maintenance of pressure equipment, operating in both domestic and overseas markets [1]