Zhi Tong Cai Jing·2026-02-10 01:14Core Insights - The sales of excavators in January 2026 are projected to reach 18,700 units, representing a year-on-year increase of 49.5% [1] - Domestic sales are expected to be 8,723 units, up 61.4% year-on-year, while exports are anticipated to be 9,985 units, reflecting a 40.5% increase [1] - The export volume of used machinery from October to December 2025 has shown significant growth, with increases of 69%, 80%, and 99% respectively, indicating effective clearance of existing equipment [1] Industry Outlook - According to Huatai Securities, the continuous rise in global copper prices is likely to boost demand for overseas mining machinery, supporting the growth of domestic leading manufacturers and component companies [1] - The engineering machinery sector is expected to experience a dual upward trend driven by both domestic and international factors, with key infrastructure projects and a potential recovery in real estate providing support for domestic demand [1] - Guotai Junan Securities highlights the strong performance of overseas markets during the current engineering machinery boom, with domestic companies focusing on Southeast Asia, Europe, and South America, indicating positive industry growth prospects [1] Related Companies - Key companies in the engineering machinery sector include China Longgong (03339), Sany Heavy Industry (600031), Sany International (00631), Zoomlion Heavy Industry (000157), and Zhongchuang Zhiling (601717) [2]