据中国工程机械工业协会统计： 2026年2月工程机械主要产品月平均工作时长为55小时，同比增长18.6%，环比下降24.1%。 其中：挖掘机48.2小时；装载机69.9小时；汽车起重机66.8小时；履带起重机105小时；塔式起重机20小时；压路机23.1小时；摊铺机37.9小时；旋挖钻机 50.2小时；非公路矿用自卸车76.5小时；混凝土泵车21.9小时；混凝土搅拌车22.2小时；叉车82.1小时。 | 产品名称 | 月平均工作时长(小时) | 月开工率 | | --- | --- | --- | | 挖掘机 | 48.2 | 36.5% | | 装载机 | 69.9 | 38.7% | | 汽车起重机 | 66.8 | 43.1% | | 履带起重机 | 105 | 30.4% | | 塔式起重机 | 20 | 11.3% | | 压路机 | 23.1 | 21.4% | | 摊铺机 | 37.9 | 29.8% | | 旋挖钻机 | 50.2 | 16.4% | | 非公路矿用自卸车 | 76.5 | 31.3% | | 混凝土泵车 | 21.9 | 11.9% | | 混凝土搅拌车 | 22.2 | 1 ...

当地时间3月3日，2026年美国拉斯维加斯工程机械展（CONEXPO-CON/AGG 2026）盛大 开幕。中联重科携工程起重机械、混凝土机械、土方机械、矿山机械、建筑起重机械等高端 设备及数字化解决方案亮相。开展首日，便实现产品交付及多类产品合作签约。 土方机械携覆盖大、中、小型的产品以满足各类客户的不同需求，既展出了可灵活机动作业 于市政建设及狭窄空间的ZE55GU和ZE145GU微、小型挖掘机，也带来了公司G系列大型挖 掘机的代表作——ZE500G挖掘机。该产品专为北美大型矿山和土石方工程打造，搭载了400 马力的强劲动力系统 配备空间宽敞 空调强劲的驾驶室 智能散热系统可根据油温自动调 马力的强劲动力系统，配备空间宽敞、空调强劲的驾驶室，智能散热系统可根据油温自动调 节风扇转速，并标配风扇反转功能，极大方便了多粉尘环境下的清理维护，真正做到了"省 心、省力、省油"。 ▲ 客户观摩中联重科土方机械产品 采用"美漫"涂装、搭载北美专用底盘的混凝土泵车同样吸睛无数。泵车最大垂直臂展达151英 尺，最大理论排量180立方米/小时，臂架最后两节采用碳纤维技术，实现25%减重并增加有 效载荷，持续展现出中联重科在 ...

3月3日，在美国拉斯维加斯，柳工携13款设备亮相美国国际工程机械展（CONEXPO- CON/AGG 2026)，面向城市建设、采石、矿山及大型基础设施项目提供全面解决方案。 柳工股份党委副书记、副董事长、总裁罗国兵，副总裁黄旭、朱斌强、李东春，工会主席李 于宁等出席本次展会。 CONEXPO 2026 3日上午，中国机械工业联合会会长徐念沙、中国机械工业联合会执行副会长罗俊杰、中国工程机 械工业协会会长苏子孟、中国贸促会机械行业分会会长周卫东到访柳工展位，与柳工高层领导进行 交流。 CONEXPO 2026 绿色电动解决方案 本次重点展出的922FE挖掘机、870HE和820TE装载机等电动设备，展现了柳工在美洲市场不 断完善的电动化产品体系。通过减少部分易损件、油液与滤芯并简化保养流程，这些设备可降低超 过40%的运营成本。低噪音运行与即时扭矩输出，使其适用于城市施工、拆除作业及对排放要求严 格的工程项目。目前，柳工电动设备已在全球60多个国家投入应用，累计销量超过6万台。 CONEXPO 2026 高负荷作业燃油动力 面向采石、矿山及大型基础设施建设等高强度工况，柳工展出了952F挖掘机和856T装载机 ...

以下文章来源于徐工集团XCMG ，作者助您成功的 徐工集团XCMG . 徐工官方新闻发布平台 当地时间3月3日 徐工集团携系列化、成套化方案 亮相这一"全球顶级竞技场" 01 不止于参展，是全场景覆盖 CONEXPO-CON/AGG 近 2500 平方米的徐工展区，围绕土方、起重、高空作业、矿山等核心场景， 集中呈现 35 款深度适配北美市场的明星产品阵容。 北京时间3月4日 CONEXPO-CON/AGG 2026 拉斯维加斯工程机械展 将正式开幕！ 这种适配，是深入北美工况、规范与商业模式的深刻理解，实现了从土方到矿山全场景、全价值 链的覆盖能力。 02 北美适配，沉浸式体验 CONEXPO-CON/AGG 让 " 看得见 " 的数据，流动起来 ——徐工将现场展现智能化技术落地成果，为北美客户带来可感 知、可量化的效能提升。 特别打造快换机具表演体验区 ——滑移装载机将现场快速切换4种属具，挖掘机全面展示 "松、 挖、抓、耙、清"5大工序的成套化属具作业方案， 适配北美工况直观呈现徐工设备的多功能性。 03 本土化发展，共绘未来 CONEXPO-CON/AGG 深耕本地化发展，徐工搭建的是 —— 与全球客 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **engineering machinery industry** and its outlook for **2026**. The industry is expected to experience a mild recovery, with significant potential for growth driven by various factors, including seasonal demand and policy support [1][4]. Core Insights and Arguments - **Demand Surge in 2026**: The traditional peak season for engineering machinery in China (March-April) is likely to exceed expectations due to higher market share aspirations from manufacturers and diversified sales strategies [1][2]. - **Improvement in Payment Collection**: Since August 2024, payment collection has improved from a range of 30%-40% to nearly 50%, indicating a shift from a critical balance state to a more sustainable one [3]. - **Sales Growth Projections**: The domestic sales growth for engineering machinery in 2026 is projected to be between **5%-10%** under baseline conditions, with potential increases to **10%-20%** if unconventional sales methods like "turning to export" and operating leases are considered [4][5]. - **Export Performance**: The unexpected export growth in 2025 was primarily driven by demand from regions such as Africa, the Middle East, and Indonesia, particularly for large excavators, which have significantly higher profit margins compared to other products [6][7]. Additional Important Content - **Risks and Challenges**: Key risks include exchange rate fluctuations and the impact of Russia's scrappage tax on short-term export volatility [9][10]. - **Cost Structure and Material Prices**: The impact of rising raw material prices on manufacturers is manageable, as direct materials constitute a relatively low percentage of total costs, and the ability to pass on costs is limited [11]. - **Valuation Trends**: Leading manufacturers are currently valued at around **20 times earnings**, with potential for further upward adjustment due to improved asset quality and shareholder returns [12][13]. - **Stock Selection Recommendations**: The focus for stock selection includes major manufacturers such as SANY, Zoomlion, XCMG, LiuGong, and Shantui, as well as component suppliers like Hengli Hydraulic [14]. This summary encapsulates the essential insights and projections regarding the engineering machinery industry, highlighting both opportunities and risks as the sector approaches 2026.

挖掘机是基础设施建设的"标配"，是反映基础设施建设、观察固定资产投资等经济变化的风向标。央视 财经打造的"央视财经挖掘机指数"今天发布了最新相关数据。2026年1月，受春节返乡影响，全国各项基建 项目逐渐放缓。但部分地区和多类机械设备依然逆势上涨。港口设备表现尤为突出，开工率环比、同比均有一 定增长。 1月工程机械开工率公布！ TOP10省份名单来了 1月份，全国工程机械平均开工率为37.15%，可统计样本工作量（以下简称：工作量）同比增长率为0. 71%。 1月份综合开工率排名前十的省份分别是：海南、江西、浙江、安徽、福建、广东、云南、湖北、河南和 四川。受春节前南北方气温差异及人员返乡的季节性因素影响，南方开工率显著高于北方，前十席位中南方省 份占据绝大多数。 1月港口设备工作量大涨 外贸需求展现强劲韧性 1月份，全国港口设备开工率为33.85%，同比上涨2.97个百分点，环比上涨0.68个百分点。工作量同比 增长率为21.94%，环比增长率为0.28%。1月本受节前停工、人员返乡等季节性因素影响，港口需求易回 落，但此次亮眼表现，说明季节性压制已被旺盛外贸需求对冲，既印证海外订单备货、跨境电商出海等需求 ...

Core Viewpoint - Zoomlion Heavy Industry's recent "Opening Red" event showcased significant growth in sales, with over 15,000 units shipped, totaling approximately 8.5 billion yuan, indicating the company's accelerated expansion in both domestic and international markets [2][3] Group 1: Sales Performance - In the 2026 "Opening Red" event, Zoomlion Heavy Industry shipped over 15,000 units, amounting to around 8.5 billion yuan, a substantial increase from over 10,000 units and 5.7 billion yuan in 2025 [3] - The company's crane segment alone saw over 1,500 units shipped, generating more than 2.4 billion yuan, including the delivery of the world's largest 4,000-ton all-terrain crane [3][4] - The event also featured over 2,400 units of concrete machinery, valued at approximately 1.7 billion yuan, with products destined for both domestic projects and international markets, including Germany, Australia, and the UAE [3][4] Group 2: Market Expansion - The "Opening Red" event highlighted a strong focus on high-end engineering machinery, particularly in the mining sector, with a total of over 3,700 units of earth-moving and mining machinery shipped, valued at around 2.3 billion yuan [4] - The high-altitude operation machinery segment included over 4,000 units, featuring the world's highest 82-meter straight-arm aerial work platform, targeting key domestic regions and over 40 countries globally [4] - More than 80% of the orders during the event were from overseas clients, with customers from over 40 countries, including Italy, Hungary, the USA, and Australia [4] Group 3: Industry Trends - The engineering machinery industry in China is showing signs of recovery, with excavator sales in January 2026 reaching 18,708 units, a year-on-year increase of 49.5% [5] - Domestic excavator sales grew by 61.39%, while exports increased by 40.5%, accounting for 53.37% of total sales [5] - The recovery trend is expected to extend beyond excavators to include concrete machinery and cranes, with overseas business likely becoming a key growth driver for the industry in the medium to long term [5]

Core Insights - Zoomlion Heavy Industry Science and Technology Co., Ltd. (Zoomlion) has consolidated its operations by relocating various bases in Changsha to a new smart industrial city, indicating a strategic move to enhance efficiency and productivity [1] - The company reported a significant increase in sales during the 2026 "Opening Red" event, with over 15,000 units delivered, amounting to approximately 8.5 billion yuan, showcasing its robust market expansion efforts [2][5] Sales Performance - In the 2025 "Opening Red" event, Zoomlion delivered over 10,000 units with a total value of around 5.7 billion yuan, highlighting a substantial growth in 2026 with both sales volume and revenue increasing significantly [2] - The engineering hoisting machinery segment alone saw over 1,500 units delivered, generating more than 2.4 billion yuan, including the shipment of the world's largest 4,000-ton all-terrain crane [2][4] Product Diversification - Zoomlion's concrete machinery segment delivered over 2,400 units valued at approximately 1.7 billion yuan, with products being dispatched to both domestic and international markets, including Germany, Australia, and the UAE [4] - The company is also focusing on high-end mining machinery, with a "digging and carting" combination of excavators and electric mining trucks valued at around 2.3 billion yuan, totaling over 3,700 units shipped globally [4] Market Expansion - The "Opening Red" event saw over 80% of orders coming from international clients across more than 40 countries, indicating a strong global market presence [5] - The Chinese engineering machinery industry is showing signs of recovery, with excavator sales in January 2026 reaching 18,708 units, a year-on-year increase of 49.5%, reflecting a broader recovery trend across various machinery segments [5]

Group 1: Mining Machinery Strategy - The company offers a comprehensive range of mining machinery products, including two-bridge mining trucks, excavators, electric shovels, and wide-body dump trucks, positioning itself as a leading player in the global market [1] - The mining machinery sector is expected to exceed 40 billion by 2030, driven by stable growth in global mineral resource development and increasing demand for equipment upgrades [1] Group 2: Competitive Advantages in New Energy Mining Machinery - The company leverages its core components in "three electrics" to enhance the competitiveness of new energy mining machinery, with a focus on optimizing products based on application scenarios [2] Group 3: Domestic Market Outlook for 2026 - The domestic engineering machinery market is showing positive signs, particularly in earth-moving machinery, which has seen a return to positive sales for several months [2] - The company anticipates continued recovery in the domestic market in 2026, supported by government strategies, urbanization, and significant project implementations [2] Group 4: Gross Margin Improvement Plans - The company achieved a 0.7 percentage point increase in gross margin in the first half of 2025 and plans to continue this upward trend through price stabilization, cost reduction, and structural adjustments [2] Group 5: Overseas Market Expansion - The company has a robust global presence, with a marketing network covering over 190 countries, and expects continued growth in export revenue [2] - The overseas market for domestic brands is characterized by growth potential, with increasing demand and improved product quality enhancing competitiveness [2]

据 中国工程机械工业协会对挖掘机主要制造企业统计，2026年1月销 售各类挖掘机18708台，同比增长49.5%。 | | | 2026年1月 中国挖掘机市场概况 | | | --- | --- | --- | --- | | | 国内 | 대 ロ | 合计 | | 当期销量 | 8,723 | 9.985 | 18,708 | | 去年同期 | 5.405 | 7.107 | 12,512 | | 同比涨幅 | 61.4% | 40.5% | 49.5% | | 累计销量 | 8,723 | 9.985 | 18,708 | | 去年同期 | 5.405 | 7.107 | 12,512 | | 同比涨幅 | 61.4% | | 40.5% 公众号·工程9.5%杂志 | 挖掘机 其中：国内销量8723台（含电动挖掘机24台），同比增长61.4%；出口量 9985台（含电动挖掘机11台），同比增长40.5%。 装载机 据中国工程机械工业协会对装载机主要制造企业统计，2026年1月 销售各类装载机11759台，同比增长48.5%。 | | | 2026年1月 中国装载机市场概况 | | | --- | --- ...