消息面上，金融16条正式发布，促进房地产市场平稳健康发展。长江证券指出，工程机械下游以基建地产为核心，尤其地产在去年以来拖累明显，若政策驱动地产链投资修复，行业需求低迷状况有望较大提振。其次，短期挖机销量增速转正催化。
此外，11月21日，中联重科在投资者互动平台中表示，公司具有完全自主的折臂起重机研发能力和规模化的生产能力，拥有专门的研发团队和制造基地，新一代系列折臂起重机产品正在研发中，目前25吨折臂起重机已研制完成。“国四”方面，公司土方机械已经提前做好布局，并对国四产品做了满足市场需求预计的库存。国四的实施有利于引导行业设备升级，对老旧设备的更新换起到促进作用。为行业和公司带来设备更新的市场机遇。
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