金吾财讯 | 重型机械股集体走低，中国重汽(03808)跌4.81%，三一国际(00631)跌3.66%，人和科技(08140)跌3.10%，森松国际(02155)跌2.42%，铁建装备(01786)跌1.16%，第一拖拉机股份(00038)跌0.83%，中联重科(01157)跌0.67%，中国龙工(03339)跌0.30%。西南证券表示，2026年3月，工程机械景气度延续抬升，“更新周期+外需拉动”仍是主线。3月挖机销量同比增长26%（内销同比增长23%、外销同比增长32%），带动一季度销量累计同比增长19%，出口累计同比增长36%，内销累计同比增长8%。建议继续关注“高份额、出海强、利润有韧性”的龙头主机厂与核心零部件，重点把握“开复工+排产兑现”的订单与业绩催化窗口。
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