港股重型机械股持续走低，其中，三一国际大跌超7%，股价创年内新低，森松国际、第一拖拉机股份跌超3%，中国龙工跌2.7%，中联重科跌2.4%，中国重汽跌1.9%。 消息上，港股重型机械股今日延续弱势，主要原因是龙头公司一季度财报暴露了“增收不增利”的压力，加上板块资金面持续流出，导致股价承压。与此同时，行业基本面其实存在出口高增和涨价潮等积极信号，但这种结构性的分化让市场短期选择了更为谨慎的态度。 日前，龙头公司三一国际财报引发的担忧，公司一季度营收同比增长13.2%，但归母净利润同比却下降了19.8%。财报显示，这主要是由于利润率较低的物流装备业务占比提升，以及硅片等上游原材料价格上涨，挤压了公司的利润空间。
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