6月24日，港股重型机械股走低，其中，三一国际一度跌超7%，中国重汽跌5%，中联重科、森松国际跌2.2%，中国龙工跌超1%。
消息上，今日重型机械板块走低，主要受以下因素压制：盈利端压力，龙头公司一季度财报暴露了“增收不增利”的问题。以三一国际为例，一季度营收同比增长13.2%，但归母净利润同比下降19.8%，主要由于利润率较低的物流装备业务占比提升，以及上游原材料价格上涨挤压了利润空间。结构性分化，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。
值得注意的是，招银国际在近期研报中指出，5月挖掘机销量同比增长36%，行业数据强劲，认为板块回调提供买入机会，给予三一国际、中联重科等“买入”评级。
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