智通财经APP获悉，工程机械股集体走低，截至发稿，中国重汽(03808)跌4.57%，报38港元；三一国际(00631)跌3.1%，报6.56港元；三一重工(06031)跌2.94%，报18.46港元；中联重科(01157)跌2.29%，报6.82港元。
消息面上，7月1日起，三一重工、徐工机械旗下的轮式、履带起重机等不同机型产品的价格均上调2%至5%。长沙市工程机械行业协会秘书长袁振表示，在头部公司带头涨价的趋势下，工程机械企业之间的价格战“内卷”的情况或许能够暂时缓和，但难以从本质上缓解。
中泰证券表示，非理性的价格竞争得到缓解，有利于全产业链盈利能力的修复。一季度行业利润普遍受到人民币升值带来的汇兑损失影响，名义利润增速大幅低于实际经营利润增速。西南证券则指出，行业竞争格局从价格内卷向利润修复切换加速；叠加26Q3汇兑压力有望边际减轻，龙头业绩弹性有望释放。
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