金吾财讯 | 重型机械股普涨，截至发稿，中国重汽（03808）涨2.75%，森松国际（02155）涨2.62%，中国龙工（03339）涨1.86%，第一拖拉机股份（00038）涨0.87%，中联重科（01157）涨0.75%。消息面上，太平洋证券研究指，7月挖机海关出口销售数据同比实现小幅增长，下游各主要区域表现有所分化，但整体景气度继续保持向上，该机构认为随着海外景气度延续，同时随着国产品牌进一步对海外各区域市场的深耕，出口有望继续取得不错表现，继续看好工程机械板块。国金证券表示，根据国家统计局，2026年7月我国规模以上企业生产大/中/小型拖拉机分别0.9/1.5/0.8万台，同比+50.0/+4.1/-20.0%，大拖占比28.1%，同比+9.0pct。粮食价格对农机周期的领先逻辑长期验证，叠加农业集约化、高标准农田建设推进，跨区作业大量增加，大马力拖拉机需求结构性提升。
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