中信建投:7月挖机内外销继续共振向上,工程机械板块将迎来逐季度改善

智通财经
Sep 09
【中信建投:7月挖机内外销继续共振向上,工程机械板块将迎来逐季度改善】中信建投研报称,2026年7月销售各类挖掘机19521台,同比增长13.9%。其中:国内销量7608台,同比增长4.13%;出口11913台,同比增长21.2%。总体来看,内外销依旧维持正增长,其中出口依旧维持20%以上高增速,内销增速出现较多降速,结构上小挖增速降低,且受到去年Q3内销基数相对较高影响,总体仍维持较好趋势,看好内外需继续共振向上。今年挖机内销呈现较为明显的旺季后移,因为今年春节相比去年较晚,国内挖机自3月以来恢复较高的同比正增长,预计后续将继续维持增长。出口维持较强表现,并未受国际形势、关税变化、加息预期等扰动,中国工程机械高增态势依旧维持。国内格局改善,头部企业开始涨价。三一、徐工、柳工、山推等公司宣布对挖机、起重机等产品进行涨价,反映年初以来的行业价格战趋缓,行业转向良性发展。

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