智通财经APP获悉，工程机械股集体走低，截至发稿，三一重工(06031)跌6.83%，报18.0港元；中国重汽(03808)跌5.58%，报38.58港元；三一国际(00631)跌3.42%，报9.045港元；中联重科(01157)跌2.05%，报5.72港元。
消息面上，上半年人民币兑美元升值逾3%，刷新三年新高。四大主机厂中期业绩显示，2026年上半年计入财务费用的汇兑损失合计约43.7亿元，去年同期汇兑收益合计约19.6亿元。东吴证券指出，三季度板块汇兑压力大幅减弱，预计三季度板块业绩环比同比明显提升。
广发证券也表示，26年一季度工程机械企业因汇兑影响使得表观的利润增速有所下降，26年二季度受25年二季度汇兑收益较高带来的高基数影响同比数据或有压力，展望三季度，当汇兑风险结束后，出口链表观净利润有望向经营性利润看齐，实现高弹性增长。
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