金吾财讯 | 招银国际表示，中国工程机械工业协会公布了8月非土方机械销售数据。汽车起重机/履带起重机出口额同比分别增长25%/5%，但由于国内投资疲软，起重机总体销量出现下滑。展望4Q26，该机构预计整体机械增长趋势将出现分化，海外/矿山相关机械将实现较理想的增长，而国内建筑相关机械则将持续低迷。因此，该机构在工程机械领域将采取更有选择性的策略，看好三一国际（00631，买入，受益于海外大型矿卡渗透率提升）和恒立液压（601100 CH，买入，受益于北美工程需求及人形机器人增长）。另一方面, 在行业销售数据改善前，该机构认为中联重科（01157 / 000157 CH，买入）、三一重工（600031 CH，买入）和浙江鼎力（603338 CH，持有）短期内缺乏催化剂。
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