金吾财讯 | 部分工程机械股继续走低，三一国际（00631）跌6.57%，宏信建发（09930）跌4.23%，三一重工（06031）跌1.46%，博雷顿（01333）跌1.27%，中联重科（01157）跌0.61%。招银国际表示，工程机械板块9月16日承压，据了解，市场担忧：（1）美联储加息将影响海外工程需求；（2）最新的机械销售数据疲软；以及（3）美国对源自中国、加拿大、墨西哥、韩国和印度的直线液压缸（及部件）发起反倾销和反补贴（AD/CVD）调查。关于利率担忧，海外工程项目总体上对美国利率不敏感，因为其中许多是由不同国家政府预算支持的主权项目以及中国海外投资资助的项目。关于行业数据疲软，三家公司均强调，第三季度海外订单和需求依然保持稳健。对于反倾销/反补贴调查，恒立认为影响可控，因为该公司在美国市场并非通过低价竞争，同时，其全球产能之间的生产调配将有助于缓解潜在影响。
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