金吾财讯 | 工程机械板块多股受挫，截至发稿，中国重汽（03808）跌1.58%，中国龙工（03339）跌1.21%，中联重科（01157）跌1.11%。消息面上，根据国家金融局交强险数据，2026年8月商用车销量23万台，同比降7%、环比降1%，1-8月累计200.5万台，同比基本持平，远强于消费类乘用车走势。近几年商用车数据展现出客车强卡车弱的明显结构性分化。客车板块增长亮眼，轻客是核心拉动力量，2026年汇总增速达到22%；而中客、大客需求偏弱，呈现小幅下滑。卡车板块整体承压，轻卡、中卡、皮卡销量同比回落，仅重卡保持10%的正增长，卡车大盘整体微降。摩根大通研究指，审视中国机械板块近期管理层简报、营运更新及最新销售趋势后，认为沽售幅度并未获基本面支持，维持看好板块并建议趁低吸纳。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.