金吾财讯 | 重型机械板块走强，截止发稿，三一国际（00631）涨4.11%，第一拖拉机股份（00038）涨2.57%，中国龙工（03339）涨2.05%，中联重科（01157）涨1.97%，中国重汽（03808）涨0.51%。消息面上，中信证券表示，国内基建、矿山设备需求保持平稳，海外市场出口韧性较强，工程机械出海是行业中长期核心增长主线。新兴市场基建需求持续托底国产设备出口，国产设备性价比、售后体系优势持续扩大。优先关注海外收入占比高、产品竞争力强、海外渠道布局完善的龙头企业；同时跟踪国内专项债落地带来的工程机械内需增量。其他消息方面，根据中国工程机械工业协会数据，2026年1-8月我国挖掘机累计出口量超过国内销量，出口同比增长31.8%，增速显著高于内销。国内挖掘机企业凭借产品性能、性价比与服务的综合实力，海外市场份额不断提高。行业出海模式也在升级，不再单纯输出设备，针对不同区域开展定制化研发已成普遍趋势。
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