三一国际（00631）今日盘中股价大跌12.48%，引发市场关注。与此同时，其他工程机械股也出现集体下跌，反映出整个行业面临的压力。
导致工程机械股集体下跌的主要原因是美国最近对工程机械产品加征关税的政策。据东吴证券分析，加上这次新的关税，工程机械国内对美出口关税高达79%，直接出口成本承受难度大。这一政策引发了市场对工程机械企业盈利能力的担忧，进而影响了股价表现。
然而，分析师指出，尽管面临挑战，但几家工程机械企业对美国市场的敞口较小，总体风险可控。此外，如果被制裁国采取反制措施，可能会给中国工程机械品牌带来更多机会，特别是在第三世界和新兴市场。值得注意的是，中联重科近期在德国投资新的生产基地，显示出中国工程机械企业正在积极开拓海外市场，以分散风险。投资者应密切关注行业动态和企业战略调整，评估其长期发展前景。
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