智通财经APP获悉，工程机械股继续回落，截至发稿，中联重科(01157)跌8.51%，报4.84港元；三一国际(00631)跌5.62%，报5.4港元；中国重汽(03808)跌5.07%，报22.45港元；森松国际(02155)跌4.39%，报5.23港元。
消息面上，2024年8月预计各类挖掘机共销售1.43万台左右，同比增长9%，其中国内0.66万台，同比增长17%；出口0.77万台，同比增长4%。2024年1—8月累计销售挖掘机同比下降2.5%左右；其中国内市场同比增长7%；出口市场同比下降11%。
招银国际指出，近期市场因政府的强力政策转向已把行业估值推升至接近合理水平，在当前的位置一定程度反映了国内工程机械和重卡的复苏预期。然而，政策层面传导至下游需求需要最少几个月的时间，因此在看到实质数据改善前，预计未来数月的股价将会较为波动。出口方面，工程机械出口增长大体上仍然理想，但重卡出口预计会在主要出口市场俄罗斯在上调进口报废税生效和高基数等因素下转弱。
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