智通财经APP获悉，工程机械股集体下跌，截至发稿，森松国际(02155)跌21.96%，报4.62港元；中联重科(01157)跌13.79%，报5港元；三一国际(00631)跌11.72%，报4.67港元；中国重汽(03808)跌9.36%，报18.4港元。
消息面上，近期美国对工程机械产品加征的关税政策引发市场关注。东吴证券指出，加上这次新的关税，工程机械国内对美出口关税达到79%，直接出口成本承受难度大，但几家工程机械对美敞口小，总体风险可控。该行指出，若被制裁国采取反制措施，利好中国工程机械品牌：若第三世界/新兴市场采取反制措施，将给中国工程机械品牌带来更大的机会。
值得注意的是，中联重科德国公司研发生产基地（二期）项目奠基仪式近日在德国瓦尔德劳伯斯海姆举行，该项目聚焦于生产适应欧洲市场需求的大型工程机械，将进一步促进中德两国合作共赢。中联重科德国工厂二期项目计划总投资超过5000万欧元，建成后将新增塔式起重机、汽车起重机、混凝土机械等产品，并建立欧洲区域的研发、制造、营销及服务中心，将增强中联重科在欧洲的交付能力和本地响应速度。
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