机械行业事件点评：9月我国叉车销量约10.6万台，同比增长6.1%

Investment Rating - The report suggests a positive outlook for the machinery industry, particularly for companies involved in forklifts, aerial work platforms, and cranes, indicating a potential investment opportunity in leading firms such as Anhui Heli, Zhejiang Dingli, Zoomlion, and XCMG [6][42]. Core Insights - In September, China's forklift sales reached approximately 106,002 units, representing a year-on-year growth of 6.1% [5]. - The report highlights a recovery in export growth for forklifts, truck-mounted cranes, and tower cranes, while domestic sales declines have narrowed for these categories [6][42]. - The report anticipates that domestic demand for construction machinery will stabilize gradually, supported by fiscal and monetary policy adjustments aimed at revitalizing the real estate market and reducing existing mortgage rates [6][42]. - The overseas market presents significant growth potential, with domestic machinery companies expected to increase their market share internationally [6][42]. Summary by Sections Forklift Sales - In September, forklift sales totaled approximately 106,002 units, with domestic sales at 62,755 units (down 5.32%) and exports at 43,247 units (up 28.5%) [5][6]. Crane Sales - Sales of various types of truck-mounted cranes in September were 1,747 units, down 0.96% year-on-year, with domestic sales at 1,221 units (down 13%) and exports at 526 units (up 45.7%) [5]. - Sales of tower cranes were 570 units, down 56.6% year-on-year, with domestic sales at 351 units (down 69.7%) and exports at 219 units (up 40.4%) [5]. Market Outlook - The report emphasizes the importance of upcoming fiscal and monetary policies to stimulate demand in the machinery sector, particularly in light of the recent political bureau meeting's focus on increasing counter-cyclical adjustments [6][42]. - The machinery industry is expected to benefit from ongoing equipment renewal policies, which will further drive domestic demand [6][42].