消息面上，中国工程机械工业协会消息，据海关数据整理，2025年9月我国工程机械进出口贸易额为 55.05亿美元，同比增长29.1%，其中进口额2.34亿美元，同比增长18.5%；出口额52.71亿美元，同比增 长29.6%。 浙商证券（601878）表示，考虑到我国工程机械主机厂海外市占率提升，我国工程机械出口正增长趋势 有望延续。国内周期筑底上行主要受益于农林、市政需求驱动小微挖需求增长，我国主机厂在矿山机械 领域持续突破及水利需求带来的大挖及超大挖需求，以及国内更新需求逐步启动等因素。 10月22日，三大股指集体收跌，上证指数微跌0.07%维持在3900点上方。板块上，工程机械概念股涨超 3%，其中铁拓机械、万达轴承、福事特（301446）等大涨超10%，建设机械（600984）收获"二连 板"，南方路机（603280）涨停。 ...

转自：证券时报 MACD金叉信号形成，这些股涨势不错！ 人民财讯10月21日电，A股三大指数早盘震荡走高，截至午间收盘，沪指涨1.2%收复3900点，深证成指 涨1.97%，创业板指涨2.92%。盘面上，培育钻石概念持续走强，黄河旋风涨停实现二连板，四方达涨 超12%；CPO概念大涨，源杰科技涨超16%，新易盛、中际旭创均大涨；此外，可燃冰、工程机械、房 地产、存储芯片、苹果概念等涨幅居前；煤炭开采加工、燃气等板块跌幅居前。全市场半日成交额超 1.1万亿元，近4600只个股上涨。 ...

Core Viewpoint - The engineering machinery sector is experiencing a strong initial performance, with several companies showing significant gains, particularly Hengli Drilling Tools reaching a limit-up price [1] Company Summaries - Hengli Drilling Tools is making a notable impact by hitting the limit-up price, indicating strong investor interest and confidence in the company's performance [1] - Other companies in the sector, such as Dahongli, Wuxin Tunnel Equipment, Shanhe Intelligent, China Railway Construction Heavy Industry, and Hongsheng Co., are also witnessing upward movement in their stock prices, reflecting a broader positive trend in the engineering machinery industry [1]

受盘面影响，跟踪中证工程机械主题指数的工程机械ETF涨超2%。 | 代码 | 名称 | 现价 | 涨跌 涨跌幅 | | | --- | --- | --- | --- | --- | | 560280 | 工程机械ETF | 1.557 | 0.033 | 2.17% | | 159542 | 工程机械ETF | 1.375 | 0.028 | 2.08% | 中证工程机械主题指数选取50只业务涉及工程机械整机制造、零配件制造等工程机械领域的代表性上市公司证券作为指 数样本，以反映工程机械主题上市公司证券的整体表现。 每经记者：叶峰 每经编辑：肖芮冬 工程机械概念股早盘走强，三一重工涨超3%，徐工机械、恒立液压、中联重科涨超2%。 每日经济新闻 根据中国工程机械工业协会数据，今年1至8月我国工程机械进出口贸易额为403.98亿美元，同比增长11%。其中出口金额 385.97亿美元，同比增长11.4%；进口金额18亿美元，同比增长2.84%。有券商表示，出口金额远超进口金额，看好后续 工程机械行业仍将维持稳步增长态势。 ...

Group 1 - The core viewpoint of the news is that engineering machinery stocks are experiencing a rise, with significant gains in companies like Sany Heavy Industry and XCMG, which increased by over 4%, and Liugong, which rose by over 3% [1] - The engineering machinery ETF, which tracks the CSI Engineering Machinery Theme Index, has also seen an increase of approximately 2% [1] - The CSI Engineering Machinery Theme Index includes 50 representative listed companies involved in the manufacturing of engineering machinery and components, reflecting the overall performance of these companies [2] Group 2 - Analysts suggest that as Chinese engineering machinery companies continue to globalize, their competitiveness in overseas markets is expected to enhance, driving an increase in market share [2] - Domestic demand for engineering machinery is anticipated to recover, supported by the "two new" policies and growing needs in sectors such as water conservancy and municipal projects [2]

Group 1 - Tianyuan Intelligent received a net financing inflow of 16.86 million yuan last week, ranking 444th in the two markets [1] - The total financing amount for Tianyuan Intelligent last week was 107 million yuan, with repayment amounting to 90.55 million yuan [1] - Over the past 5 days, the main capital inflow for Tianyuan Intelligent was 60.86 million yuan, with a price increase of 4.09% [2] Group 2 - Tianyuan Intelligent is involved in several concept sectors including specialized equipment, Jiangsu sector, margin trading, engineering machinery, prefabricated construction, and hydrogen energy [2] - The company was established in 1989 and is located in Changzhou, primarily engaged in other manufacturing industries [2] - Tianyuan Intelligent has a registered capital of 2.143134 billion yuan and a paid-in capital of 1.61952641 billion yuan [2]

Market Overview - A total of 49 stocks hit the daily limit up in the A-share market, with 46 stocks after excluding 3 ST stocks, and an overall limit-up rate of 60.49% [1] Top Performers - Top stock by limit-up order volume is Xining Special Steel with 279,200 hands, followed by Wenke Co., China Electric Power, and Yanhua Intelligent with 194,800 hands, 183,400 hands, and 151,900 hands respectively [2] - Xining Special Steel, Tibet Tianlu, and Tibet Tourism achieved five consecutive limit-ups, while Tuoshan Heavy Industry and Rainbow Group had three consecutive limit-ups [2] Significant Capital Inflows - Eleven stocks had limit-up orders exceeding 100 million yuan, with Tuoshan Heavy Industry leading at 606 million yuan, followed by Zhangjiang Hi-Tech and Shenzhen New Star at 307 million yuan and 141 million yuan respectively [3] Industry Highlights - Tuoshan Heavy Industry focuses on the R&D, production, and sales of engineering machinery components, serving major clients like SANY Heavy Industry and XCMG [3] - The robotics sector saw multiple stocks limit up, including Bojie Co., Rongtai Health, and Dahan Technology, with Bojie Co. developing products applicable to robotics [4][5] AI and Intelligent Systems - Hubei Broadcasting and Zhizhen Technology are involved in developing intelligent systems, with Hubei Broadcasting's "Chuyun Intelligent Body" achieving a 92% accuracy in regional cultural content generation [6][7] Earnings Forecasts - Zhongdian Xindong expects a net profit of 15 million to 22 million yuan for the first half of the year, marking a turnaround from losses [8] - Yanhua Intelligent anticipates a net profit of 3.5 million to 5.25 million yuan, also indicating a return to profitability [9] - Lvtian Machinery projects a net profit of 128 million to 145 million yuan, representing a year-on-year growth of 50% to 70% [10] Stock Market Activity - The top net purchases on the Dragon and Tiger list included Tibet Tianlu and InSai Group, with net purchases of 542 million yuan and 154 million yuan respectively [11][12]

Core Viewpoint - A-shares showed a positive trend with significant gains in the ChiNext index, driven by strong performance in the photovoltaic sector and other emerging concepts [1] Market Performance - The three major A-share indices opened mixed but continued to rise during the session, with the Shanghai Composite Index up by 0.58%, the Shenzhen Component Index up by 1.27%, and the ChiNext Index up by 2.26% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 873 billion, an increase of approximately 101.2 billion compared to the previous day, with a net inflow of about 1.5 billion from main funds [1] Sector Highlights - The photovoltaic sector experienced a significant surge, with stocks like Shihang New Energy and Tongwei Co. hitting the daily limit, while Yamaton showed a "ceiling and floor" performance [1] - The consumer electronics sector rebounded, highlighted by Industrial Fulian reaching the daily limit [1] - The gaming sector performed well, with Ice Glacier Network leading the gains [1] - Other sectors such as rare earth permanent magnets, semiconductors, blind box economy, and engineering machinery also saw early gains [1] Weak Sectors - Major financial concepts, including banking and insurance, showed collective weakness [1] - Other sectors such as agriculture, animal husbandry, fishing, ice and snow economy, and tourism and hotels experienced early declines [1]