Southwest Securities released a research report saying that in August 2026, the construction machinery boom rebounded at the end of the traditional off-season with the “gold nine silver ten” connection window, domestic and foreign sales continued to grow at the same time, and the main line of “renewal cycle+export domination+price increase diffusion” continued to be realized. The competitive pattern of the industry is accelerating from within price to profit repair. Price increases for products such as excavators have already been implemented, and price increases have spread from excavators to categories such as cranes; superimposed 26Q3 exchange pressure is expected to decrease marginally, and leaders' performance flexibility is expected to be released. It is recommended to continue to pay attention to leading OEMs and core component companies with “high shares, strong overseas markets, and resilient profits”, and focus on grasping the flexible profit catalytic window of “price increase implementation+production schedule realization+exchange improvement”.

Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.