2026-09 协会产销快报全量 12 类产品 ｜ 8 增 4 降：升降工作平台 +65.1%、压路机 +40.2% 领涨；高空作业车 -33.1%、塔式起重机 -12.5% 领跌
| 公司 | 报告期 | 营收(亿) | 归母净利(亿) | 营收同比 | 净利同比 | ROE | 毛利率 |
|---|---|---|---|---|---|---|---|
| 三一重工 | 2026-06-30 | 535.06 | 56.90 | 19.49% | 9.13% | 6.16% | 27.78% |
| 中联重科 | 2026-06-30 | 271.35 | 21.02 | 9.17% | -23.97% | 3.53% | 26.82% |
| 徐工机械 | 2026-06-30 | 612.47 | 39.62 | 11.75% | -9.09% | 6.33% | 22.12% |
| 柳工 | 2026-06-30 | 206.74 | 10.63 | 13.71% | -13.55% | 5.61% | 20.69% |
| 山推股份 | 2026-06-30 | 82.78 | 6.81 | 18.19% | 19.03% | 10.49% | 22.42% |
| 恒立液压 | 2026-06-30 | 68.33 | 14.36 | 32.13% | 0.50% | 7.99% | 39.27% |
| 艾迪精密 | 2026-09-30 | 33.25 | 4.35 | 40.05% | 37.71% | 10.19% | 28.53% |
| 浙江鼎力 | 2026-06-30 | 54.14 | 9.90 | 24.86% | -5.95% | 8.39% | 32.97% |
| 潍柴动力 | 2026-06-30 | 1231.63 | 77.01 | 8.85% | 36.46% | 8.00% | 21.46% |
| 杭叉集团 | 2026-06-30 | 101.00 | 12.15 | 8.65% | 8.89% | 10.02% | 24.91% |
| 安徽合力 | 2026-06-30 | 111.74 | 6.72 | 12.11% | -17.80% | 6.10% | 22.86% |
| 中力股份 | 2026-06-30 | 39.16 | 4.28 | 14.16% | -4.30% | 7.72% | 30.87% |
| 山河智能 | 2026-06-30 | 36.58 | 0.13 | 7.23% | -74.66% | 0.27% | 28.94% |
| 铁建重工 | 2026-06-30 | 42.75 | 5.05 | -11.63% | -31.38% | 2.68% | 27.90% |
| 中铁工业 | 2026-06-30 | 121.50 | 6.15 | -10.55% | -10.70% | 2.18% | 18.26% |
| 中创智领 | 2026-06-30 | 187.72 | 16.03 | -6.05% | -36.25% | 7.02% | 19.81% |
| 南方路机 | 2026-06-30 | 4.20 | 0.32 | -15.84% | -44.37% | 2.31% | 30.94% |
| 宇通重工 | 2026-09-30 | 21.12 | 1.44 | -11.65% | -23.16% | 5.62% | 25.47% |
| 盈峰环境 | 2026-06-30 | 78.72 | 4.77 | 21.80% | 24.71% | 2.70% | 22.17% |
| 雷赛智能 | 2026-06-30 | 12.47 | 1.94 | 39.92% | 62.79% | 10.23% | 39.15% |
| 慈星股份 | 2026-06-30 | 14.56 | 1.73 | 31.59% | 64.07% | 5.26% | 33.08% |
| 露笑科技 | 2026-06-30 | 19.50 | 1.15 | 11.32% | -23.76% | 1.78% | 20.49% |
| 华伍股份 | 2026-09-30 | 9.24 | 1.10 | -7.08% | 165.80% | 7.66% | 28.55% |
| 新筑股份 | 2026-06-30 | 7.07 | -1.00 | 0.40% | -48.03% | -12.62% | 31.50% |
| 杰瑞股份 | 2026-09-30 | 119.74 | 18.87 | 14.91% | 4.36% | 8.00% | 31.63% |
| 紫金龙净 | 2026-09-30 | 86.89 | 9.43 | 10.57% | 20.84% | 8.31% | 25.54% |
| 同力股份 | 暂无可查口径（北交所） | ||||||
| 博雷顿 | 2026-06-30 | 3.31 | -0.82 | 1.19% | 53.13% | -11.08% | 16.48% |
| 中国龙工 | 2026-06-30 | 66.58 | 7.73 | 18.98% | 22.37% | 6.74% | 21.55% |
| 中国高速传动 | 2026-06-30 | 75.19 | 0.33 | -24.65% | 124.21% | 0.39% | 24.18% |
| 一拖股份 | 2026-06-30 | 78.86 | 7.82 | 13.84% | 1.72% | 9.76% | 16.61% |
| 福田汽车 | 2026-06-30 | 336.68 | 9.05 | 10.86% | 16.54% | 5.76% | 10.84% |
| 中国中铁 | 2026-06-30 | 4731.07 | 86.56 | -7.69% | -26.81% | 2.45% | 8.33% |
协会不按月发布整机销量，行业口径看企业年报与季报。可参考：中联重科混凝土机械 2025 年营收 100.43 亿元；三一混凝土机械为集团最大板块之一。
属协会「其他产品」统计口径，仅年度发布。旋挖钻、盾构/TBM 的需求更多看基建与地铁招标量，不看月度销量。
协会月度快报未单列。行业集中度极高（山推为国内第一），可直接看山推股份季度经营数据。
9 月 12 类产品里 10 类出口正增长、国内 5 类负增长。判断一家公司值不值得去，先看它的出口占比——出口占比高的品类，2026 年订单更稳。
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发简历时写清三件事：现在做哪一类产品（液压/底盘/结构/整机/销售）、带多少人团队、想去哪个城市或哪家。