机械设备行业2026半年报综述：经营业绩稳步增长关注细分行业需求改善

目 录TOC\o"1-2"\h\z\u机械设备行业2026H1业绩分析 4通用设备：营收稳步增长，利润端有所下降 5专用设备：26H1经营业绩保持增长 6轨交设备：行业业绩稳步增长，毛利率持续修复 7工程机械：营收增速提升明显，利润端承压下降 8自动化设备：业绩增长表现亮眼，盈利能力有所改善 9基金持仓分析 10行业配置：基金增持机械设备股 10个股配置：持仓集中度有所下降 10增减持分析：行业获增持公司较多 行业表现与估值 24行业策略 25风险提示 26图目录图1：机械设备行业营收情况 4图2：机械设备行业归母净利润情况 4图3：机械设备行业毛利率情况 4图4：机械设备行业净利率情况 4图5：通用设备行业营收情况 5图6：通用设备行业归母净利润情况 5图7：通用设备行业毛利率与净利率情况 5图8：专用设备行业营收情况 6图9：专用设备行业归母净利润情况 6图10：专用设备行业毛利率与净利率情况 6图轨交设备行业营收情况 7图12：轨交设备行业归母净利润情况 7图13：轨交设备行业毛利率与净利率情况 7图14：工程机械行业营收情况 8图15：工程机械行业归母净利润情况 8图16：工程机械行业毛利率与净利率情况 8图17：自动化设备行业营收情况 9图18：自动化设备行业归母净利润情况 9图19：自动化设备行业毛利率与净利率情况 9图20：2026Q2申万一级行业基金持股市值变动情况（亿元） 10图21：2026Q2基金持有的机械设备前十大重仓股持股市值及占机械设备行业总持股比重 图22：2026Q2基金对机械设备股增持前十名持股数量变动情况（万股） 12图23：2026Q2基金对机械设备股减持前十名持股数量变动情况（万股） 12图24：行业市盈率情况（PE，TTM）（倍） 24图25：行业估值溢价率情况 24表目录表1：2026Q2基金对通用设备行业公司增持持股数量及市值变化情况 12表2：2026Q2基金对专用设备行业公司增持持股数量及市值变化情况 16表3：2026Q2基金对轨交设备行业公司增持持股数量及市值变化情况 20表4：2026Q2基金对工程机械行业公司增持持股数量及市值变化情况 21表5：2026Q2基金对自动化设备行业公司增持持股数量及市值变化情况 22表6：行业涨跌幅情况（2026.1.1-2026.9.1） 24机械设备行业2026H1业绩分析5个二级行业，涵盖工程机械整机、工程机械器件、机器人、楼宇设备、机床工具、磨具磨料、轨交设备等三级行业。经营业绩方面：2026年上半年机械设备行业经营业绩稳步增长，实现营业总收入5632%66606%。图1：机械设备行业营收情况 图2：机械设备行业归母净利润情况盈利能力方面：与2025年同期相比，2026年上半年机械设备行业毛利率持续修复，行业毛利率为23.92%，较2025年同期增加0.62个百分点；行业净利率为7.63%，较2025年同期减少0.46个百分点。图3：机械设备行业毛利率情况 图4：机械设备行业净利率情况通用设备：营收稳步增长，利润端有所下降20262,832.49153.782.69%2025年同0.6520250.64个百分点。图5：通用设备行业营收情况 图6：通用设备行业归母净利润情况图7：通用设备行业毛利率与净利率情况专用设备：26H1经营业绩保持增长20262,682.11207.255.35%。子行业中纺织服装设备表现较好，202610.29%12.34%力方面，202623.44%8.33%，20250.450.17个百分点。图8：专用设备行业营收情况 图9：专用设备行业归母净利润情况 图10：专用设备行业毛利率与净利率情况轨交设备：行业业绩稳步增长，毛利率持续修复20262,039.48128.693.85%续修复，202622.42%20250.65个百分7.29%20250.21个百分点。图轨交设备行业营收情况 图12：轨交设备行业归母净利润情况图13：轨交设备行业毛利率与净利率情况工程机械：营收增速提升明显，利润端承压下降20262,367.1114.75%；202.403.89%。盈利能力方面，2026年上半年529%和7025.9和减少1.71个百分点。图14：工程机械行业营收情况 图15：工程机械行业归母净利润情况图16：工程机械行业毛利率与净利率情况自动化设备：业绩增长表现亮眼，盈利能力有所改善自动化设备行业是机械设备行业5个二级子行业中营收规模相对较小的行业，20261,193.3722.31%；实现归母净利104.5437.03%。子行业中其他自动化设备、激光设备行业业34.33%41.34%。盈利能力方面，2026年上半年行业盈利能力有所改善，26H1行业毛利率、净利率分别为29.67%和9.06%20250.941.14个百分点。图17：自动化设备行业营收情况 图18：自动化设备行业归母净利润情况图19：自动化设备行业毛利率与净利率情况基金持仓分析行业配置：基金增持机械设备股（基金和基金管理公司2026Q2基金持有机械设备股票数量由2026Q1401586只，持股市值由2026Q1的1,552.602026Q24,385.68亿元。图20：2026Q2申万一级行业基金持股市值变动情况（亿元）个股配置：持仓集中度有所下降持股总市值合计约1,815.53亿元，占机械设备行业持股总市值的41.40%，较2026Q11.51个百分点；前五大重仓股占机械设备行业持股总市值的比例由2026Q129.39%25.06%。其中杰瑞股份获持股总市值位列第一，占机械6.28%，另外九只依次为：大族激光、精测电子、芯碁微装、中控技术、联讯仪器、鼎泰高科、精智达、汇川技术、三一重工。图21：2026Q2基金持有的机械设备前十大重仓股持股市值及占机械设备行业总持股比重基金偏向于流动性好的细分行业龙头。从细分行业（按申万机械设备行业分类）来看，2026Q2206家、专用设备公437家且均以行业细分龙头为主。从50013100亿以上、5007家。可见，基金更偏好于流动性好的行业细分龙头。增减持分析：行业获增持公司较多基金增持522家公司，中国中车获增持数量居首。2026Q2522家公司获得增持（按持股数量获增持（按持股数量）10的分别是中国中车、三一重224家、轨2家。2026Q2遭减持（按持股数量）10的公司中，通用设备2143家，遭减（按持股数量图22：2026Q2基金对机械设备股增持前十名持股数量变动情况（万股）

图23：2026Q2基金对机械设备股减持前十名持股数量变动情况（万股） 21312,157.76232,867.48万元。表1：2026Q2基金对通用设备行业公司增持持股数量及市值变化情况持股数量（万股） 持股市值（万元）2026Q2变动2026Q2变动2026Q2变动中集集团28,689.1512,157.76232,867.4853,832.60冰轮环境18,273.5511,644.871,027,339.03913,193.17新天科技9,285.059,285.0561,559.9161,559.91巨星科技10,128.127,100.06314,984.48224,808.86利欧股份17,088.645,272.1881,171.06-11,115.50精测电子7,353.854,005.012,335,478.411,914,528.82新莱应材3,623.263,555.14363,992.53360,877.97新锐股份4,698.413,233.33478,767.51376,212.10宗申动力5,696.663,104.74118,547.4166,968.28海容冷链3,036.662,330.2834,891.2524,959.48川润股份2,020.132,020.1349,553.7349,553.73五洋自控2,005.652,005.6518,973.4718,973.47应流股份8,750.731,842.33528,543.80102,088.30富瑞特装2,171.401,751.3116,074.2812,175.85申菱环境2,217.561,733.21256,372.54212,044.82景津装备3,727.391,716.9644,743.8210,787.77联德股份2,824.491,613.57160,261.6899,896.98国机精工2,157.981,552.62158,935.07132,444.50宇晶股份2,731.151,488.45120,798.5563,646.91恒星科技1,454.071,420.697,866.527,736.33纽威数控2,109.921,297.2028,673.7617,149.46纽威股份3,620.011,267.15182,086.4368,419.98美利信1,221.651,211.8591,977.8691,600.17鼎泰高科2,926.931,161.901,581,680.031,241,100.63精智达2,047.151,154.981,463,711.681,260,519.80昊志机电2,587.951,146.32238,867.49163,859.90华中数控3,370.851,138.4198,159.2936,700.06美畅股份1,158.381,121.3529,179.5628,600.88海鸥股份2,276.361,109.8837,491.6521,860.79汇中股份1,214.371,087.4611,876.5010,321.86国茂股份3,303.731,042.3546,879.9713,592.37哈空调1,291.541,032.655,786.084,240.50万讯自控1,222.631,027.367,568.086,050.83川仪股份1,633.181,012.0529,478.9617,522.19铂力特1,517.89989.32155,431.53106,596.90咸亨国际972.68972.6815,562.8215,562.82华曙高科3,642.33962.34309,906.27109,622.39海天精工1,320.90949.6726,721.9119,824.45汉钟精机1,578.39941.6858,526.7944,538.27耐普矿机2,910.10891.3755,000.90-13,817.57华兴源创1,382.27865.28118,460.63102,800.84埃科光电874.55860.49230,355.79229,161.25乔锋智能870.84844.64125,226.61123,336.89东睦股份1,596.59839.2660,287.3539,263.77隆华科技837.77837.7713,655.6513,655.65南方泵业1,004.42823.575,474.104,701.87大元泵业800.97779.3960,681.7659,811.65瑞凌股份1,059.45759.347,967.065,557.18冠龙节能797.86758.8313,164.6712,455.89佳士科技762.80731.506,209.185,944.69欧科亿1,383.84725.07250,421.79198,893.47联讯仪器723.16723.161,658,118.461,658,118.46晋亿实业717.64717.643,100.203,100.20南华仪器772.96666.027,930.546,601.27基康技术659.33659.338,663.668,663.66鼎阳科技687.98637.7450,539.1948,615.90力星股份1,243.94628.7323,025.358,869.25华锐精密895.94618.62178,927.24148,145.43江苏神通948.55606.4914,161.888,552.10同惠电子587.48587.4815,644.6415,644.64迈拓股份602.92578.427,566.607,153.77吉冈精密686.49566.046,851.135,426.21银龙股份3,044.58565.8922,134.12-719.42赛福天779.43562.735,042.923,198.80锐奇股份681.77544.153,940.632,880.96大西洋667.55525.583,297.702,499.82秦川物联666.68520.186,093.484,527.35中南文化497.12497.121,411.821,411.82锋龙股份502.68493.3534,674.5434,042.15铭利达483.41483.416,758.146,758.14必创科技615.98480.5210,502.468,385.22普源精电879.82474.0565,925.0849,085.32优利德655.56472.5964,841.7157,094.45思看科技466.81466.2340,037.9239,968.54秦川机床2,797.77458.2431,083.196,447.96思进智能644.62443.549,076.256,337.48潍柴重机889.55418.3220,468.487,999.93新柴股份397.87397.873,700.223,700.22翔楼新材746.76382.7934,836.4515,109.01威星智能391.42379.956,622.846,433.01开山股份953.45371.9727,344.8411,080.84宁水集团888.68360.1510,317.613,319.77儒竞科技624.42349.8229,478.7010,344.87巨力索具437.74345.034,600.653,265.62凤形股份340.11339.875,584.615,579.46泰嘉股份397.71335.348,538.857,240.93沃尔德848.23335.15132,213.5388,555.90博盈特焊568.13324.2623,696.8112,095.96同飞股份709.76317.0474,574.9243,597.59四方达613.86316.7436,481.7230,411.56鑫磊股份467.17305.3426,217.7817,894.87智能自控295.05295.052,077.152,077.15岱勒新材287.50287.506,118.046,118.04杭齿前进654.05283.458,116.762,780.12宁波精达281.21281.212,828.972,828.97浙海德曼344.71279.4015,798.1811,641.31亚威股份279.10279.103,547.363,547.36海能技术668.79275.4116,037.608,453.18科德数控320.56270.4120,922.9418,109.55德马科技268.33268.334,803.194,803.19万达轴承262.55261.7313,203.5213,135.41明志科技447.40259.728,612.454,633.60浙江力诺433.64256.965,789.093,131.83百达精工253.20253.202,699.112,699.11四方光电248.84248.8416,348.9116,348.91伟隆股份247.00247.005,510.645,510.64四方科技243.70243.703,482.443,482.44英华特266.41241.248,775.447,791.54凌霄泵业1,191.91228.4118,164.69609.76康斯特712.44213.9714,832.994,953.26华光新材210.61210.6117,649.1417,649.14三德科技215.76210.152,815.672,716.71泰尔股份206.73206.731,209.371,209.37瑞晨环保360.56206.3411,361.356,808.77山东威达198.12198.122,139.722,139.72日发精机355.46197.882,456.221,581.64丰光精密194.71194.714,708.004,708.00金卡智能193.11193.112,112.602,112.60赛摩智能1,636.70188.9311,522.40-783.67新锦动力188.79188.79696.64696.64开勒股份613.18180.0853,960.1726,458.24雪人集团605.87179.398,427.671,130.63崇德科技460.81170.5940,905.7821,983.69国盛智科166.13166.135,458.945,458.94银都股份176.43166.041,760.751,609.56宇环数控163.52163.527,427.017,427.01蓝盾光电161.17161.173,358.733,358.73普莱得479.30160.187,961.17-632.76中集环科159.36159.361,942.611,942.61腾达科技158.81158.812,493.302,493.30博深股份157.37157.37885.99885.99中密控股741.08156.5321,498.82899.28宁波东力358.92155.814,235.261,785.75沈阳机床146.96146.96681.89681.89长盛轴承283.85146.2717,313.447,711.66君禾股份344.72144.402,454.411,008.10安培龙949.08142.1267,270.94-25,820.46申科股份135.33135.332,047.542,047.54金太阳135.00135.005,745.605,745.60荣旗科技194.13134.5213,295.919,324.69汉威科技1,664.76134.4363,593.88-1,108.57华辰装备230.24134.286,228.103,067.18瑞纳智能191.75132.574,001.822,573.81双飞集团127.38127.381,987.131,987.13日月明226.15125.905,637.932,284.57永和智控109.99109.99735.85735.85鲁信创投123.09106.462,451.992,101.60集智股份103.08103.086,328.276,328.27京城股份99.8099.80822.35822.35金帝股份113.7294.463,810.593,337.76柯力传感697.9889.6549,675.3316,040.51莱伯泰科132.1188.018,527.587,021.03新芝生物89.7587.92919.90898.13思林杰85.9885.697,072.267,060.37东方中科83.3383.331,862.471,862.47鼎熔岩83.1680.221,327.261,286.42德恩精工90.4779.903,081.412,843.48龙溪股份79.5479.541,126.291,126.29先锋电子76.5076.501,267.611,267.61华丰股份74.0674.062,993.322,993.32上海沪工73.4473.441,249.911,249.91惠康科技67.8167.814,149.914,149.91致远新能66.1565.092,546.722,525.15贵绳股份230.4562.401,986.51-80.61远方信息153.8459.271,492.25346.06容知日新59.0659.063,044.123,044.12创远信科55.8355.261,372.901,360.21安车检测54.8254.821,555.241,555.24宏盛股份49.7149.712,538.192,538.19佳力图51.6849.13402.10378.92泰福泵业61.1647.511,524.72953.06昆船智能123.9847.221,610.52351.66海昌新材44.1244.121,044.991,044.99锐新科技42.8642.86865.34865.34恒而达39.8739.871,570.591,570.59中核科技41.1035.94803.09688.18方正阀门34.9634.96272.68272.68奔朗新材138.4534.331,581.10427.43腾亚精工34.0231.82488.60446.09浙江华业31.4331.431,053.531,053.53兰剑智能63.1529.621,959.45913.54东华测试29.1429.14987.24987.24磁谷科技27.7327.731,762.531,762.53美心翼申69.9226.94627.89-43.54天瑞仪器26.2126.21138.13138.13哈焊华通24.3024.30834.83834.83中大力德950.5422.4172,023.672,461.00开创电气29.7821.181,351.421,021.95恒进感应20.2320.23239.14239.14海川智能26.5120.012,550.262,147.59优机股份67.1419.84875.53-70.94工大科雅19.2219.22726.96726.96坤博精工16.6916.69394.12394.12前进科技45.8616.27642.90139.63皖仪科技581.2413.4819,343.636,120.52天罡股份11.7511.75217.31217.31山科智能9.299.29129.36129.36克莱特9.249.24196.98196.98宝色股份97.329.041,441.31-219.24瑞迪智驱8.858.85445.80445.80绿岛风8.118.11398.28398.28真兰仪表7.617.61130.45130.45九菱科技29.897.49915.0878.60冰山冷热5.225.2227.0427.04黄河旋风5.195.1987.1987.19精创电气3.763.76104.87104.87七丰精工2.932.9359.7059.70迅安科技11.212.74133.684.26*ST禾信2.122.12275.18275.18英特科技9.871.96162.59-34.30万得凯7.731.77236.9716.99惠丰钻石1.131.13118.33118.33莱赛激光0.120.121.461.4617610,907.08万股。表2：2026Q2基金对专用设备行业公司增持持股数量及市值变化情况持股数量（万股） 持股市值（万元）2026Q2变动2026Q2变动2026Q2变动天地科技16,729.2211,244.1274,491.8843,111.29振华重工15,951.0110,907.0865,917.0940,546.12科达制造16,836.9810,066.62232,350.34124,769.36杰瑞股份18,047.098,100.902,752,181.001,789,390.39国机重装7,288.067,123.6125,508.2224,766.55中创智领7,067.796,289.5798,312.9482,445.07中信重工19,567.234,939.0593,335.702,494.71陕鼓动力17,788.144,557.46160,982.6327,749.70中国一重6,374.243,833.5421,034.9810,033.75斯莱克4,272.513,488.0198,737.7989,778.78豪迈科技7,377.333,457.01343,783.8133,372.53利和兴3,427.433,427.43247,631.71247,631.71弘亚数控4,242.952,942.2681,846.4258,512.04东威科技3,139.882,765.22280,705.40262,369.51正帆科技3,361.472,734.81265,757.49248,305.05大连重工3,433.472,669.2718,128.7413,054.45伊之密4,217.032,473.2783,961.1542,564.27英维克8,414.012,404.04669,418.41162,477.52江钨装备4,355.722,329.92118,606.1788,826.91合锻智能4,109.162,317.45135,930.9998,860.62芯碁微装3,178.112,240.581,746,024.221,564,705.18一拖股份2,882.772,236.5930,528.5722,302.70永创智能4,396.902,178.6647,772.7522,484.87润邦股份3,940.251,995.1219,464.836,179.60日联科技2,382.161,988.70423,643.48397,793.25凌云光2,322.061,904.65153,366.88137,684.54法兰泰克2,995.651,833.1824,414.5610,127.78天桥起重1,643.061,640.314,896.324,885.10迪威尔3,264.271,448.4176,971.5510,910.57大族数控2,155.621,379.01777,387.92651,420.74宏华数科1,411.631,371.7975,056.5372,459.17光力科技2,450.321,281.23104,579.7973,037.75青鸟智控1,153.031,153.039,766.189,766.18美亚光电2,249.281,131.4732,232.2012,804.65杰克科技2,355.591,041.9585,343.0135,175.18华荣股份1,027.77967.1217,811.1916,667.93建科智能1,099.77912.9816,034.5913,025.40汇成真空904.54662.58261,085.39235,360.20津荣天宇624.10624.109,754.679,754.67北方股份1,119.02608.1322,145.489,705.31强瑞技术982.22605.33153,030.4497,240.23深科达717.26592.0268,641.8964,279.65泰金新能595.06588.59123,130.26122,816.37佰奥智能585.89585.8943,349.9943,349.99梅轮电梯1,057.17574.376,047.002,459.78中亚股份729.51548.034,975.223,367.31昌红科技575.88543.0014,368.1313,870.33天鹅股份619.12541.828,704.857,274.80迦南科技811.77541.713,701.652,297.34航天工程541.71540.9520,888.1820,864.90慈星股份538.82538.823,971.103,971.10东方精工535.96535.969,465.139,465.13冀东装备706.56534.725,051.893,101.53金鹰股份527.39527.393,322.563,322.56中国电研525.61525.6112,477.8912,477.89南风股份831.80511.448,401.184,198.06森赫股份506.04506.045,667.655,667.65新美星491.34491.344,117.414,117.41广日股份1,265.00479.089,639.282,102.31尤洛卡467.17467.172,952.502,952.50优德精密537.28458.046,995.325,662.50洪田股份453.11453.1136,833.3136,833.31赛象科技438.13438.131,940.921,940.92蓝科高新554.92424.544,017.622,837.68国机通用485.79406.636,305.554,953.50林州重机391.04391.04860.29860.29博亚精工473.98390.828,844.456,981.66海锅股份390.49390.496,544.566,544.56泰瑞机器459.60384.943,708.972,872.78美腾科技377.23377.237,948.207,948.20南兴股份553.19367.349,985.016,271.73上海机电355.07355.077,314.547,314.54南矿集团342.07342.076,051.186,051.18爱司凯337.82337.829,323.839,323.83格力博325.24325.244,393.954,393.95兰石重装624.39323.864,420.651,445.40山东矿机750.82318.721,922.10366.54达意隆1,178.78311.9712,235.68-1,156.53北矿科技520.44305.539,758.265,150.59联测科技293.02278.7810,285.149,750.25锡装股份594.10272.4723,330.486,495.92燕麦科技648.23271.9654,444.5636,714.90精工科技269.34261.113,962.003,819.95中泰股份827.21257.8522,392.677,777.01泰林生物256.30256.304,892.714,892.71长荣股份256.29256.291,504.421,504.42越剑智能252.76252.763,619.483,619.48电光科技243.27243.277,276.217,276.21百胜智能240.67240.673,169.623,169.62浩洋股份272.60234.488,227.096,984.38爱科科技261.91230.815,563.034,681.25华伍股份228.20228.201,967.081,967.08金马游乐231.88226.327,663.487,441.42金明精机446.33221.322,691.371,186.05物产金轮328.91217.313,877.872,280.87康力电梯216.51211.711,496.081,464.26厚普股份205.62205.621,770.371,770.37中坚科技936.35202.3273,559.298,744.50巨一科技210.16202.154,968.194,729.43泰坦股份200.14200.1418,510.9518,510.95神开股份279.19193.442,105.091,068.38中科微至210.47190.347,244.476,626.07石化机械1,852.23190.059,187.04-2,282.01大丰实业2,438.28183.2621,091.08-5,224.95豪森智能163.31163.312,568.922,568.92如通股份146.80146.802,122.732,122.73航天晨光146.26146.262,300.672,300.67中邮科技171.73139.226,276.774,601.43浙矿股份313.92136.587,458.821,101.17炜冈科技133.98133.983,656.223,656.22弘宇股份132.31131.541,890.761,878.80国安达130.02130.022,131.052,131.05速达股份127.44127.443,516.073,516.07江顺科技491.98125.4657,212.56-3,868.66海默科技261.72108.493,148.441,496.62星球石墨288.76106.448,584.754,256.66海源复材104.48104.48712.55712.55大宏立130.3998.452,849.022,013.79凯腾精工96.0696.06602.28602.28绿田机械227.5689.554,082.351,167.58威马农机88.1688.162,085.792,085.79同力天启85.6385.632,182.642,182.64大叶股份84.6984.691,327.891,327.89蜀道装备99.6684.363,777.113,474.33乐惠国际82.9582.951,718.801,718.80新时达1,850.0281.1623,735.8015.28威派格80.0880.08504.50504.50创力集团73.8273.82605.35605.35福斯达144.7670.664,919.781,935.77惠通科技69.0069.001,077.741,077.74瑞星股份67.6467.64426.12426.12德固特65.3165.311,095.241,095.24德石股份68.2664.28900.32803.49博科测试93.4163.234,625.662,855.90卓郎智能58.4858.48470.76470.76华依科技514.8857.0918,762.174,419.61快意电梯52.9552.95752.42752.42汇隆活塞48.3248.32270.13270.13天永智能47.4447.441,346.821,346.82华菱精工73.5947.041,215.71747.10泰禾智能44.3544.35779.69779.69新研股份39.6439.64132.40132.40朗鸿科技38.4738.47275.09275.09天奇股份38.4538.45795.16795.16丰安股份39.3537.95480.44457.87中捷资源37.3837.3894.2094.20新益昌118.4235.4122,266.9815,995.00金财互联33.5833.58228.34228.34浙江大农31.5631.56358.21358.21巴兰仕31.1931.19499.00499.00凯格精机643.1424.58104,760.91268.36达刚控股38.7321.03297.06172.81春光智能20.4820.48158.95158.95和泰机电29.6120.341,169.89715.66广厦环能18.6218.62176.72176.72三友科技15.1415.14174.56174.56浩淼科技21.6514.12184.8889.25上工申贝13.9613.96120.06120.06蓝英装备11.1411.14226.70226.70长江能科9.919.9181.1081.10上海亚虹9.209.20158.88158.88鸿铭股份6.666.66286.25286.25亚联机械5.875.87136.82136.82通用电梯3.553.5552.4652.46恒道科技3.243.2481.2881.28金盾股份2.762.7619.6219.62瑞奇智造2.302.3012.0212.02力聚热能1.971.97107.08107.08无锡鼎邦10.791.9295.69-10.60永大股份1.201.2014.5714.57远信工业1.681.0261.9735.26沪宁股份0.910.9123.9323.93西磁科技0.620.6212.6012.60大鹏工业0.280.2810.7110.71海昌智能0.200.209.779.77奥美森0.030.030.700.70轨交设备行业：2026Q228家公司获得基金增持，其中中国中57,098.51315,041.23万元。表3：2026Q2基金对轨交设备行业公司增持持股数量及市值变化情况持股数量（万股） 持股市值（万元）2026Q2变动2026Q2变动2026Q2变动中国中车60,569.8757,098.51315,041.23293,032.82中国通号30,435.7910,485.16144,874.3631,554.76时代电气3,311.902,077.91227,308.03163,202.41中铁工业2,365.381,590.3015,587.878,480.35威奥股份1,018.081,017.355,548.535,542.95中国铁物931.44931.442,114.372,114.37金鹰重工610.42592.195,255.685,017.05今创集团587.08587.085,759.245,759.24康尼机电507.29479.242,875.972,683.82高铁电气444.62289.553,187.941,756.65晋西车轴250.25250.25878.39878.39交控科技259.99249.253,998.613,755.62永贵电器234.94234.943,876.563,876.56众合科技273.27220.442,552.322,166.68研奥股份291.10217.176,485.774,437.17交大思诺262.02171.935,829.963,174.99通业科技172.87165.442,688.202,483.95祥和实业132.21132.211,536.251,536.25长青科技123.19116.922,264.192,138.72哈铁科技125.05114.901,041.70945.72工大高科97.1595.853,235.123,187.91雷尔伟88.4588.451,235.691,235.69铁大科技37.7932.69345.38278.98九州一轨30.0530.051,925.211,925.21鼎汉技术236.1215.171,435.62-365.12交大铁发13.0213.02138.94138.94铁科轨道112.464.631,816.20-540.90必得科技5.263.74273.26202.46工程机械行业：2026Q2工程机械行业共有33家公司获得基金增持，其中三一重工获基金增持42,906.44万股。表4：2026Q2基金对工程机械行业公司增持持股数量及市值变化情况持股数量（万股） 持股市值（万元）2026Q2变动2026Q2变动2026Q2变动三一重工60,476.4642,906.441,045,114.27707,418.60徐工机械91,668.8915,708.60741,660.23-24,019.53山推股份17,022.2113,786.85171,073.16133,478.39中联重科30,587.8111,200.47213,337.1346,606.00杭叉集团5,524.585,107.20131,816.39121,590.77海伦哲5,118.094,244.10107,838.2098,547.69铁建重工7,013.783,984.9528,195.3811,870.03恒立液压7,547.023,931.54811,781.58464,695.19安徽合力5,570.093,604.7291,126.6955,710.74浙江鼎力4,159.382,505.33176,773.7596,750.76艾迪精密2,296.472,278.6253,852.1653,501.77华东重机2,071.492,071.4913,381.8313,381.83同力股份4,733.071,672.3277,953.7222,860.14山河智能1,190.74638.188,609.072,939.74中际联合2,010.16631.3684,265.7127,831.43五新智能651.39534.2619,795.7015,190.21诺力股份520.47515.838,437.708,343.60福事特755.62422.5427,731.1215,307.20万通液压705.54391.4818,464.048,385.76中力股份397.09314.1614,517.6211,814.89天元智能131.75131.751,706.211,706.21金道科技131.49124.642,857.362,669.53厦工股份85.5085.50219.74219.74南方路机73.4073.401,820.321,820.32长龄液压64.0564.056,148.386,148.38邵阳液压63.4263.422,133.552,133.55威博液压63.0463.04825.85825.85拓山重工56.6856.682,689.472,689.47唯万密封153.5452.165,928.342,966.02志高机械17.4517.45307.72307.72永达股份17.1316.57226.43217.55恒立钻具6.856.85121.40121.40铁拓机械0.750.7512.0012.00自动化设备行业：2026Q2自动化设备行业有72家公司获增持，其中创世纪获增持9,662.89万股。表5：2026Q2基金对自动化设备行业公司增持持股数量及市值变化情况持股数量（万股） 持股市值（万元）2026Q2变动2026Q2变动2026Q2变动创世纪9,665.349,662.89131,641.88131,623.21汇川技术21,338.373,833.831,415,466.67242,617.72锐科激光3,672.653,584.53194,980.90192,605.20华工科技3,835.333,026.98708,040.88624,376.38大族激光16,523.132,908.042,480,287.161,645,954.40科瑞技术3,757.662,041.51206,070.06160,420.60联赢激光2,965.581,639.0991,636.3060,198.50怡合达1,623.071,613.5543,839.0943,621.77海目星1,653.901,467.92138,795.48129,738.30中控技术14,274.301,426.011,677,230.43849,158.22大豪科技1,694.221,408.8023,109.1319,181.73固高科技2,851.021,322.1590,630.8044,764.78博杰股份1,582.681,318.57224,741.07206,200.51博众精工1,380.051,234.6786,894.2379,215.28瑞松科技1,514.721,126.02161,241.89142,086.53雷赛智能2,275.14907.85126,907.1078,231.74天准科技2,711.29885.01345,147.79238,803.49德龙激光962.72880.0692,430.6488,591.08英威腾780.42780.425,533.165,533.16鼎智科技1,2