Binglun Environment said at an investor event its data-center chiller business posted confirmed receipts of about RMB800 mln in 1H, up 43% YoY, lifting the segment to 22% of total revenue and making it a primary growth driver. Continued strength in North American data-center construction is supporting related product profitability.

据CNBC报道，白宫在美加贸易战中采取了重大升级措施。主要包括三个方面：1. 扩大征收50%关税的商品清单；2. 明确232条款关税将叠加在这些关税之上；3. 将部分目前已经面临50%关税的商品进一步升级为直接禁止进口。 其中，“关税叠加”这一点可能意义重大，尤其是对钢铁、铝以及其他金属产品而言。而直接实施进口禁令，部分原因似乎在于，此次所依据的法律条款不允许征收高于50%的关税，但似乎允许实施进口禁令。 目前，还没有此次措施将影响多少贸易额的具体估算。但可以明确的是，这是一次明显的升级。纵观特朗普两个任期以来所有关于关税的言论和行动，他还不曾利用贸易法直接禁止某些产品进口，更不用说这些产品还来自一个主要贸易伙伴和邻国。

Southwest Securities says Aug 2026 saw construction machinery volumes rebound at the tail of the slow season into the September–October window, with excavator sales accelerating and exports rising faster than expected; loaders logged positive growth domestically and abroad. The brokerage attributes momentum to a replacement cycle, export-led demand and a spreading wave of price increases; industry competition is shifting from price-driven compression to profit recovery, with leaders having implemented excavator price hikes and price rises now extending to cranes. FX headwinds into 2026 Q3 may ease marginally versus last year’s H2 negative-contribution low base, potentially unlocking earnings leverage for market leaders. It recommends prioritizing high-share, export-strong, margin-resilient OEMs and core component suppliers to capture an earnings catalyst from price realization, production delivery and FX improvement.