东海证券则指出，随着大规模设备更新政策和房地产金融政策陆续落地，国内内需逐步复苏回暖。海外方面，国内企业正在布局海外售前售后网络，建立海外当地产能，进入全球化加速期市场渗透率逐步提升，有效平滑国内外周期。建议关注海外深度布局，品牌认可度高，产品矩阵完善，费用利用高效，研发实力强劲的机械设备龙头企业。Zoomlion (01157) rose more than 4%, as of press time, up by 3.28%, at 5.04 Hong Kong dollars, with a turnover of 68.6393 million Hong Kong dollars.
According to the Wisdom Finance APP, Zoomlion (01157) rose more than 4%, as of press time, up by 3.28%, at 5.04 Hong Kong dollars, with a turnover of 68.6393 million Hong Kong dollars.
China Merchants Securities pointed out that at a recent State Council Information Office press conference, the People's Bank of China, China Banking and Insurance Regulatory Commission, and National Development and Reform Commission successively expressed support for local debt, expecting various ministries to continue to intensify their support for local debt work. With the continuous strengthening of local debt policy, the receivables recovery of the instrument and testing industry will see a significant improvement, with the possibility of reversing some previously provided impairments, and the balance sheet will be restored. In addition, with the increased intensity of local debt, infrastructure projects that were originally halted or terminated due to local debt are expected to resume, and infrastructure construction is expected to recover.
Donghai Securities pointed out that with the successive implementation of large-scale equipment renewal policies and real estate financial policies, domestic demand is gradually recovering and warming up. Overseas, domestic enterprises are deploying overseas pre-sales and after-sales networks, establishing local production capacity overseas, entering a period of accelerated globalization market penetration, gradually increasing market share, and effectively smoothing domestic and international cycles. It is recommended to focus on leading machinery equipment companies with deep overseas layout, high brand recognition, complete product matrix, efficient cost utilization, and strong research and development capabilities.
