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Greater infrastructure support is "on the way". How elastic are the orders in the Construction Machinery Industry?
① This year's government work report further releases Bullish Signals, supporting "two重" construction with greater intensity; ② Orders for related Construction Machinery companies show signs of recovery after the Spring Festival, and after the start of several major Infrastructure projects this year, the order volume for machinery manufacturers is expected to rise.
ZOOMLION (000157.SZ): has a very comprehensive market layout in the Eastern Europe and Central Asia regions.
On March 5, Gelonghui reported that ZOOMLION (000157.SZ) stated on an investor interaction platform that the company has a very well-established market layout in Eastern Europe and Central Asia, including a significant number of local staff, outlets, warehouses, and production bases, which can effectively utilize the company's direct sales advantages to coordinate resources across regions to quickly seize market opportunities.
Zoomlion Heavy Industry Science and Technology Co., Ltd.'s (SZSE:000157) Largest Shareholders Are Retail Investors Who Were Rewarded as Market Cap Surged CN¥3.1b Last Week
CTP Signs Up Zoomlion Factory at Hungarian Logistics Park
Zoomlion to Build Smart Factory for Aerial Work Platforms in Hungary
Founder Securities: The overseas market for Construction Machinery is vast. It is recommended to focus on main engine manufacturers like Sany Heavy Industry (600031.SH).
China is the largest Construction Machinery market in the world, accounting for 18.7% of global sales revenue and nearly 1/5 of the global market size, but there is still significant room for growth in overseas markets.
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