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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.
China Securities Co.,Ltd.: Under the disturbance of the Spring Festival, January's sales of Construction Machinery exceeded expectations, and both domestic and international markets may experience a synchronous upward trend.
It is expected that the domestic and overseas markets for Construction Machinery will see an upward resonance in 2025, with leading companies' profit margins continuing to improve and the fundamentals remaining positive.
XCMG Crane Kicks Off 2025 With Multiple Overseas Orders Delivered, Bolstering Global Market Presence
XCMG Construction Machinery's (SZSE:000425) Investors Will Be Pleased With Their Favorable 76% Return Over the Last Five Years
XCMG Construction Machinery (000425.SZ): The company's unmanned mining trucks operate twenty-four hours a day in open-pit mines.
On February 8, Ge Long Hui reported that XCMG Construction Machinery (000425.SZ) stated on the interactive platform that, 1. The company has developed firefighting vehicles including aerial platform fire trucks, ladder fire trucks, and elevated spraying fire trucks for high-rise buildings, oil and chemical facilities, and other tall structures. It currently holds the number one market share in the domestic market. These fire trucks are equipped with various arms such as straight arms, curved arms, and combinations, as well as various operational devices like working buckets, ladders, firefighting cannons, and demolition tools, enabling high-altitude personnel rescue, fire extinguishing, and demolition rescue. 2. The company has developed drainage robots for complex environments such as urban overpasses, underground parking lots, and subway stations to address drainage issues.
Open Source Securities: Construction Machinery will experience a "resonance" of internal and external demand. Flexibility depends on domestic sales, while new highs are expected from going abroad.
Looking back on the excavator cycle, it takes about ten years for Construction Machinery to complete a full cycle, which is close to the average lifespan of an excavator; however, the current cycle is expected to be shorter, mainly due to the miniaturization of Construction Machinery and the increase in domestication rate.
There's Been No Shortage Of Growth Recently For XCMG Construction Machinery's (SZSE:000425) Returns On Capital
