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Institutional Investors Control 37% of Guangxi Liugong Machinery Co., Ltd. (SZSE:000528) and Were Rewarded Last Week After Stock Increased 3.6%
Caixin Securities: National policies help boost domestic demand, and the excavator market remains prosperous.
The Ministry of Industry and Information Technology has issued guidance on the renewal of key industrial equipment, continuously strengthening the foundation of industrial economic operation, promoting the expansion of domestic demand in our country, and the development space of excavators is growing synchronously. bullish on valuation repair, maintaining the 'leading big market' rating.
gelonhui announcement selection | shanghai new world: the proportion of pan-second-dimensional format in the company's overall business sector is very small; guangxi liugong machinery: plans to spend 0.3 billion yuan-0.6 billion yuan to repurchase shares
【Hotspot Tracking】Shenzhen Kingdom Sci-Tech (600446.SH): Plans to sell all 14.4 million shares of Xing Wang Xin Tong. Shanghai New World (600628.SH): The pan-Subculture sector accounts for a very small proportion of the company's overall business sector. Zhejiang XCC Group (603667.SH): The screw rod product market is still in its preliminary stage, and currently, orders have little impact on the company's performance. 【Project Investment】China Shipbuilding Special Gas (688146.SH): Plans to invest 9.81 million yuan to construct a comprehensive workshop for cylinder grinding and regular inspection. China Shipbuilding Special Gas (688146.SH): Plans to invest 15.97 million yuan to build in the Feixiang District of Handan City.
Sinolink: From "small iron factories in county towns" to a construction machinery giant, the Komatsu model may be replicated in the domestic construction machinery industry.
Currently, domestically produced construction machinery has achieved domestic substitution in the main engine market, but the emphasis on the after-sales market is not enough. Strengthening after-sales markets such as maintenance and repair, and spare parts is key to enhancing revenue stability and sustainability.
Huafu Securities: Domestic demand continues to recover, cme predicts a 13% increase in excavator sales in November.
According to construction machinery magazine statistics, cme estimates that the sales of excavators (including exports) in November 2024 will be around 16,900 units, an increase of around 13% year-on-year. In the long term, domestic demand improvement and continued overseas expansion are the industry's main growth drivers.
China Galaxy Securities: Machinery Central SOEs Improve Profitability with High-Quality Development, Reshaping Value in the Wave of Gold Rush.
As of 2024/11/18, the proportion of central and local state-owned enterprises is 8% and 9% respectively, but their combined total market cap accounts for 30%, with the market cap of individual enterprises mainly ranging from 5-30 billion yuan.
Take Care Before Diving Into The Deep End On Guangxi Liugong Machinery Co., Ltd. (SZSE:000528)
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