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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.
Shantui Construction Machinery (000680.SZ): Currently, the company's business in the United States accounts for a small proportion.
On November 27, Gelonghui reported that shantui construction machinery (000680.SZ) stated on the investor interaction platform that currently, the company's business in the usa accounts for a small proportion, and the overall increase in tariffs in the usa has a limited impact on the company's profits. The company will continue to monitor the dynamics of tariffs in the usa.
Shantui Construction Machinery (SZSE:000680) Shareholders Will Want The ROCE Trajectory To Continue
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.
Shantui Construction Machinery Applies for 1 Billion Yuan Credit; Shares Down 3%
Shantui Construction Machinery (SZSE:000680) Sheds 7.9% This Week, as Yearly Returns Fall More in Line With Earnings Growth
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