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Soochow Securities: December excavator sales slightly exceeded expectations, focusing on current opportunities for low-level investments in Construction Machinery.
Looking ahead to 2025, the domestic market is in a cyclical uptrend, and excavator sales are expected to maintain approximately 10% growth; regarding the export market, by 2025, the impact of elections in various regions will be largely eliminated, coupled with a mild economic recovery in major areas, resulting in a significant narrowing of the decline in excavator sales.
Donghai Securities: Excavator sales reached 200,000 units for the year, and large hydropower projects have been approved, boosting demand.
It is recommended to pay attention to leading companies that have a deep overseas layout, high brand recognition, a complete product matrix, efficient cost management, and strong research and development capabilities.
Individual Investors Among Shantui Construction Machinery Co., Ltd.'s (SZSE:000680) Largest Shareholders, Saw Gain in Holdings Value After Stock Jumped 3.8% Last Week
Shantui Construction Machinery (000680.SZ): In the first three quarters of 2024, the equity distribution is 10 shares for 0.30 yuan, with the ex-dividend date on January 8.
Gelonghui, December 30: Shantui Construction Machinery (000680.SZ) announced that the cash distribution plan for the first three quarters of 2024 is as follows: based on a total share capital of 1,500,327,412 shares, a cash dividend of 0.30 yuan (tax included) per ten shares will be distributed to all Shareholders, totaling 45,009,822.36 yuan in cash dividends. The equity registration date is January 7, 2025; the ex-dividend date is January 8, 2025.
Soochow: Bullish on Construction Machinery for next year's domestic and international resonance, with mining and electrification contributing new growth points.
Soochow released a Research Report stating that during the current down cycle of Construction Machinery, companies focus on reducing costs and increasing efficiency, controlling risks, and improving profitability through cost optimization and structural improvement.
Shantui Construction Machinery Chairman Steps Down; Successor Named
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