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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.
Shantui Construction Machinery Co., Ltd. (SZSE:000680) Looks Inexpensive But Perhaps Not Attractive Enough
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.
Soochow Securities: The investment process of Chinese enterprises in Africa is accelerating, with growing demand for mining and Infrastructure in the future.
In 2024, leading domestic manufacturers have achieved rapid growth in the African region. Combined with the proactive overseas development intention of domestic manufacturers and the market expansion trend driven by mining and urbanization in Africa, Soochow believes that the African Construction Machinery market is likely to become one of the core driving forces for domestic manufacturers to achieve performance growth in the coming years.
Overview of the lifting of restrictions on trading A-shares | January 27.
According to the Zhituo Finance APP, on January 27, 22 listed companies had their restricted shares unlocked, with a total market value of approximately 76.517 billion yuan. The specific conditions for the restricted shares unlocked today are as follows: Stock Abbreviation Stock Code Type of Restricted Shares Number of Shares Unlocked Shenzhen Ecobeauty 000010 Stock-based Incentive 45.48 million Jiangsu Eastern Shenghong 000301 Issuance of A-Shares for Institutional Allocation 1.112 billion Shantui Construction Machinery 000680 Stock-based Incentive 7.6725 million Xi'an Catering 000721 Issuance of A-Shares for Original Shareholder Allocation 74.8584 million Angang Steel 000898 Stock-based Incentive 120.
Shantui Construction Machinery (SZSE:000680) Sheds 7.9% This Week, as Yearly Returns Fall More in Line With Earnings Growth