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Hong Kong stock concept tracking | Hudong-Zhonghua obtains orders for two LNG refueling vessels from Total Energy, China's shipbuilding industry maintains global leadership (with concept stocks)
According to Clarkson's statistics, global new ship orders in the first half of 2024 remained the same as the same period last year, maintaining a very good signing pace.
Soochow Securities: Terminal demand for heavy truck industry is flat, new energy funds perform well.
Over the next 24 years, as the economy weakly recovers, the growth of road freight volume is providing support for maintain quantity. The high oil and gas price differential is driving the continuous growth of natural gas heavy trucks due to economic reasons. Policy-driven new energy heavy trucks are being accelerated. High export growth in non-Russian regions offsets the decline in Russia, and the entire year's exports have resilience. The elimination of old trucks may lead to substantive subsidy policies to scrap National III/IV vehicles.
Hong Kong stock market concept tracking | China has secured more than 70% of global orders, and the shipbuilding industry has entered a period of "high prosperity range" (including concept stocks).
On July 16th, the Ministry of Industry and Information Technology released the latest data for China's shipbuilding industry in the first half of 2024. The three major indicators of China's shipbuilding industry continue to steadily grow and are globally leading.
China Securities Co., Ltd.: The overall prosperity of the military industry sector is expected to usher in a recovery.
China Securities Co.,Ltd. research reports pointed out that since late June this year, a series of military industry enterprises have continuously disclosed large-scale order amounts, which is expected to have a positive impact on the operational performance in 2024.
The Three-year Decline in Earnings for CSSC Offshore & Marine Engineering (Group) HKG:317) Isn't Encouraging, but Shareholders Are Still up 152% Over That Period
Hong Kong stock concept tracking | Shanghai Port's export ships exceeded 30.7 billion yuan in the first half of the year, and the shipbuilding industry continues to be highly prosperous (with concept stocks).
In the first half of the year, Shanghai port exported ships worth over 30.7 billion yuan, a 73% year-on-year increase.
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