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Northeast Securities: Excavator cycle bottoming out, overseas markets open up growth space.
Policy stimulus combined with a considerable scale of stock and old markets will help excavator sales in the domestic market to achieve a bottom stabilization this year.
Citic Sec: Equipment update policy is implemented, equipment investment in related fields is expected to accelerate.
For equipment updates and the scrapping and updating of old operational ships, the National Development and Reform Commission will take the lead in arranging approximately 148 billion yuan of ultra-long-term special national bonds to implement support policies for large-scale equipment updates.
Hong Kong stock market concept tracking: Sales of construction machinery industry rebound, with demand in the midstream machinery industry in a weak recovery trend (with concept stocks)
Multiple institutions indicate that excavator export sales are expected to turn positive in the second half of the year.
Haitong Sec: Mid-to-high-end manufacturing has strong resilience, and the home appliance, autos and machinery industries may perform relatively steadily.
ZhITong Finance APP learned that Haitong Securities released research reports stating that under the disturbance of Sino-US trade relations, home appliances, autos, and machinery may perform relatively steadily thanks to their supply advantages and demand hedging.
Northeast securities: siasun robot&automation industry has diversified development, and the data of construction machinery continues to improve.
More companies participated in this AI conference, and the product side is more mature. Domestic robot companies include Tesla, Kepler, Dato, and Tianlian. From the perspective of application scenarios, there is an accelerating trend of exploration in commercial areas such as hospitals, retirement homes, education and research within this year.
Kaisa Capital Investment Holdings Limited's (HKG:936) 29% Share Price Plunge Could Signal Some Risk
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