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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
Unfortunately for some shareholders, the Kaisa Capital Investment Holdings Limited (HKG:936) share price has dived 29% in the last thirty days, prolonging recent pain. The recent drop completes a d
CICC: What determines the domestic demand cycle for excavators?
It is expected that adjustments in real estate policies may drive real estate starts to bottom up, which in turn will gradually drive domestic demand for excavators to bottom up.
Orient Securities: Domestic sales of excavators accelerated in April, construction started and improved month-on-month
Domestic sales of excavators have been growing for two consecutive months, which is expected to boost confidence in the industry's development to a certain extent. The growth rate of export sales fluctuates downward or is affected by a high base over the same period and demand differentiation in overseas markets.
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