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Hong Kong stock Concept tracking | Construction Machinery exports grow steadily, and the domestic excavator cycle begins to rise (with related concept stocks)
The exposure of the main manufacturers of Construction Machinery to the U.S. market is small, with SANY's exposure at about 3%, ZOOMLION and Guangxi Liugong Machinery both below 1%, and Jiangsu Hengli Hydraulic at about 5%. Overall, the risk is manageable.
Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
Zhongtai Securities: Multiple resonances from policy, industry, and technology will usher in the era of mass production of Siasun Robot&Automation in 2025.
Zhongtai released a Research Reports stating that in terms of policy, "embodied intelligence" has been included in the government work report for the first time, with a high level of importance placed on the strategic level.
The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
ZOOMLION (01157.HK) plans to hold a Board of Directors meeting on April 29 to approve the first-quarter performance.
Gelonghui, April 14 - ZOOMLION (01157.HK) announced that it will hold a Board of Directors meeting on Tuesday, April 29, 2025, to consider and approve (including) the unaudited performance for the first quarter ended March 31, 2025, for the company and its subsidiaries.
ZOOMLION: NOTICE OF BOARD MEETING
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