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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.
[Brokerage Focus] China Securities Co., Ltd.: January sales of excavation machinery performed better than expected, and it is anticipated that from this year on, Construction Machinery will likely continue to grow well overseas.
Jinwu Financial News | China Securities Co., Ltd. stated that in January, the sales of earth-moving machinery exceeded expectations. Despite the impact of the Spring Festival, the overall sales of excavators and loaders in January achieved growth, with domestic sales remaining nearly flat and export sales slightly increasing, performing better than anticipated. Currently, overseas revenue accounts for nearly 50% of Construction Machinery companies, with some companies exceeding 50%, and the gross margin in overseas markets is higher than in the domestic market. Profits are primarily coming from overseas, and the company believes that future perspectives should focus more on overseas markets. Against the backdrop of interest rate cuts in the USA, there is a more Bullish outlook on non-U.S. overseas supply chains, with expectations that overseas sales of Construction Machinery will continue from 2025.
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.
I like to move it : the holding has changed today