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Caixin Securities: National policies help boost domestic demand, and the excavator market remains prosperous.
The Ministry of Industry and Information Technology has issued guidance on the renewal of key industrial equipment, continuously strengthening the foundation of industrial economic operation, promoting the expansion of domestic demand in our country, and the development space of excavators is growing synchronously. bullish on valuation repair, maintaining the 'leading big market' rating.
Improved Earnings Required Before Zoomlion Heavy Industry Science and Technology Co., Ltd. (SZSE:000157) Shares Find Their Feet
Hong Kong stock concept tracking | The Ministry of Industry and Information Technology is planning a new round of policies to stabilize growth in the manufacturing industry, with excavator sales gradually stabilizing (includes related stocks).
On December 3rd, the relevant person in charge of the Ministry of Industry and Information Technology stated that the Ministry will focus on promoting the stable growth of the equipment manufacturing industry, planning a new round of policies to ensure stable growth in the equipment manufacturing industry, and promoting the introduction of measures to increase production.
Sinolink: From "small iron factories in county towns" to a construction machinery giant, the Komatsu model may be replicated in the domestic construction machinery industry.
Currently, domestically produced construction machinery has achieved domestic substitution in the main engine market, but the emphasis on the after-sales market is not enough. Strengthening after-sales markets such as maintenance and repair, and spare parts is key to enhancing revenue stability and sustainability.
Huafu Securities: Domestic demand continues to recover, cme predicts a 13% increase in excavator sales in November.
According to construction machinery magazine statistics, cme estimates that the sales of excavators (including exports) in November 2024 will be around 16,900 units, an increase of around 13% year-on-year. In the long term, domestic demand improvement and continued overseas expansion are the industry's main growth drivers.
Zoomlion Presenta Maquinaria Innovadora Y Soluciones Inteligentes En Bauma CHINA 2024
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