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Soochow Securities: Terminal demand for heavy truck industry is flat, new energy funds perform well.
Over the next 24 years, as the economy weakly recovers, the growth of road freight volume is providing support for maintain quantity. The high oil and gas price differential is driving the continuous growth of natural gas heavy trucks due to economic reasons. Policy-driven new energy heavy trucks are being accelerated. High export growth in non-Russian regions offsets the decline in Russia, and the entire year's exports have resilience. The elimination of old trucks may lead to substantive subsidy policies to scrap National III/IV vehicles.
CRRC Corporation Limited Goes Ex Dividend Monday
Shandong Longertek Technology (300594.SZ): the variable frequency intelligent rail vehicle air conditioning system developed and produced has been applied to self-driving subway vehicles manufactured by CRRC Corporation in China.
Longertek Technology (300594.SZ) stated on the investor interaction platform on July 19th that the development of vehicle-to-road cooperation and self-driving technology is of great significance for promoting the construction of smart transportation and smart cities. In this process, the coordinated development of various industries and technologies is crucial. Currently, the company's variable frequency intelligent rail vehicle air conditioning system developed and produced has been applied to the self-driving subway vehicles manufactured by CRRC Corporation.
China Galaxy Securities: Railroad investment in 24H1 reached a new high, new line construction exceeded expectations.
With the triple logic of equipment renewal, passenger flow recovery, and overhaul cycle, the rail transit industry has ushered in a new round of prosperous development, and railroad investment is expected to remain at a high level.
Avichina (02357) rose 4.52% on strong buying interest. Institutions believe that the valuation of state-owned enterprises in the aviation industry has the basis and potential for continuous improvement.
King Golden Financial News | The special valuation sector is strongly pushing higher. Minmetals Land (00230) rose 4.88%, Avichina (02357) rose 4.52%, China Railway Signal & Communication Corporation (03969) rose 3.68%, COSCO Ship Engy (01138) rose 3.47%, PICC P&C (02328) rose 3.14%, CRRC Corporation (01766) rose 2.52%. Sealand Securities said that the valuation of central SOEs has the basis and possibility of continuous improvement. Against the background of deepening reforms, the profit-making ability of SOEs is relatively strong, and the financing channels for high-quality assets are constantly expanding, which has played a key role in stabilizing the capital markets.
Market Chatter: CRRC Unit Rolls Out Bogies for High-Speed Trains; Shares Rise 3%
CRRC (HKG:1766, SHA:601766) subsidiary Changchun Railway Vehicles rolled out a railway bogie for trains running at 400 kilometers per hour, Xinhua News Agency reported Wednesday.The new bogie is 20%
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