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Brokerage morning meeting highlights: The effect of the real estate market stabilizing after the decline may gradually become apparent, and the Industry valuation may rise.
At today's Brokerage morning meeting, HTSC proposed that the enhancement of Technology attributes may elevate the valuation levels of symbols related to the gaming Industry; Soochow believes that the short-term adjustment in the Construction Machinery Sector does not change the positive trend for the entire year; Galaxy Securities stated that the effects of the real estate market stabilizing may gradually become apparent, and the Industry valuation may rise.
CRCCE (01786.HK) plans to hold a Board of Directors meeting on March 27 to approve the annual performance.
Gelonghui, March 17: CRCCE (01786.HK) announced that a Board of Directors meeting will be held on March 27, 2025 (Thursday) to consider and approve proposals, including the final performance of the company and its subsidiaries for the year ending December 31, 2024, and to consider the payment of a final dividend, if any.
Brokerage morning meeting highlights: There is still significant room for improvement in China Consumer, with service consumption having more space than Commodity consumption.
At today's Brokerage morning meeting, Tianfeng stated that Hong Kong stocks still have appeal for mainland investors from a configuration perspective; China Securities Co.,Ltd. predicted that the growth momentum of construction machinery domestic sales is expected to continue in March; China International Capital Corporation believes that there is still significant room for improvement in Consumer spending, and the space for service consumption is greater than that for Commodity consumption.
New round of cycle starting point? In February, the excavator domestic sales data "exploded" while the main machine manufacturers remain "calm" | Industry observation
① In February of this year, domestic excavator sales increased by 99.4% year-on-year; exports increased by 12.7% year-on-year. ② In Q1, the production scheduling of upstream supporting manufacturers grew rapidly year-on-year, and this year may enter a new rising cycle.
Greater infrastructure support is "on the way". How elastic are the orders in the Construction Machinery Industry?
① This year's government work report further releases Bullish Signals, supporting "two重" construction with greater intensity; ② Orders for related Construction Machinery companies show signs of recovery after the Spring Festival, and after the start of several major Infrastructure projects this year, the order volume for machinery manufacturers is expected to rise.
CRCCE (01786.HK) elected Ma Changhua as the employee representative supervisor and chairman of the supervisory board.
Glory Network reported on January 17 that CRCCE (01786.HK) announced that according to the letter issued by the company's labor union on January 17, 2025, the employee representative assembly elected Ma Changhua as the employee representative supervisor of the company's third supervisor board, with a term starting from January 17, 2025, until the expiration of the term of the company's third supervisor board. Further announced, at the sixth meeting of the company's third supervisor board held on January 17, 2025, Ma Changhua was elected as the chairman of the supervisor board, with a term starting from the date of this election until the expiration of the term of the company's third supervisor board.