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Hong Kong stock market concept tracking: Sales of construction machinery industry rebound, with demand in the midstream machinery industry in a weak recovery trend (with concept stocks)
Multiple institutions indicate that excavator export sales are expected to turn positive in the second half of the year.
Changjiang Securities: Domestic repair product line diffusion, excavator exports expected to turn positive in a single month.
The domestic cycle trend is clear, with short-term sales improvement of product lines, such as loaders and other non-excavation products, being diffused from excavators. In the medium and long term, driven by natural equipment updates, policy stimulus, electrification and other factors, the industry is expected to accelerate its upward trend, and the leading companies are expected to continue to benefit.
Haitong Sec: Mid-to-high-end manufacturing has strong resilience, and the home appliance, autos and machinery industries may perform relatively steadily.
ZhITong Finance APP learned that Haitong Securities released research reports stating that under the disturbance of Sino-US trade relations, home appliances, autos, and machinery may perform relatively steadily thanks to their supply advantages and demand hedging.
Northeast securities: siasun robot&automation industry has diversified development, and the data of construction machinery continues to improve.
More companies participated in this AI conference, and the product side is more mature. Domestic robot companies include Tesla, Kepler, Dato, and Tianlian. From the perspective of application scenarios, there is an accelerating trend of exploration in commercial areas such as hospitals, retirement homes, education and research within this year.
CRCCE (01786): Lu Jing nominated as a non-executive director.
The Zhitong Finance APP reported that CRCCE (01786) announced on July 8, 2024 that Lv Jing was nominated as a non-executive director of the company.
CRCCE (01786.HK): Zhou Huipeng resigns from the position of executive director of the company.
CRCCE (01786.HK) announced on July 2nd that the board of directors received the resignation report from director Zhou Huipeng, effective July 2, 2024, due to job changes. Therefore, Zhou Huipeng resigned from the position of director.
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