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.
CICC: What determines the domestic demand cycle for excavators?
It is expected that adjustments in real estate policies may drive real estate starts to bottom up, which in turn will gradually drive domestic demand for excavators to bottom up.
Orient Securities: Domestic sales of excavators accelerated in April, construction started and improved month-on-month
Domestic sales of excavators have been growing for two consecutive months, which is expected to boost confidence in the industry's development to a certain extent. The growth rate of export sales fluctuates downward or is affected by a high base over the same period and demand differentiation in overseas markets.
Tak Lee Machinery Holdings' (HKG:2102) Anemic Earnings Might Be Worse Than You Think
China Construction Machinery Industry Association: Sales of 24,980 excavators of various types fell 2.34% year on year in March 2024
March 2024 Construction Machinery Industry Major Product Sales Report
Tak Lee Machinery's Attributable Profit Rises in Fiscal H1
TAK LEE MACH: INTERIM REPORT 2023-2024
Deli Machinery (02102) announced its interim results, with net profit of HK$8.51 million, an increase of 57% over the previous year
Deli Machinery (02102) announced results for the six months ended January 31, 2024, with revenue of HK$132.6 million...
TAK LEE MACH: INTERIM RESULTS ANNOUNCEMENT FOR THE SIX MONTHS ENDED 31 JANUARY 2024
China Construction Machinery Industry Association: In January-February, China's construction machinery import and export trade volume was US$7.856 billion, up 6.3% year-on-year
The China Construction Machinery Industry Association disclosed the January-February construction machinery product import and export report.
Tak Lee Machinery Forecasts Up to 60% Profit Growth for Fiscal H1
Deli Machinery (02102) expects net profit to increase by about 50% to 60% year-on-year in the medium term
Deli Machinery (02102) announced that the group expects net profit for the six months ending January 31, 2024 to be compared...
TAK LEE MACH: POSITIVE PROFIT ALERT
Deli Machinery (02102.HK) plans to hold a board meeting on March 26 to consider and approve the interim results
Gelonghui, March 8, 丨 Deli Machinery (02102.HK) announced that a board meeting is scheduled to be held on March 26, 2024 (Tuesday) to consider and approve the unaudited consolidated financial results and announcements of the Company and its subsidiaries for the six months ended January 31, 2024, and to consider declaring an interim dividend (if any).
Stable Growth Forecast for China's Machinery Makers This Year
China Construction Machinery Industry Association: Sales of 1,456 truck cranes of various types in October fell 10.9% year-on-year
According to statistics from the China Construction Machinery Industry Association on major grader manufacturers, 476 graders of various types were sold in October 2023, a year-on-year decrease of 21.2%, including 68 in China, a year-on-year decrease of 32.7%.
TAK LEE MACH: ANNUAL REPORT 2023
TAK LEE MACH: ANNUAL RESULTS ANNOUNCEMENT FOR THE YEAR ENDED 31 JULY 2023
TAK LEE MACH: INTERIM REPORT 2022-2023
TAK LEE MACH: INTERIM RESULTS ANNOUNCEMENT FOR THE SIX MONTHS ENDED 31 JANUARY 2023
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