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In July, the actual sales volume of Henry Hub natural gas heavy trucks was 0.0179 million, a significant increase of 69% compared to the same period last year. The market is not optimistic in August.
In July 2024, domestic sales of Henry Hub natural gas heavy trucks reached 0.0179 million, a 10% increase compared to June of this year, and a 69% increase year-on-year. The year-on-year growth rate expanded by 40 percentage points compared to last month (+29%).
Citic Sec: Equipment update policy is implemented, equipment investment in related fields is expected to accelerate.
For equipment updates and the scrapping and updating of old operational ships, the National Development and Reform Commission will take the lead in arranging approximately 148 billion yuan of ultra-long-term special national bonds to implement support policies for large-scale equipment updates.
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
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