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Is Now An Opportune Moment To Examine Jiangsu Hengli Hydraulic Co.,Ltd (SHSE:601100)?
GTJA: The industrialization of humanoid robots is accelerating, and the screw rod market is expected to welcome a growth opportunity in the hundred-billion level.
The application of lead screws in the field of humanoid robots has made significant progress and is expected to bring a wide market growth potential.
China Securities Co.,Ltd.: Under the disturbance of the Spring Festival, January's sales of Construction Machinery exceeded expectations, and both domestic and international markets may experience a synchronous upward trend.
It is expected that the domestic and overseas markets for Construction Machinery will see an upward resonance in 2025, with leading companies' profit margins continuing to improve and the fundamentals remaining positive.
Open Source Securities: Construction Machinery will experience a "resonance" of internal and external demand. Flexibility depends on domestic sales, while new highs are expected from going abroad.
Looking back on the excavator cycle, it takes about ten years for Construction Machinery to complete a full cycle, which is close to the average lifespan of an excavator; however, the current cycle is expected to be shorter, mainly due to the miniaturization of Construction Machinery and the increase in domestication rate.
Soochow Securities: The investment process of Chinese enterprises in Africa is accelerating, with growing demand for mining and Infrastructure in the future.
In 2024, leading domestic manufacturers have achieved rapid growth in the African region. Combined with the proactive overseas development intention of domestic manufacturers and the market expansion trend driven by mining and urbanization in Africa, Soochow believes that the African Construction Machinery market is likely to become one of the core driving forces for domestic manufacturers to achieve performance growth in the coming years.
The Returns At Jiangsu Hengli HydraulicLtd (SHSE:601100) Aren't Growing
Earnings Not Telling The Story For Jiangsu Hengli Hydraulic Co.,Ltd (SHSE:601100)