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Soochow Securities: The construction machinery industry's beta bottom is marginal and is expected to usher in resonance between domestic and foreign sales.
Soochow Securities released research reports indicating that the bottom margin of the construction machinery industry's beta is moving up, and is expected to welcome resonance between domestic and foreign markets. In the long run, electrification is expected to become the breakthrough for the global construction machinery industry, and the increasing penetration rate of electrification is bullish for the broad market space.
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Huachuang Securities: In June, the repair of domestic and foreign sales of excavators continued, and the demand for equipment updates is expected to continue to drive the industry upwards.
After experiencing a rapid decline for over two years, the excavator market has shown a steady recovery since March this year, with a year-on-year improvement in sales volume. Considering the rigid demand for updates, the recovery is expected to continue.
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Soochow Securities: Electrical construction machinery breakthrough, looking forward to domestic brands overtaking through electrification.
Soochow Securities released a research report stating that in the long run, electrification is expected to become the breakthrough for construction machinery to achieve overtaking on curves. Currently, electric products have begun to make breakthroughs in technology and are bullish on the vast development space brought by the increase in electrification penetration.
GTJA: Steady expansion of overseas market combined with low base, excavator sales expected to recover in the second half of the year.
With export substitution resilience unchanged, electric power efficiency gains momentum and domestic real estate infrastructure policy support, excavator sales are expected to rebound.
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