The acceleration of globalization transformation has led ZOOMLION's overseas revenue to account for more than half last year | Interpretations

① The company's revenue and Net income attributable to the parent company last year remained basically flat compared to the previous year. ② Last year, the company's share of overseas revenue increased to 51.41%, accelerating the globalization transformation. The company plans to finance through multiple channels and optimize its Assets Institutions.

cls.cnMar 24 19:11 ET

Brokerage morning meeting highlights: The effect of the real estate market stabilizing after the decline may gradually become apparent, and the Industry valuation may rise.

At today's Brokerage morning meeting, HTSC proposed that the enhancement of Technology attributes may elevate the valuation levels of symbols related to the gaming Industry; Soochow believes that the short-term adjustment in the Construction Machinery Sector does not change the positive trend for the entire year; Galaxy Securities stated that the effects of the real estate market stabilizing may gradually become apparent, and the Industry valuation may rise.

cls.cnMar 18 20:24 ET

Brokerage morning meeting highlights: There is still significant room for improvement in China Consumer, with service consumption having more space than Commodity consumption.

At today's Brokerage morning meeting, Tianfeng stated that Hong Kong stocks still have appeal for mainland investors from a configuration perspective; China Securities Co.,Ltd. predicted that the growth momentum of construction machinery domestic sales is expected to continue in March; China International Capital Corporation believes that there is still significant room for improvement in Consumer spending, and the space for service consumption is greater than that for Commodity consumption.

cls.cnMar 12 20:25 ET

New round of cycle starting point? In February, the excavator domestic sales data "exploded" while the main machine manufacturers remain "calm" | Industry observation

① In February of this year, domestic excavator sales increased by 99.4% year-on-year; exports increased by 12.7% year-on-year. ② In Q1, the production scheduling of upstream supporting manufacturers grew rapidly year-on-year, and this year may enter a new rising cycle.

cls.cnMar 10 09:42 ET

Greater infrastructure support is "on the way". How elastic are the orders in the Construction Machinery Industry?

① This year's government work report further releases Bullish Signals, supporting "two重" construction with greater intensity; ② Orders for related Construction Machinery companies show signs of recovery after the Spring Festival, and after the start of several major Infrastructure projects this year, the order volume for machinery manufacturers is expected to rise.

cls.cnMar 5 09:18 ET

The heavy truck Industry may return to growth in 2025, with the New energy Fund market becoming the focus of competition among all companies | Year-end summary.

① In 2024, the heavy truck Industry started strong but declined, with sales dropping more than expected; ② With the release of demand in Cold Chain green transport, express e-commerce, cross-border Transportation, and the elimination and updating of National IV vehicles, along with the shift of industry westward, the industry predicts a recovery in heavy truck market growth in 2025; ③ Sub-sectors are welcoming opportunities, with various companies vying for a share in the New energy Fund market.

cls.cnDec 28, 2024 04:11 ET