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China Construction Machinery Industry Association: From January to February, the import and export trade volume of construction machinery in our country increased by 7.27% year-on-year.
According to customs data, in January 2025, China's Construction Machinery import and export trade amounted to 4.923 billion US dollars, a year-on-year increase of 14.1%.
Greener Development, Brighter Future: Zoomlion to Exhibit Green Intelligent Equipment at Bauma 2025, Leading the Industry Towards a Sustainable Future
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.
Zhaoyin International: The sales data for non-earthmoving Machinery in February is mixed, continuing a Bullish outlook on earthmoving Machinery.
Forklifts and Autos have achieved growth in both domestic and international markets, while tower cranes (which are highly related to Real Estate) and aerial work platforms, despite having a low base, still fell by 33% and 24% respectively in the China market.
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.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
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