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Guotai Junan: Excavator growth of 18.5% in March, with significant improvements in working hours and utilization rate.
Overall, in 2025, the Construction Machinery Industry faces both opportunities and challenges, with opportunities outweighing risks.
Hong Kong Stock Concept Tracking | In January and February, excavator exports surged year-on-year, Institutions are Bullish on the domestic Construction Machinery exceeding expectations recovery (including Concept stocks).
CME predicts that domestic excavator sales will increase by 22% year-on-year in March.
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.
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.
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.
ZHAOBANGJI LIFE: Interim Report 2024/25