Orient Securities released a research report saying that the export volume of excavators accelerated in November, reflecting a rise in prosperity. From the perspective of exporting countries, the increase in export volume is mainly structural, reflecting the strengthening of the competitiveness of China's construction machinery, which is conducive to increasing the certainty of future exports. Furthermore, the bank also observed that exports from used mobile phones are heavily driven. The bank expects that exports of used mobile phones will help increase the utilization rate of domestic holdings and contribute to the long-term healthy growth of the industry. The bank believes that the market's expectations for an improvement in the health of the industry will rise, which will also lead to a decline in risk assessments, which will benefit investment opportunities for mid-market blue-chip companies. Some related targets: Hengli Hydraulic, Liugong, Zhonglian Heavy Industries, Xugong Machinery.

Zhitongcaijing · 2d ago
Orient Securities released a research report saying that the export volume of excavators accelerated in November, reflecting a rise in prosperity. From the perspective of exporting countries, the increase in export volume is mainly structural, reflecting the strengthening of the competitiveness of China's construction machinery, which is conducive to increasing the certainty of future exports. Furthermore, the bank also observed that exports from used mobile phones are heavily driven. The bank expects that exports of used mobile phones will help increase the utilization rate of domestic holdings and contribute to the long-term healthy growth of the industry. The bank believes that the market's expectations for an improvement in the health of the industry will rise, which will also lead to a decline in risk assessments, which will benefit investment opportunities for mid-market blue-chip companies. Some related targets: Hengli Hydraulic, Liugong, Zhonglian Heavy Industries, Xugong Machinery.