Donghai Securities: Excavator sales reached 200,000 units for the year, and large hydropower projects have been approved, boosting demand.

It is recommended to pay attention to leading companies that have a deep overseas layout, high brand recognition, a complete product matrix, efficient cost management, and strong research and development capabilities.

Zhitong FinanceJan 9 17:08

Guangxi Liugong Machinery (000528.SZ) has repurchased a total of 10.4604 million shares, costing 0.116 billion yuan.

Guangxi Liugong Machinery (000528.SZ) announced that as of December 31, 2024, the total buyback through centralized bidding has reached...

Zhitong FinanceJan 3 18:57

Research Reports on Gold Digging丨Soochow: Maintains "Buy" rating for Guangxi Liugong Machinery, 2025 performance targets showcase confidence.

Gelonghui, January 3 | Soochow Research Reports pointed out that Guangxi Liugong Machinery (000528.SZ) will still be one of the fastest-growing companies in profit within the Construction Machinery Sector in 2025. There is still significant room for profit margin improvement compared to Other leading companies in the Construction Machinery sector, and the performance growth is highly certain. The company's decision to include the performance target for 2025 in the Board of Directors' resolution also demonstrates confidence in its high performance growth, with expectations to ensure performance growth through multiple efforts from the supply side, production side, and product structure side. Additionally, the company has bound 974 senior executives and core technical personnel, with performance assessment Indicators focusing on quality of Operation, reflecting the company's confidence in development.

Gelonghui FinanceJan 3 16:33 · Ratings

Guangxi Liugong Machinery (000528): Announced the 2025 Operation plan, expecting 2024 revenue/profit to increase by 15%/35% year-on-year.

It is expected to achieve an income of 34.6 billion yuan in 2025, with a sales net margin increasing by more than one percentage point. On December 27th, Guangxi Liugong Machinery announced that the company reviewed and approved the financial budget for 2025: the company's budget for 2025 is expected to be.

SoochowJan 2 13:37

Compete for the trillion-dollar overseas "big cake," as construction machinery giants accelerate "going global" by 2025.

① The domestic Construction Machinery market has entered a phase of stock adjustment. This year, domestic manufacturers are focusing on increasing their overseas market share while stabilizing gross margin. ② The industry expects that next year's overseas market incremental demand will be more certain than in the domestic market, with export growth maintaining at over 10%. ③ Against the backdrop of equipment upgrades and policies favoring a stable real estate market, it is anticipated that domestic market demand will remain relatively stable next year.

cls.cnDec 30, 2024 07:27

Guangxi Liugong Machinery (000528.SZ): It is expected that in the first half of 2025, a 200-ton ultra-large excavation product will come off the production line.

Gelonghui reported on December 27 that Guangxi Liugong Machinery (000528.SZ) stated on the investor interaction platform that the company is continuously increasing R&D investment in large and ultra-large equipment based on working conditions and market customer demand. Currently, 13-ton ultra-large loaders and ultra-large excavators ranging from 90 tons to 125 tons have been applied in open-pit mines and large-scale hydropower Water Conservancy scenarios. The channels for major customers are continually expanding, especially the market share for medium to large excavators and ultra-large excavators has rapidly increased. With technological breakthroughs, it is expected that a 200-ton ultra-large excavator product will come off the production line in the first half of 2025, while R&D for products of 400 tons and above is also steadily progressing.

Gelonghui FinanceDec 27, 2024 15:35