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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.
Hong Kong stock Concept tracking | The busy season for Construction Machinery starts, signs of recovery in domestic sales in the Industry are emerging (including concept stocks)
On March 5, the A-share Construction Machinery Sector performed strongly, with several individual stocks showing significant gains. In addition to Guangxi Liugong Machinery (000528.SZ) reaching its daily limit, Shantui Construction Machinery (000680.SZ), Sany Heavy Industry (600031.SH), and XCMG Construction Machinery (000425.SZ) also all rose.
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.
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