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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.
HORIZON CD: Annual Report 2024
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.
The State-owned Assets Supervision and Administration Commission of the State Council: unswervingly strengthen, optimize, and expand state-owned capital and state-owned enterprises.
The 2025 Issue 6 of the "Seeking Truth" magazine published a signed article by the Party Committee of the State-owned Assets Supervision and Administration Commission of the State Council titled "Unwaveringly Strengthening, Optimizing and Expanding State-owned Capital and State-owned Enterprises."
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.
HORIZON CD (09930.HK): A leader in the rental of aerial work platforms, with expected performance growth overseas.
In 2024, the company's revenue grew steadily, with a rapid increase in the proportion of non-asset-driven business. The company achieved revenue of 11.581 billion yuan in 2024, a year-on-year increase of 20.50%; net income attributable to shareholders was 0.896 billion yuan, a year-on-year decline.