Soochow: Bullish on Construction Machinery for next year's domestic and international resonance, with mining and electrification contributing new growth points.

Soochow released a Research Report stating that during the current down cycle of Construction Machinery, companies focus on reducing costs and increasing efficiency, controlling risks, and improving profitability through cost optimization and structural improvement.

Zhitong FinanceDec 25 18:26

Research Reports on opportunities | Soochow Securities: Maintain Jiangsu Hengli Hydraulic 'Buy' rating, firmly Bullish on the company's long-term development prospects.

On December 25, Gelonghui reported that Soochow Securities Research Reports pointed out that high-speed pumps are the key breakthrough point for the electrification of Construction Machinery in the future, with Jiangsu Hengli Hydraulic (601100.SH) being a global leader in industrial-grade high-speed pumps. The company actively responds to the demands of the electrification market and has launched multiple models of high-speed pumps operating at 4500rpm to 5000rpm and integrated motor pump products. Currently, the company's high-speed pumps and motor pumps have been used in various models of excavators, loaders, and aerial work platforms, significantly enhancing the operational capabilities of the equipment, including the core components of the screw-type electric cylinder and the key linear transmission device of electrification 3.0.

Gelonghui FinanceDec 25 15:04 · Ratings

Jiangsu Hengli Hydraulic (601100): Deeply laying out electric construction machinery components, high-speed pumps & electric cylinders accelerate the electrification process.

Investment highlights indicate that the electrification of Construction Machinery can be roughly divided into "three steps." (1) Electrification 1.0: Replacing the RBOB Gasoline power supply system with an electric power supply system, while continuing to use the centralized hydraulic traditional architecture, retaining the multi-way valve as the core hydraulic control component.

SoochowDec 25 07:37

Express News | CITIC Securities: The industrialization of humanoid robots is expected to accelerate, with factory scenarios likely to be implemented first.

BreakingsDec 15 11:34

Express News | Soochow Securities: BMW's hot exhibition validates the global competitiveness of Chinese brands, bullish on the long-term logic of construction machinery going overseas.

BreakingsDec 1 14:14

Express News | Elon Musk officially announced that multiple stocks hit the limit up.

BreakingsNov 11 12:46