[Brokerage Focus] China Securities Co., Ltd.: January sales of excavation machinery performed better than expected, and it is anticipated that from this year on, Construction Machinery will likely continue to grow well overseas.

Jinwu Financial News | China Securities Co., Ltd. stated that in January, the sales of earth-moving machinery exceeded expectations. Despite the impact of the Spring Festival, the overall sales of excavators and loaders in January achieved growth, with domestic sales remaining nearly flat and export sales slightly increasing, performing better than anticipated. Currently, overseas revenue accounts for nearly 50% of Construction Machinery companies, with some companies exceeding 50%, and the gross margin in overseas markets is higher than in the domestic market. Profits are primarily coming from overseas, and the company believes that future perspectives should focus more on overseas markets. Against the backdrop of interest rate cuts in the USA, there is a more Bullish outlook on non-U.S. overseas supply chains, with expectations that overseas sales of Construction Machinery will continue from 2025.

Jinwu Financial NewsFeb 17 08:43

ZOOMLION (01157.HK) received Shareholding of 4.7456 million shares Listed in Hong Kong from JPMorgan, worth approximately 25.8982 million Hong Kong dollars.

On February 14, it was reported that according to documents disclosed by the Hong Kong Stock Exchange on February 14, JPMorgan (JPMORGANCHASECO) increased its shareholding in ZOOMLION (01157.HK) by a total of 4.7456 million H shares on February 10, at an average price of HKD 5.4573 per share on the exchange and HKD 5.4731 per share off-exchange, amounting to approximately HKD 25.8982 million. After the increase, JPMorgan's latest shareholding is 96.0151 million shares, and the shareholding ratio rose from 5.76% to 6.06%. Image source: Stock disclosure from the exchange What is

Futu NewsFeb 14 17:04

China Securities Co.,Ltd.: Under the disturbance of the Spring Festival, January's sales of Construction Machinery exceeded expectations, and both domestic and international markets may experience a synchronous upward trend.

It is expected that the domestic and overseas markets for Construction Machinery will see an upward resonance in 2025, with leading companies' profit margins continuing to improve and the fundamentals remaining positive.

Zhitong FinanceFeb 14 15:22

[Brokerage Focus] CMB International expects that this year's Machinery exports will continue to maintain good growth.

Jinwu Finance | Zhāo Yín International stated that the China Construction Machinery Industry Association released the sales data for earth-moving machinery in January this year. Despite the early Spring Festival this year, the sales of excavators and wheel loaders still experienced a slight year-on-year increase of 1% and 2%, respectively, indicating strong demand. The bank expects that this year's export of earth-moving machinery will continue to maintain good growth, while domestic upgrading demand will continue its upward cycle. Furthermore, considering that March enters the traditional peak season, the bank believes that the Construction Machinery Sector has the opportunity to gain attention in the next two months. The bank continues to be Bullish on ZOOMLION (01157/000157 CH, Buy) and Sany Heavy Industry (600.

Jinwu Financial NewsFeb 13 13:20

Onward and Upward, Zoomlion Kicks Off 2025 With Delivery of Over 10,000 Units, Valued at US$782 Million

PR NewswireFeb 12 15:08

ZOOMLION (01157.HK) received a Shareholding of 4.2867 million shares from JPMorgan.

On February 12, according to the latest equity disclosure information from the stock exchange, on February 5, 2025, ZOOMLION (01157.HK) was increased to good holdings by JPMORGANCHASECO at an average price of HKD 5.5163 per share, with an increase of 4.2867 million shares, involving approximately HKD 23.6465 million. After the increase, the latest number of good holdings by JPMORGANCHASECO is 98,098,484 shares, and the proportion of good holdings has increased from 5.93% to 6.20%.

Gelonghui FinanceFeb 12 07:41