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.
[Data Analysis] Chongqing Zonsen Power Machinery suffered from various funds selling off, while four first-tier private equity funds joined forces to compete for Shenzhen Infogem Technologies.
①Low-altitude economic concept stock chongqing zonsen power machinery was sold by institutions by over 60 million, sold by a retail investor seat by 0.136 billion, sold by algo seat by over 80 million. ②Fintech concept stock shenzhen infogem technologies was bought by four frontline retail investor seats, with each seat buying amount exceeding one hundred million yuan.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Low-altitude economic industry landing accelerates, institutions suggest focusing on the subsequent sector market.
①According to media reports, the 2nd National Low-Altitude Economy (Suzhou) Industrial Innovation Expo will be held at the Yangcheng International Esports Arena from October 18th to 20th. ②Open Source Securities has released research reports stating that the low-altitude economy is expected to see vertical acceleration from the macro (national industry planning) to the meso (local subsidies) and then to the micro (infrastructure bidding, application scenario development), recommending to pay attention to the subsequent sector trends of the low-altitude economy.
The plan for the listing of zoomlion heavy machinery has fallen through. Zoomlion stated that it will not affect the company's existing business.
①Zoomlion plans to terminate the reorganization and listing of its subsidiary Zoomliongaoji with Shenzhen Roadrover Technology. ②Zoomlion stated that the termination of the reorganization project will not affect the production and operation activities of Shenzhen Roadrover Technology and Zoomliongaoji.
Legendary ending! Tan Xuguang, 63-year-old director of Weichai Power, retires.
On the evening of August 12, Weichai Power announced that Tan Xuguang retired due to age, who was once famous for his iron-fisted reforms. Now, Shandong Heavy Industry's chairman and general manager, as well as the chairman of Weichai Power, are replaced by Man Shengang, Wang Zhijian, and Ma Changhai, respectively.