森松國際:2023年年報
CMB International: Expanding natural gas/diesel price differentials will further boost sales of heavy natural gas trucks, optimistic about Weichai Power (02338) and Sinotruk (03808)
CMB International anticipates that the current gas/diesel price spread is likely to last longer than in 2023.
The machinery sector gained strength in the afternoon. Shanhe Intelligence rose more than 7%, Liugong and Shantui shares surged 6%, and Xugong Machinery, Sany Heavy Industries, and Zhonglian Heavy Industries rose in the short term.
The machinery sector gained strength in the afternoon. Shanhe Intelligence rose more than 7%, Liugong and Shantui shares surged 6%, and Xugong Machinery, Sany Heavy Industries, and Zhonglian Heavy Industries rose in the short term.
Changes in Hong Kong stocks | China Longgong (03339) rose more than 4%, leading the way for heavy machinery stocks, domestic sales of heavy machinery stocks in March slightly exceeded CME expectations, driving or releasing demand for renewal
The Zhitong Finance App learned that heavy machinery stocks are generally rising. As of press release, China Dragon Gong (03339) rose 4.08% to HK$1.53; Sany International (00631) rose 3.53% to HK$5.28; and Morimatsu International (02155) rose 2.15% to HK$4.27. According to the news, according to statistics from the China Construction Machinery Industry Association on major excavator manufacturers, 24,980 excavators of various types were sold in March, down 2.34% year on year. Among them, 15,188 units in China were sold, up 9.27% year on year, higher than the 6% growth rate previously expected by CME. According to Haitong International, it was excavated in March
Zhongyuan Securities released a research report on April 16 stating that it gave Sinotruk (000951.SZ) a purchase rating. The main reasons for the rating include: 1) the heavy truck industry continues to recover, and the market share of Sinotruk Group cont
Zhongyuan Securities released a research report on April 16 stating that it gave Sinotruk (000951.SZ) a purchase rating. The main reasons for the rating include: 1) the heavy truck industry continues to recover, and the market share of Sinotruk Group continues to rise; 2) the volume and price of the company's vehicle business has risen sharply, and the scale effect has led to an improvement in gross margin; 3) sales in overseas markets have reached a record high and continue to cultivate domestic market segments; 4) the heavy truck industry will continue to recover rapidly in 2024. (Mainichi Keizai Shimbun)
GF Securities: Maintaining Sany International's (00631) “Buy” Rating at a reasonable value of HK$9.11
GF Securities expects the 24-26 EPS of Sany International (00631) to be 0.81/1.17 yuan/share.