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Is Jiangsu Hengli HydraulicLtd (SHSE:601100) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of permanent loss is the risk I worry about... and every practical investor I know wor
Guolian Securities: Demand for equipment renewal in the domestic market and the continued volume of export business are optimistic about the prospects of the construction machinery industry
In 2023, the revenue of the construction machinery industry increased slightly by 1%, and net profit to mother increased by about 11% year on year. The large gap between revenue and profit growth may be due to the increase in overseas revenue of various enterprises and the increase in revenue from high-margin electrification products.
Dongwu Securities: Domestic sales of excavators all achieved positive growth in March-April, and the industry is expected to usher in a new renewal cycle in the second half of the year
The Zhitong Finance App learned that Dongwu Securities released a research report saying that the upward cycle of construction machinery in the last round is 2016-2020. According to the 8-year service life, the last round of sales equipment is already in a large-scale life span replacement period. 2023 is the low life span replacement point. Starting in 2024, the number of updates will begin to rise year by year, and the industry beta will rise marginally. Domestic sales of excavators achieved positive growth in March-April, and improved during the peak season, exceeding market expectations. With the increase in demand for updates and the decline in the base figure in the second half of the year, the industry is expected to usher in a new round of renewal cycles. A series of policies such as large-scale equipment updates will boost the industry's recovery and usher in the “large-scale equipment update+ industry
CICC: Optimistic that forklifts will continue to expand overseas share and focus on the recovery in domestic demand for large trucks
Lithium electrification has led to a marked increase in the competitiveness of Chinese companies overseas, and it is expected that the increase in the share of OEMs in Europe and the US will continue.
Jiangsu Hengli HydraulicLtd's (SHSE:601100) Shareholders May Want To Dig Deeper Than Statutory Profit
The recent earnings posted by Jiangsu Hengli Hydraulic Co.,Ltd (SHSE:601100) were solid, but the stock didn't move as much as we expected. We think this is due to investors looking beyond the statuto
Jiangsu Hengli Hydraulic Co.,Ltd Just Missed Earnings - But Analysts Have Updated Their Models
Jiangsu Hengli Hydraulic Co.,Ltd (SHSE:601100) missed earnings with its latest quarterly results, disappointing overly-optimistic forecasters. Unfortunately, Jiangsu Hengli HydraulicLtd delivered
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