share_log

东吴证券:看好工程机械电动化渗透率提升带来的广阔发展空间

Soochow Securities: Bullish on the broad development space brought by the penetration of electricization in engineering machinery.

Breakings ·  08:28
Soochow Securities research report pointed out that the national brand of construction machinery is expected to replicate the Komatsu path, relying on the world's leading electrification technology to achieve a new round of turning corners. Specifically, the electricization advantages of national brands are reflected in two aspects: 1. Electricization will become the unique label of national brands: the construction machinery industry has certain consumer attributes, especially the European and American markets have a certain brand stickiness, and China has the most complete and leading electricization industry chain in the world. China's electric construction machinery is scarce in the global market. 2. Electricization is the key to breaking the deadlock of after-sales service: electricization is often linked with intelligence. The large-scale promotion of electric products has increased the difficulty of after-sales maintenance of construction machinery. Chinese brands are expected to become the few main bodies that can provide complete electric after-sale maintenance solutions and greatly reduce the difficulty of after-market construction. In the long run, electricization is expected to become the road to breakthroughs in the turning points of engineering machinery. At present, the technology of electricization products has begun to achieve breakthroughs. It is bullish on the broad development space brought by the improvement of electricization penetration, and recommends paying attention to: Sany Heavy Industry, XCMG Construction Machinery, Zoomlion and others.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment