[morning review]
In early trading, the three major indexes were mixed. As of the close, the Shanghai Composite Index rose 0.58% to 3594.96 points; The Shenzhen Component Index rose 0.23% to 14799.85 points; The gem index fell 0.53% to 3448.68 points. On the disk, port water transportation, aerospace, power industry, coal industry, wind power equipment and other industries were active, with education, motor, auto parts, paper printing, chemical fiber industry and other sectors leading the decline. In terms of concept, EDR concept, green power, marine economy, automobile chip, pumped storage and other sectors are strong, while yesterday’s touchpad, artemisinin, vocational education, e-cigarette, diamond cultivation and other concept sectors are weak. In terms of energy, as of the closing of the afternoon market, the two markets had a total turnover of 706 billion yuan.
[afternoon opportunity]
According to CME construction machinery trading network, in November, the sales volume of excavators (including exports) was about 20000 units, a year-on-year decrease of about 37.96%. However, the export market estimated that the sales volume was 6500 units, an increase of about 91%. In addition, new energy heavy trucks also obtained bright orders. Jiefang, beiben, SAIC Hongyan, Yutong and other large new energy orders were signed or delivered for operation in November.
With the recovery of overseas economy, the demand for foreign construction machinery is expected to continue to grow. With the continuous improvement of market competitiveness of domestic brands and the improvement of overseas channel layout, the export market is expected to become an important revenue growth point of the industry. Among them, with comprehensive competitive advantages, leading enterprises have room to further improve their market share in the future. In addition, the electrification of construction machinery will also form a new growth point. Concrete mixer, muck truck and excavator are the easiest products to realize electrification in the future. It is recommended to pay attention to relevant investment opportunities.
