The valuation of the hottest construction machiner

2022-08-13
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Valuation of construction machinery industry to be repaired continued rebound in July

valuation of construction machinery industry to be repaired continued rebound in July

China Construction machinery information

Guide: in this month, the boom of construction machinery industry exceeded expectations. Since July, the construction machinery sector has rebounded continuously, which should have a good trend of grounding devices. So far, the cumulative increase of the sector has exceeded 20%, far exceeding the increase of the market and the machinery industry. As the current prosperity of the industry is much better than expected, despite the recent regulation letter issued by the State

in this month, the boom of construction machinery industry exceeded expectations. Since July, the construction machinery sector has shown a continuous rebound trend. So far, the cumulative increase of the sector has exceeded 20%, far exceeding the increase of the overall market and the machinery industry

as the current prosperity of the industry is much better than expected, although the recent national policies of regulating credit and regulating real estate have caused the market to worry about the development prospects of the construction machinery industry, considering the "new 36 articles", regional planning, affordable housing and export recovery will provide new impetus for the development of the industry, we are still optimistic about the development prospects of the industry in the second half of the year and in the future

although the construction machinery sector has increased significantly recently, a few stocks have even increased by more than 40%. However, the average PE of industry leading enterprises in 2010 and 2011 is still only 13 times and 11 times, respectively. The valuation is still at the bottom of the historical valuation and is still in the valuation repair stage. Investors are advised to pay attention to Sany Heavy Industry, Zoomlion, XCMG machinery, Shantui shares, Liugong, Shanhe intelligence, etc

it is suggested to grasp the investment structure and regulate the investment opportunities in the expected changes. We are optimistic about the construction machinery that benefits from the improvement of urbanization and mechanization rate. It is suggested to pay attention to the issuance of H in the second half of the year, so they can quickly start spraying these two high-quality and high-yield product stocks, Sany Heavy Industry and Zoomlion Heavy Industry, and look forward to Anhui Heli, which is less cyclical and benefits from the improvement of mechanization rate

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