MESNAC(002073) 和讯网· He Xun Wang·2025-06-01 05:47Core Insights - The global rubber machinery industry is experiencing sales growth in 2024, although the growth rate has slowed compared to the previous year [1] - There is an increasing concentration of orders towards leading companies, indicating a trend where the strong continue to strengthen [1] - Investment confidence and willingness in the industry remain strong, with a cautiously optimistic outlook for 2025 despite uncertainties related to U.S. tariff policies [1] Industry Performance - The total sales of the top 30 global rubber machinery companies reached 661 million for three consecutive years [1] - VMI from the Netherlands and HF from Germany ranked second and third, with sales of 484 million (up 7.1%), respectively [1] - Six Chinese companies made it into the top ten, with Sachi Group moving up to fourth and Dalian Rubber & Plastic Machinery to fifth [1] Market Dynamics - The rubber machinery market in China is identified as the main driver of growth, with surveyed companies reporting a year-on-year growth of 19.8%, surpassing other regions [1] - The North American market shows a particularly positive sentiment, with about 80% of respondents identifying it as a high-growth area, a significant increase from the previous year [1] - Despite challenges such as geopolitical tensions and trade disputes, tire and rubber machinery manufacturers are continuing to enhance their manufacturing capabilities [1]