Workflow
港股概念追踪|上半年全国基建投资多点开花 工程机械行业持续回暖(附概念股)
智通财经网·2025-07-17 00:13

Group 1 - In the first half of 2025, infrastructure investment across the country showed a "blossoming" trend, providing continuous momentum for economic development, with an average construction machinery operating rate of 44.81% [1] - The operating rate in the second quarter was 47.1%, an increase of 4.62% compared to the first quarter, with 15 provinces exceeding an average operating rate of 50% [1] - Six provinces, including Anhui, Fujian, Henan, Jiangxi, Zhejiang, and Chongqing, maintained a comprehensive operating rate above 50% for six consecutive months, indicating strong performance particularly in East and South China [1] Group 2 - In the first half of 2025, the average operating rate of lifting equipment was 66.87%, ranking first among various types of equipment [1] - In June 2025, sales of various aerial work vehicles reached 539 units, a year-on-year increase of 153%, with domestic sales of 509 units up by 147% and exports of 30 units up by 329% [1] - From January to June 2025, a total of 2,445 aerial work vehicles were sold, representing a year-on-year growth of 27.9%, with domestic sales of 2,312 units increasing by 25% and exports of 133 units rising by 115% [1] Group 3 - In June 2025, sales of various forklifts reached 137,570 units, a year-on-year increase of 23.1%, with domestic sales of 83,892 units up by 27.3% and exports of 53,678 units up by 17.2% [2] - From January to June 2025, a total of 739,334 forklifts were sold, reflecting a year-on-year growth of 11.7%, with domestic sales of 476,382 units increasing by 9.79% and exports of 262,952 units rising by 15.2% [2] - Major engineering machinery companies such as SANY Heavy Industry, XCMG, Zoomlion, and Liugong have continued to see steady growth in overseas markets, with overseas sales accounting for nearly or exceeding 50% [2]