Zheng Quan Shi Bao Wang·2025-10-16 00:07Core Viewpoint - The construction machinery industry is experiencing a recovery, with a notable increase in excavator sales projected for September 2025, indicating a positive trend in both domestic and international markets [1] Industry Summary - According to the Engineering Machinery Association, excavator sales are expected to reach 19,900 units in September 2025, representing a year-on-year growth of 25.4% [1] - Domestic and international sales are forecasted at 9,200 units and 10,600 units respectively, with year-on-year growth rates of 22% and 29% [1] - This growth is an acceleration compared to August's domestic and international sales growth rates of 15% and 11% [1] Company Recommendations - The company recommends focusing on leading players in the construction machinery sector and component manufacturers, highlighting the potential for rapid growth in second-hand excavator exports and the increasing market share of domestic brands overseas [1]