Zhi Tong Cai Jing·2025-10-30 03:05Core Viewpoint - The engineering machinery sector is experiencing significant stock price increases, driven by strong export growth and favorable market conditions in China [1] Group 1: Stock Performance - Sany Heavy Industry (600031) shares rose by 8.68%, trading at HKD 23.78 [1] - Sany International (02155) shares increased by 8.02%, trading at HKD 10.1 [1] - China National Heavy Duty Truck Group (000951) shares grew by 3.47%, trading at HKD 26.26 [1] - Zoomlion Heavy Industry Science and Technology (000157) shares climbed by 1.53%, trading at HKD 7.32 [1] Group 2: Trade Data - In September 2025, China's engineering machinery import and export trade amounted to USD 5.505 billion, a year-on-year increase of 29.1% [1] - Imports totaled USD 234 million, reflecting an 18.5% year-on-year growth [1] - Exports reached USD 5.271 billion, marking a 29.6% year-on-year increase [1] Group 3: Industry Outlook - Guoyuan Securities indicates that domestic leading companies maintain strong competitive advantages in both supply and demand [1] - Zheshang Securities forecasts that the leading companies in the engineering machinery sector are expected to accelerate their performance in the third quarter, influenced by increasing overseas market share and a gradual domestic renewal cycle [1]