摩根士丹利：中国工业_ 3Q24 预览 - 建筑机械
摩根大通·2024-10-11 14:13
M Idea China Industrials | Asia Pacific October 7, 2024 08:00 PM GMT 3Q24 Preview - Construction Machinery We see 3Q sales in line with consensus and improved GPM for most companies, on solid overseas growth and narrower domestic declines, but remain cautious on the domestic cycle and see continued overseas destocking in 4Q. Individual company operations are key differentiators; OW Hengli and Dingli. 3Q24 preview - see revenue and NP largely in line with consensus : 3Q24 industry demand was led mainly by co ...