花旗:中国自动化与机械_中国政策调整后高频数据点向我们展示了什么
数据创新中心·2024-10-16 16:34
Flash | 13 Oct 2024 17:39:04 ET │ 11 pages China Automation and Machinery Weekly Highlights: What High-Frequency Data Points Show Us After China's Policy Pivot CITI'S TAKE Factory automation: With Inovance (300124.SZ) indicating single-digit YoY decline in Sep-24 general automation order and Yiheda (301029.SZ) reporting >10% YoY decline in Sep-24 shipments, we see little signs of demand recovery in the factory automation (FA) side. Construction machinery: The growth of both China domestic and export excavat ...