Group 1 - bauma CHINA 2024 will be held from November 26 to 29 in Shanghai, featuring over 3,400 exhibitors from 32 countries and regions, and is expected to attract more than 200,000 visitors from over 130 countries and regions [1][18][20] - The exhibition will showcase 12 major display sections, including construction vehicles, earth-moving machinery, road machinery, lifting machinery, construction equipment, mining machinery, building materials machinery, and smart solutions [1][20] - In the first ten months of 2024, China's engineering machinery import and export trade amounted to USD 45.49 billion, a year-on-year increase of 5.95%, with exports reaching USD 43.314 billion, up 6.12% [1][44] Group 2 - The median price-to-earnings (PE) ratio for the electronic equipment industry increased by 9% to 52.5X, with the median market capitalization rising from CNY 2.311 billion to CNY 2.365 billion [3][54][55] - The median PE ratio for the machinery equipment industry rose from 46.1X to 46.5X, with the median market capitalization increasing from CNY 1.739 billion to CNY 1.808 billion [3][60][62] - The median PE ratio for the information technology industry remained at 57.6X, while the median market capitalization decreased from CNY 2.496 billion to CNY 2.210 billion [3][24][66] Group 3 - Bond Co. plans to expand production with a new project to produce 8.19 million heat exchangers, with a contract value of CNY 207.5 million [4][36] - The North Exchange includes 10 engineering machinery companies, such as Tongli Co. (non-road wide-body dump trucks), Haitong Communications (industrial wireless remote control equipment), and Wantong Hydraulic (hydraulic machinery products) [1][45][46] - The North Exchange technology growth sector saw a median price change of -0.26% from November 18 to 22, 2024, with 68 companies experiencing an increase [2][49]
北交所科技成长产业跟踪第二期：bauma CHINA 2024即将举行，北交所万通液压等工程机械企业积极参与
Hua Yuan Zheng Quan·2024-11-25 06:52