机械行业周报：宝马展大放异彩，国产厂商国际化征程加速

Investment Rating - The report maintains a "Positive" investment rating for the machinery industry [1]. Core Viewpoints - The bauma CHINA 2024 exhibition showcased significant advancements, highlighting the acceleration of internationalization for domestic manufacturers [11][12]. - The exhibition attracted 3542 exhibitors from 32 countries, marking a 24% increase from the previous event, and drew 281,488 professional visitors from 188 countries, with over 20% being international attendees [11]. - Major domestic companies such as SANY Heavy Industry, XCMG, and Zoomlion presented innovative products and secured substantial orders during the event [11]. Industry Highlights - The machinery sector saw a 2.6% increase in the recent week, outperforming the broader market [1]. - SANY Heavy Industry showcased 141 technical solutions and 51 new main products, with over 80 billion RMB in on-site contracts [11]. - XCMG displayed over 180 products and achieved intent orders for 6000 units worth nearly 10 billion RMB during the exhibition [11]. - Zoomlion signed contracts with international clients and showcased over 70 technical solutions across nine categories [11]. Recommended Companies - The report suggests focusing on companies such as SANY Heavy Industry, XCMG, Zoomlion, LiuGong, Hengli Hydraulic, Shantui, Zhejiang Dingli, Anhui Heli, and Hangcha Group for investment opportunities [12].