Industry bottoming out signal shows construction machinery industry 'polishing' recovery as color

Release date 2026-03-05 15:18:25 Reading 21

　　used excavator Industry bottoming out signal shows Shanghai construction machinery industry 'polishing' recovery as color

　　Recently, the signals of bottoming out and recovery in the construction machinery industry have fully emerged, and the previously sluggish situation in the industry has been continuously improved. Since the beginning of this year, the company has had sufficient orders on hand, "said Eddie Precision in response to industry trends on the interactive platform on March 3. According to the company's previously released performance forecast, it is expected to achieve a revenue of 400 million yuan to 3.26 billion yuan in 2025, a year-on-year increase of 19.24% to 6.4%; Returning to the mother's net profit is expected to reach 379 million yuan to 395 million yuan, a year-on-year increase of 10.13% to 14.78%.

　　Recently, multiple signals have shown that under favorable conditions such as the release of equipment update cycles and the expansion of overseas markets, the active actions of the Shanghai construction machinery industry can continue to overlap, and the recovery has become a color that is constantly "polished".

　　used excavator Dual growth of internal and external sales data

　　According to data released by the China Construction Machinery Industry Association, the sales of excavators reached 18708 units in January 2026, a year-on-year increase of 0.5%. Among them, the domestic consumption was 8723 units, a year-on-year increase of 61.4%, and the export sales volume was 9985 units, a year-on-year increase of 0.5%. The proportion of excavator exports exceeds half, and sales have rapidly increased by nearly 50%, indicating a strong recovery trend in the construction machinery industry.

　　Several securities firms have pointed out in recent research reports that the construction machinery industry is entering a period of development opportunities characterized by "internal and external demand resonance". On the one hand, domestic demand comes from the concentrated release of equipment update cycles, while at the same time, the demand for high-end equipment, green construction preparation, and intelligent solutions in overseas markets continues to grow.

　　The largest construction machinery industry exhibition in North America, Las Vegas, which opened on March 3rd, attracted over 400 Chinese companies, including three important industry leaders, to gather and seize new opportunities brought by deepening international layout and expanding overseas markets.

　　used excavator Industry leaders have optimistic expectations

　　The responsible persons of three major engineering projects stated in the securities report that by 2025, the construction machinery industry will achieve a cyclical breakthrough. Domestically, market demand is rebounding at the bottom, and new energy products are accelerating their penetration. The company's main products, excavation machinery, concrete machinery, and lifting machinery, have achieved comprehensive positive growth in domestic revenue. In terms of overseas markets, the demand for mining, infrastructure, and construction has increased, which is beneficial for the rapid growth of overseas markets.

　　Looking ahead to the future, the responsible persons of three major engineering projects stated, "The construction machinery industry has fully entered an upward cycle, and the product structure will continue to upgrade towards green and high-end. With Chinese construction machinery enterprises continuously improving their product competitiveness and deepening their global layout, their global share is expected to continue to increase

　　The three heavy industry repurchase plans are about to reach their expiration date. The company plans to repurchase 1 billion to 2 billion yuan in 2026 from April 3 to April 2, 2025. According to the repurchase progress released on March 2, the company has repurchased nearly 72.68 million shares with a payable amount exceeding 500 million yuan.

　　used excavatorStable operation of core component enterprises

　　Renowned enterprises in the industry continue to establish hydraulic systems, achieving a revenue of 7.79 billion yuan in the first three quarters of 2025, a year-on-year increase of 12.31%; Achieve a net profit attributable to the mother of 8.7 billion yuan, a year-on-year increase of 49%, with both revenue and profit reaching a new historical high.

　　The company stated that during the recovery period of the construction machinery industry, the market share of products such as hydraulic pumps and valves used in the company's excavators continues to increase. In addition, the company's "diversification" strategy has been effective, as the travel industry continues to expand its hydraulic product line, further expanding its market share in areas such as high-altitude work platforms and loaders.

　　Since the beginning of 2026, the company's production has been in a saturated state due to factors such as the recovery of demand from China University of Travel and the increase in customer share at home and abroad, "said the person in charge of Hengli Hydraulic.

　　used excavatorIt is widely expected in the industry that, under many positive signals, the A-share construction machinery industry will have a steady development trend in 2026. Driven by factors such as the need for internal updates and external expansion, the industry is expected to usher in a climate cycle.

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Industry bottoming out signal shows construction machinery industry 'polishing' recovery as color

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Industry bottoming out signal shows construction machinery industry 'polishing' recovery as color

We guarantee the quality of each machine and promise
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