CITIC Construction Investment pointed out that it is recommended to equip the entire segment of construction machinery, especially the vehicle manufacturers. The current valuation does not reflect the industrial chain status of the mainframe manufacturers, and it is significantly underestimated. The upstream channel has more and more prominent value attributes. (1) They benefit from the competitive landscape of the domestic market and the optimization of the industry ’s ecological environment; (2) Benefit from the expansion of new categories. New categories are still being actively deployed, and the corresponding market space is tens of billions of levels; (3) Although the international road has been temporarily affected by the overseas epidemic situation for a short time, the direction is clear. Domestic head host manufacturers rely on more comprehensive products The layout, better service, more intelligent information-based production and operation models, and the overseas R & D centers and factories that have been laid out in advance will eventually become the global leader in construction machinery.
