【招银国际】China Construction Machinery–Huge AWP expansion plan by SANY points to deterioration of competitive landscape.pdf

China Construction Machinery: Near-term recovery more seasonal than structural; Pair trade opportunities

GlobalABC_Roadmap_for_Buildings_and_Construction_2020-2050

China Construction Machinery:Export of excavator running out of steam;negative to SANY Heavy-A

China Construction Machinery – Near-term recovery more seasonal than structural; Pair trade opportunities

GC CONSTRUCTION中期报告 2023/24

Capital Goods: Construction machinery sales in Sep: Decent export growth; weak demand in China

China Construction Machinery – Export of excavator running out of steam; negative to SANY Heavy-A

China Property Sector – Property+ Weekly： Weak construction resumption rate dragged by property

GlobalABC_Roadmap_for_Buildings_and_Construction_in_Asia_2020-2050

China Construction Machinery:Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector