China Construction Machinery–Huge AWP expansion plan by SANY points to deterioration of competitive landscape
China Construction Machinery – Near-term recovery more seasonal than structural; Pair trade opportunities
GC CONSTRUCTION中期报告 2023/24
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
higher-and-higher_winning-in-construction-materials-in-china
China Construction Machinery – Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector
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
Capital Goods: Construction machinery sales in Sep: Decent export growth; weak demand in China