Lonking (3339 HK): Another Great Year, with 67% of Share Price Is Net Cash
Just 8 days after our Insight, Lonking issued a FY25 profit alert for Rmb1,250-1,330m, 9-16% higher than the consensus. Key reasons are strong...
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Lonking (3339 HK): Policy Tailwind
Government policy support and improving industry demand should drive a potential uptick in sales for Lonking in 2H24. Attractive valuations and a...
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Capital Goods - Strong sales of earth-moving machinery in Apr; price hikes planned for excavators
China Construction Machinery Association (CCMA) released over the weekend the data for earth-moving machinery sales in Apr 2026.
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Primer: XCMG Construction Machinery A (000425 CH) - Sep 2025
Dominant Market Position and Strong Growth: XCMG is a leading construction machinery manufacturer globally, holding the third-largest market...
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Energy Shock Is Not Symmetric — Why China Wins This Cycle
Energy shocks boost China's manufacturing edge as coal-based power beats costly LNG. This shift could structurally reallocate global manufacturing...
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