coinfreespinmaster| [Interpretation of tuyere] Construction machinery broke out Yongda shares trading limit, institutions optimistic about a new round of update cycle

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Bubble Finance learned that on April 11, the A-share construction machinery plate was active, Yongda shares (001239)Coinfreespinmaster.SZ) limit.

In terms of news, recently, seven departments, including the Ministry of Industry and Information Technology and the National Development and Reform Commission, jointly issued the implementation Plan for promoting the Renewal of equipment in the Industrial sector, proposing that by 2027, the scale of equipment investment in the industrial sector will increase by more than 25% compared with 2023. The popularization rate of digital R & D and design tools and the numerical control rate of key processes in industrial enterprises above scale are more than 90% and 75%, respectively. The production capacity below the benchmark level of energy efficiency in key industries has been basically withdrawn, the energy efficiency of major energy-using equipment has basically reached the energy-saving level, the level of essential safety has been significantly improved, and the promotion and application of innovative products has been accelerated.

Soochow Securities analysis pointed out that the upward cycle of the last round of construction machinery is 2016-2020, according to the service life of 8 years, the last round of sales equipment has been in a large-scale life replacement period, 2023 is the low point of life replacement, and the renewal volume has begun to pick up year by year since 2024. With the increase in demand for renewal in the second half of the year and the decline in the base, the industry is expected to usher in a new round of renewal cycle in the second half of 2024, with a series of policies such as large-scale equipment renewal to boost the industry's recovery.

Yongda shares are mainly engaged in the design, production and sales of metal structures for large-scale special equipment.

On December 12, 2023, large shares were listed on the main board of the Shenzhen Stock Exchange.

This article was first published in the bubble financial tuyere interpretation topic, if there is a reprint, please indicate the source.

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