Top Ten Leading Construction Machinery Stocks in 2023
The leading stocks in the machinery sector refer to the stocks of listed companies with leading positions and competitive advantages in the field of machinery manufacturing. With the domestic industrial upgrading and manufacturing transformation, the machinery industry has ushered in growth opportunities. Investing in leading stocks in the machinery sector can share the development dividends of China's manufacturing industry. Below, the editor will bring the top ten leading stocks of construction machinery in 2023. Let's take a look together, hoping to bring reference.
Top Ten Leading Construction Machinery Stocks
1. Hu Axiang Shares: Judging from the compound growth of net profit in the past three years, the compound growth of net profit in the past three years has been 41.04%, with the highest in 2020 of 245 million yuan.
The company is one of the few comprehensive foundry enterprises in China with cross-industry, multi-variety, and large-scale production capabilities. The metal parts, metal parts and other products produced by the company through casting and machining are widely used in white goods compressors, construction machinery, automotive parts, pump and valve accessories and power components. The company has some brakes and brackets used in new energy vehicles.
In the past 30 days, the share price of Hu Axiang’s stock has increased by 1.63%, with the highest price being 16.32 yuan. The stock price will increase by 10.78% in 2022.
2. Frantec: Judging from the compound growth of net profit in the past three years, the compound growth of net profit in the past three years has been 50.79%, with a maximum of 155 million yuan in 2020.
The company is mainly engaged in cranes, construction machinery, engineering machinery, port electromechanical equipment, three-dimensional warehouses, automated logistics warehousing systems, material handling and conveying systems, steel structures, robots and automation equipment, automation systems and production lines, companies ***Research and development, production and sales of service robots, special robots, laser technology and equipment, intelligent mechanical and electrical products, computer software and hardware, information system integration, Internet of Things, cloud computing and big data research and development and other fields. Sales and services: general contracting and consulting of mechanical and electrical project engineering and information integration systems; engaged in leasing, installation, modification and maintenance services of the company's self-produced products and similar products; engaged in the production of materials and parts for the company's self-produced products and similar products and sales services; engaged in the import and export business of self-owned house rental goods; management consulting for technology import and export enterprises; corporate training and services for mechanical and electrical product technology development, technology transfer, technical consulting, and technical services.
The stock price has fallen by 8.59% in the past 30 days and -24.82% in 2022.
3. Anhui Heli: Judging from the compound growth of net profit in the past three years, the compound growth of net profit in the past three years was -1.34%, with a maximum of 732 million yuan in 2020.
It is mainly engaged in the research and development, production and sales of industrial vehicles, construction machinery and key parts. It also includes parts services, vehicle leasing, remanufacturing and other industrial vehicle after-market businesses. The company is a leader in China's forklift industry.
In the past 30 trading days, Anhui Heli fell for 17 days, with an overall decline of 9.19% during the period, with the highest price of 11.85 yuan and the lowest price of 11.25 yuan. Compared with 30 trading days ago, Anhui Heli's market value fell by 703 million yuan, a decrease of 9.19%.
4. Hangcha Group: Judging from the compound growth of net profit in the past three years, the compound growth of net profit in the past three years has been 29.99%, with a maximum of 838 million yuan in 2020.
In 2017, China’s industrial vehicle industry achieved rapid growth that exceeded expectations. Domestic and exports both hit record highs, and sales of all series of automotive industrial vehicles generally increased. According to statistics from the Industrial Vehicle Branch of the China Construction Machinery Industry Association, the overall sales volume of automobile industry vehicles reached 496,738 units, an increase of 34.23% over the same period in 2016; the domestic market sales were 371,013 units, an increase of 38.51% over the same period in 2016; exports reached 125, 725 vehicles, an increase of 23% compared with 2016.
Looking back on the past 30 trading days, Hangcha Group’s share price fell by 20.72%, and its total market value increased by 156 million. The current market value is 11.748 billion yuan. The stock price fell -24.78% in 2022.
5. Dagang Holdings: Judging from the compound growth of net profit in the past three years, the compound growth of net profit in the past three years has been 29.51%, with a maximum of 64.3594 million yuan in 2020.
As a sub-industry in the field of construction machinery, the road maintenance machinery industry has achieved rapid development in line with the general trend of the entire construction machinery industry before 2011.
In the past 30 trading days, Dagang Holdings has fallen for 17 days, with an overall decline of 6.53% during the period, with a highest price of 9.78 yuan and a lowest price of 9.05 yuan. Compared with 30 trading days ago, the market value of Dagang Holdings decreased by 178 million yuan, a decrease of 6.53%.
6. Tongda Entrepreneurship:
Judging from the ROE in the past five years, the average ROE in the past five years was -0.59%, and the lowest ROE in the past five years was -18.73% in 2018. The highest was 6.75% in 2019.
In the past five trading days, Tongda Venture Capital has risen for four consecutive days, with an overall increase of 25.7% during the period. Compared with 5 trading days ago, the market value of Tongda Venture Capital increased by 743 million yuan, an increase of 25.7%.
7. Hegang Resources:
Judging from the return on net assets in the past five years, the company’s average return on net assets in the past five years has been 7.1%, the lowest in the past five years. In 2018, it was 2.08%, and the highest in 2020 was 13.28%.
Shanghai Free Trade Zone/Construction Machinery
The stock price has risen 3.74% in the past 5 days and 1.67% in 2022.
What are the leading agricultural machinery stocks?
1. Zhongma Transmission (603767) is a leading agricultural machinery stock. In terms of inventory turnover days, from 2017 to 2020, it was 79.09 days respectively. , 77 days, 77.51 days, 72.37 days. Other automotive gear products are mainly supplied to the world's top 100 auto parts manufacturers; motorcycle gears and agricultural machinery gears are mainly supplied to motorcycle and agricultural machinery vehicle manufacturers.
2. Smart Agriculture (000816) is a leading agricultural machinery stock. In terms of inventory turnover days, from 2017 to 2020, they were 79.36 days, 77.41 days, 60.85 days, and 52.45 days respectively. In the agricultural machinery industry in which the company operates, March to May and August to October are generally the traditional peak sales seasons.
3. Starlight Agricultural Machinery. The main business of Xingguang Agricultural Machinery is the research and development, production and sales of full-process mechanization products for crops. From January to September 2020, the revenue was 221,511,163.20 yuan, down 59.62% year-on-year; the net profit attributable to shareholders of the listed company was a loss of 80,482,946.94 yuan, turning from profit to loss year-on-year.
4. Hongyu Shares. From January to September 2020, the revenue was 281,780,577.16 yuan, a year-on-year increase of 35.02%; the net profit attributable to shareholders of listed companies was 17,363,141.54 yuan, a year-on-year increase of 275.10%. Among them, the profit in the third quarter was 7,094,363.61 yuan, an increase of 460.97% over the same period last year.
Which stocks are the leading stocks in each sector?
1). Indicator stocks:
Industrial and Commercial Bank of China, Bank of China, Sinopec, Daqin Railway, Air China , Baosteel Co., Ltd., Yangtze Electric Power, China Unicom, China Merchants Bank, Huaneng International, PetroChina, China Shenhua.
2). Finance:
China Merchants Bank, Shanghai Pudong Development Bank, Minsheng Bank, Shenzhen Development Bank A, Industrial and Commercial Bank of China, Bank of China, CITIC Securities, Hongyuan Securities, Shaanxi State Investment A, Construction Bank, Hua Xia Bank.
3). Real estate:
Vanke A, Gemdale Group, Poly Real Estate, China Merchants Real Estate, Oceanwide Construction, OCT A, Financial Street, China Enterprises.
4). Aviation:
Air China, China Southern Airlines, Shanghai Airlines.
What are the leading agricultural machinery stocks?
1. Jifeng Technology (stock code: 300022)
Jifeng Technology is a leading domestic agricultural machinery chain sales enterprise. The operating business consists of two major business segments: circulation segment and manufacturing segment. The company's main products include no-tillage machine series, precision seeding machine series, subsoiling machine and subsoiling soil preparation machine series, etc.
2. Hongyu Co., Ltd. (stock code: 002890)
Hongyu Co., Ltd. is one of the first domestic industry leaders awarded by the Parts Branch of the China Agricultural Machinery Industry Association. Engaged in the research, development, production and sales of tractor hydraulic lifts. Its main products are a series of hydraulic lifts for medium and large horsepower tractors.
3. Weichai Power (stock code: 000338)
Weichai Power Co., Ltd. is a key enterprise in the research and development, manufacturing and sales of internal combustion engines in the country. It is also the first company in China's diesel engine industry. A company listed in Hong Kong, China.
4. Quanchai Power (stock code: 600218)
Quanchai Power is the main R&D and manufacturing base for small and medium-power diesel engines in China. The company's main business is the R&D, manufacturing and sales of engines; the company's main products are internal combustion engines and their accessories; the company is a national high-tech enterprise, a national intellectual property advantageous enterprise, a national technological innovation demonstration enterprise, and a leading enterprise in China's internal combustion engine industry.
5. YTO Co., Ltd. (stock code: 601038)
YTO Co., Ltd. is the country’s leading tractor product technology and complete product series.
The main business is the research and development, manufacturing and sales of agricultural machinery, power machinery and related parts and components. Among them, the agricultural machinery business includes the research and development, manufacturing and sales of a full range of wheeled and crawler tractor products for agricultural production as well as key components such as castings and forgings, gears, gearboxes and covering parts.
6. Zongshen Power (stock code: 001696)
Zongshen Power has always been at the forefront of the domestic market in terms of sales of motorcycle engines and general machinery products.
Mainly engaged in the research and development, manufacturing and sales of small thermal power machinery products and some terminal products. The main products include: engines and accessories; general gasoline engines, tillers, lawn mowers, water pump units, gasoline generator sets and other complete machines and parts; motorcycle parts and automobile parts.
7. Su Changchai A (stock code: 000570)
Su Changchai A is a domestic diesel engine and accessories manufacturing enterprise with a history of 100 years, and a leading agricultural machinery parts manufacturer.
The main business is the R&D, production and sales of "Changchai" brand diesel engines and "Changchai Robin" brand gasoline engines. The company's main products include diesel engines and gasoline engines. Changchai is a national industrial enterprise with a history of more than 100 years and one of the earliest professional manufacturers of internal combustion engines in China.
8. Swan Co., Ltd. (stock code: 603029)
Swan Co., Ltd. is one of the major manufacturers in China that provides mechanized equipment for the entire post-harvest processing of machine-picked cotton. The main business is the research and development, production and sales of complete sets of cotton picking and cotton processing machinery. The company's main products are ginning equipment, velvet stripping equipment, box-type cotton pickers, baling cotton pickers, intelligent fertilizer distribution machines, corn harvesters, straw balers, and grain dryers.
What are the leading stocks in the machinery sector?
North Huachuang (sz002371)
The company is mainly engaged in the research and development, production, sales and technical services of basic electronic products. The main products are electronic process equipment and electronic components. In terms of electronic process equipment, it includes products in the three major business areas of semiconductor equipment, vacuum equipment and new energy lithium battery equipment, which are widely used in integrated circuits, semiconductor lighting, power devices, micro-electromechanical systems, advanced packaging, photovoltaic cells, flat panel displays, vacuum electronics, New materials, lithium-ion batteries and other fields. In terms of electronic components, the company has established a complete research and development system for new products and new processes based on more than 60 years of component technology accumulation. The product technology level has been continuously improved, and the company has developed and produced resistors, capacitors, crystal devices, microwave components, and module power supplies. , hybrid integrated circuits and other high-precision electronic component series products, are widely used in high-precision, high-end special industries such as precision instrumentation and automatic control.
Green Harmonic (sh688017)
The company is a high-tech enterprise specializing in the research and development, design, production and sales of precision transmission devices. Its products include harmonic reducers, electromechanical integration actuators and precision components. The company's products are widely used in high-end manufacturing fields such as industrial robots, service robots, CNC machine tools, medical equipment, semiconductor production equipment, and new energy equipment. After years of continuous R&D investment, the company has taken the lead in realizing the industrial production and large-scale application of harmonic reducers in China, breaking the monopoly of international brands in the field of domestic robot harmonic reducers. The company has been deeply involved in the field of precision transmission for many years. With its advanced technology level, continuous R&D investment, high-precision manufacturing capabilities, strict quality control and perfect product system, it has established a strong brand awareness in the industry and become a leading domestic enterprise.
Kode CNC (sh688305)
The issuer is a high-tech company engaged in the research and development, production, sales and service of high-end five-axis linkage CNC machine tools and their key functional components, as well as high-end CNC systems. The company's main products are four universal machining centers: five-axis vertical (including turning and milling), five-axis horizontal (including turning and milling), five-axis gantry, and five-axis horizontal milling and turning composite, as well as five-axis grinding and five-axis grinding centers. Two series of special machine tools for shaft blades, as well as high-end CNC systems serving high-end CNC machine tools, servo drives, serialized motors, serialized sensing products, electric spindles, milling heads, turntables, etc.
Xinlai Application Materials (sz300260)
One of the main businesses of Xinlai Application Materials is the research and development, production and sales of clean application materials and high-purity and ultra-high-purity application materials. Products are mainly used in business fields such as food safety, biomedicine and pan-semiconductor. Shandong Bihai Packaging Materials Co., Ltd., a wholly-owned subsidiary of the company, is mainly engaged in the research and development, manufacturing and production of paper-aluminum-plastic composite aseptic packaging materials for liquid foods such as milk and juice, aseptic filling machinery for liquid foods and related supporting equipment. Sale.
Jinchen Co., Ltd. (sh603396)
The company’s main business is the research and development, design, production and sales of photovoltaic cells and component automated production line complete equipment and related services. The main products provided by the company include complete sets of photovoltaic module automated production line equipment, photovoltaic cell process and automation equipment, automated production unit equipment, artificial intelligence visual inspection equipment, production information software products, manufacturing execution system software (MES), warehouse management software ( WMS) and equipment automation monitoring system, container terminal logistics (RTG) automation control system, system integration solutions.
Jinyinhe (sz300619)
The company is mainly engaged in high-end equipment manufacturing, including new energy equipment manufacturing and new chemical material equipment manufacturing. It is the leader in domestic new energy battery continuous automatic mixing equipment The company is the first domestic company to provide complete automated solutions for lithium-ion battery and sodium-ion battery electrode manufacturing. The company's new energy equipment products include: lithium battery positive and negative electrode slurry automatic production line, lithium-ion battery fully automatic batching system, lithium battery pole piece two-stage high-speed precision roller slitting machine, lithium battery pole piece high-speed precision roller slitting machine Industry-leading equipment and overall solutions such as all-in-one machines, double-sided high-speed wide-width precision coating machines for lithium battery pole pieces, continuous automated production lines for extracting lithium carbonate from lepidolite, and high-efficiency dual planetary power mixers. At the same time, the company is a leading enterprise in the field of organic silicon compound equipment in China, with the strongest technical strength, the most abundant product lines, and the highest production and sales volume in the industry.