China Machinery Broker Turns Bullish on Construction Equipment After Q3 Earnings Inflection

Bullish · $600031.SS · $000425.SZ · $000157.SZ · $000528.SZ · $000680.SZ

What Happened

China Merchants Machinery published a note on October 12, 2025, stating that the construction machinery sector is at a Q3 earnings inflection point, with revenue growth expected to remain in double digits and profit growth around 20%, while 2027 valuations are attractive.

Bottom Line

China Merchants Machinery is bullish on the construction machinery sector, citing a Q3 earnings inflection, resilient demand, and compelling 2027 valuations.

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