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With the strong one belt, one road ahead, the construction machinery industry is expected to benefit from the construction of overseas large-scale projects. The early layout of overseas construction enterprises and the enterprises with advanced technology and products are more likely to fill the orders.
Zoomlion and Sany Heavy Industry, as the leading enterprises of construction machinery, started their overseas layout earlier and are improving day by day. However, the overseas development paths of the two companies are not the same: Zoomlion has achieved a lot in the high-end machinery market in Europe and the United States, while Sany has been strengthening its expansion in emerging market countries such as Asia and Africa. 2015 will be the most critical year for the strategic transformation of the two leading construction machinery enterprises into action. Reform has become the core driving force of development, whether it is international market expansion or domestic market mining. Zoomlion is making efforts to diversify and high-end, Sany Heavy Industry is striving for intelligence and informatization. The path selection for transformation and upgrading of Zoomlion and sany is beginning to differ.
In the bull market of A-share market from 2005 to 2007, Zoomlion started from 5 yuan and went up to 64 yuan, while Sany Heavy Industry increased from 5.4 yuan to more than 70 yuan, both of which were ahead of the construction machinery sector with an increase of more than 1300%. In the bull market from 2009 to 2011, the two companies also increased by more than 300%. Since the beginning of November 2014, Zoomlion and Sany Heavy Industries have won the favor of investors again, showing a trend of rising from the low.
Which of the two construction machinery companies with the largest A-share market value is expected to hold the bull's ear again, and who has more confidence to fly against the wind in the new normal of China's economy and stock market?