On April 8, boosted by the major benefits of the temporary ceasefire agreement between the United States and Iran, crude oil futures fell sharply, market risk appetite increased, and A-shares collectively rose!
As of the close, the Shanghai Composite Index rose 2.7%, the Shenzhen Composite Component Index rose 4.79%, the GEM Index rose 5.91%, the Beijing Securities 50 rose 4.56%, and the Science and Technology Innovation Composite Index rose 5.64%.
More than 5,200 stocks in the market rose, and 135 stocks reached their daily limit.
The city’s trading volume reached 2.45 trillion yuan, an increase of more than 820 billion yuan from the previous day.
The construction machinery sector also rose, with the sector rising by 5.56%.
Zoomlion, XCMG Machinery, etc. were among the top gainers, and construction machinery directly hit the limit!
The following are the specific performances of some related companies:
- Construction Machinery (600984): Strong daily limit, up 10.05%, reported at 4.16 yuan.
- Xugong Machinery (000425): rose 8.71% to 10.86 yuan.
- Sany Heavy Industry (600031): rose 6.86% to 20.86 yuan.
- Zoomlion (000157): rose 6.25% to 8.84 yuan.
- LiuGong (000528): rose 6.09% to 9.76 yuan.
- Shantui Shares (000680): rose 5.16% to 11.82 yuan.
- Weichai Power (000338): rose 6.37% to 25.40 yuan.
The sector shows a clear leader leading the rise and the whole chain linkage pattern.
Taken together, the reasons for the strength are as follows:
Domestic and domestic demand resonates, and the industry’s recovery signal is clear
Domestically, major infrastructure projects such as the high-speed railway along the Yangtze River have been launched, releasing over one trillion investment needs, which directly benefits construction machinery.
In terms of the global market, global infrastructure and mining investment have entered a new round of activity. In particular, the energy transition has driven a surge in demand for the mining of key minerals such as lithium, copper, and nickel.
After years of intensive development, domestic enterprises have significantly enhanced their overseas channels and localized service capabilities, and China’s supply chain is stable and cost-effective, which is favorable for Chinese construction machinery enterprises to undertake the transfer of international orders in the reconstruction of the global supply chain.
Double catalysis by policy and industry
With the support of triple policy dividends of equipment updates, AI + manufacturing, and high-end manufacturing upgrades, the machinery and equipment industry has strong upward momentum and significant differentiation in subdivisions.
In terms of construction machinery, domestic and foreign demand resonated, and sales of excavators and non-excavation equipment continued to grow; coupled with macroeconomic policies such as interest rate cuts, demand will be further boosted.
Good individual stocks drive sector sentiment
Industry companies such as Zoomlion, Sany Heavy Industry, and Lonking that have released their 2025 annual reports have all achieved good performance and are favored by capital.
Overall, the strength of the construction machinery sector that day was the result of the recovery of industry fundamentals, favorable policies, high export growth, and the catalysis of individual stocks, reflecting the market’s unanimous expectations for an upward trend in industry prosperity.
But stock price changes are far from that simple. In major forums and stock bars, investors did not blindly pursue higher prices. Instead, they behaved rationally and calmly. They focused more on the sustainability of performance and cautiously viewed the risk of fluctuations after short-term surges.
There are risks in financial management, so investment needs to be cautious.
