Recently, industry data shows that engineering machinery, semiconductor equipment, humanoid robots and other fields have shown huge development potential.
The sales data of excavators in May 2026 are very impressive, with a total of 24,794 units sold, a year-on-year increase of 36.2%.
Among them, 11,628 units were sold domestically, a year-on-year increase of 38.6%; 13,166 units were exported, a year-on-year increase of 34.2%, and the growth rate of domestic and foreign sales increased compared with April.
In May, main engine manufacturers successively announced price increases. On May 1, Sany Heavy Machinery announced that it would increase the price of its excavator products by 5% starting from May 15.
On May 8, XCMG Excavator announced that it would increase the price of different excavator models by 3-5 percentage points starting from June 1; on the same day, Liugong announced that it would increase the price of excavator products by 5% starting from May 20.
Based on this, it is recommended to pay attention to industry leaders Liugong, Sany Heavy Industry, Hengli Hydraulics, Xugong Machinery, Shantui Co., Ltd., Zoomlion Heavy Industry, etc.
These companies have profound technological accumulation and market share in the field of construction machinery and are expected to benefit from the development of the industry.
In addition to construction machinery, the semiconductor equipment sector is also worthy of attention.
Benefiting from the trend of downstream production expansion and domestic substitution, related companies are facing development opportunities.
For example, UFJ Technology is the leading domestic supplier of industrial X-ray intelligent testing equipment and core components. It has established core technical barriers in core components, AI software, testing equipment, etc.
The company’s operating income, net profit attributable to the parent company, and non-net profit in 2025 will achieve 1.078 billion yuan, 176 million yuan, and 146 million yuan respectively, a year-on-year increase of 45.77%, 22.84%, and 51.34% respectively.
We are optimistic about the company’s performance growth as a leader in industrial X-ray inspection equipment driven by booming downstream demand and domestic substitution.
The humanoid robot industry chain has also attracted much attention, and mass production is imminent.
Among many companies, Bozhong Precision is the leader in domestic 3C automation equipment.
The company’s operating income, net profit attributable to the parent company, and non-net profit in 2025 will increase by 32.53%, 48.94%, and 4.36% respectively. The high growth in operating income is mainly due to the steady growth of the consumer electronics business and the substantial growth of the new energy sector. The high profit growth is mainly due to the investment income and profitability improvement brought by the disposal of subsidiary equity.
In 26Q1, it achieved revenue of 1.481 billion yuan, a year-on-year increase of 100.90%; it achieved net profit attributable to the parent company of 28 million yuan, turning a loss into a profit year-on-year.
We are optimistic about the potential drivers of new products such as Apple’s foldable screen mobile phones and smart glasses on the company’s orders and performance in 2026, as well as the gradual emergence of the company’s layout results in semiconductors, robots and other fields.
There is also Frantech. The company mainly provides customers with full life cycle material handling solutions. The 26Q1 revenue, net profit attributable to the parent company, and non-net profit after deduction were 644 million yuan, 54 million yuan, and 51 million yuan respectively, a year-on-year increase of 57.92%, 57.75%, and 75.44% respectively.
We are optimistic about the company’s performance in core areas such as shipbuilding, water conservancy and hydropower, overseas development, and automation.
However, there are also some risk factors, such as the recovery of demand is less than expected, the development of emerging technologies and industries is less than expected, and the risk of raw material price fluctuations.
When investors pay attention to these industries and companies, they need to comprehensively consider various factors and make investment decisions carefully.
