Guoyuan Securities recently released the Machinery Industry Weekly Report, which conducted a detailed analysis of the market conditions from June 8 to June 12, 2026.
During this period, the Shanghai Composite Index rose 0.09%, the Shenzhen Component Index fell 2.29%, and the ChiNext Index fell 3.22%.
Among them, Shenwan Machinery and Equipment fell by 3.61%, underperforming the Shanghai and Shenzhen 300 Index by 2.79pct, ranking 25th among the 31 Shenwan first-level industries.
From the perspective of sub-sectors, Shenwan general equipment, special equipment, rail transit equipment II, construction machinery, and automation equipment increased or decreased by -2.85%, -3.80%, -0.84%, -1.60%, and -5.60% respectively.
Let’s focus on the two sectors.
In the low-altitude economic sector, this week’s low-altitude policy side focuses on legislative institutionalization and network/communication base.
The Heilongjiang Provincial Development and Reform Commission issued the “Regulations on the Promotion of Low-altitude Economy in Heilongjiang Province (Draft for Comments)” to develop new productive forces according to local conditions, promote high-quality development of the low-altitude economy, and improve the quality of legislation. It proposes that the promotion of low-altitude economic development should follow the development principles of overall planning, safety first, innovation-driven, adapting to local conditions, and application-driven development.
The Ministry of Industry and Information Technology also issued a notice organizing a special ministry-provincial coordinated pilot project for 6G innovation and development, proposing that by 2029, we will further stimulate the innovation vitality of local and enterprise governments, form a batch of independently innovative 6G technology solutions, cultivate a batch of promising new business application scenarios, and emerge a batch of rich and diverse new terminal products to provide strong support for the commercial implementation of 6G.
Looking at the machinery and equipment sector, at this point in time, domestic leading enterprises still have strong competitive advantages on the export side, both from the supply side and the demand side.
According to statistics from the China Construction Machinery Industry Association on major loader manufacturing companies, 13,405 loaders of various types were sold in May 2026, a year-on-year increase of 27.2%.
Among them, domestic sales were 7,418 units (including 4,733 electric loaders), a year-on-year increase of 22.9%; exports were 5,987 units (including 216 electric loaders), a year-on-year increase of 33.1%.
It can be seen that the construction machinery industry will continue to maintain a steady growth trend in the future.
In terms of investment, in the field of low-altitude economy, it is recommended to pay attention to Shenzhen City Communications, JSTI, Huashe Group and Narui Radar in terms of infrastructure; in terms of complete aircraft, it is recommended to pay attention to Wanfeng Aowei, EHang Intelligent, Zongheng Group, and Green Energy Huichong; in terms of core components, it is recommended to pay attention to Zongshen Power, Wolong Electric Drive, Yingliu Shares, and Inbol; in terms of air traffic control and operations, it is recommended to pay attention to CITIC Haizhi, Zhongke Xingtu and Sichuan Jiuzhou.
In the field of machinery and equipment, the export chain sector recommends paying attention to Superstar Technology, Quanfeng Holdings, No. 9 Company, etc.; the construction machinery sector recommends paying attention to Sany Heavy Industry, Xugong Machinery, Anhui Heli, etc.; the industrial machine sector recommends paying attention to Huazhong CNC, Kede CNC, Hengli Hydraulics, etc.
However, investment also involves certain risks, which mainly include the risk that global macroeconomic growth is less than expected, corporate operating conditions are lower than expected, the risk of rising raw material prices, the risk of exchange rate fluctuations, and the risk of intensified competition.
Investors need to fully consider these factors when making investment decisions.
