As export data maintains high growth and industry leaders adjust prices one after another, the prosperity of the construction machinery industry continues to rise, and long-term growth is expected to be further highlighted.
Against this background, the construction machinery ETF Huatai-Berry (561030), which will be listed on May 29, 2026, may become a powerful tool to help investors lay out business opportunities in the track with one click.
It is reported that the construction machinery ETF Huatai-Berry (561030) has the investment goal of closely tracking the CSI Construction Machinery Theme Index, which adopts “Business Purity Screening +
The double standard of “Market Value Selection” selects 50 leading companies covering complete machine manufacturing, core components, equipment leasing and other aspects. The top five constituent stocks include Weichai Power, Sany Heavy Industry, Xugong Machinery, Hengli Hydraulics, and Zoomlion, which gather the core high-quality assets of the industry.
As one of the business cards of China’s manufacturing industry, China’s construction machinery has been recognized globally and its overseas momentum remains strong.
In the first quarter of 2026, my country’s construction machinery product exports amounted to US$16.066 billion, a year-on-year increase of 24.3%. Domestic construction machinery is relying on its advantages of high cost performance, stability, reliability, and fast delivery to continue to increase its recognition in the global market. The proportion of overseas business continues to rise, becoming the core driving force for industry growth, demonstrating the continued strengthening of the global competitiveness of China’s high-end manufacturing.
Strong overseas demand and the improvement of domestic machinery product capabilities are the main reasons for the high growth in construction machinery exports.
On the one hand, the steady advancement of industrialization and urbanization in emerging markets in Asia, Africa and Latin America continues to boost demand for infrastructure and real estate construction, coupled with the rising popularity of global mineral development and AI computing infrastructure construction, jointly promoting the continued increase in the number of overseas orders for construction machinery.
On the other hand, domestic manufacturers are accelerating iterations in the fields of electrification and intelligence. The performance of electric engineering machinery, unmanned equipment and other products have reached internationally advanced levels. The localization rate of core components has increased, breaking overseas monopolies. Product competitiveness has jumped across the board, winning the recognition of more and more overseas customers.
At the same time, the collective price increase of construction machinery leaders has further strengthened the growth logic of the industry.
Since May, a number of construction machinery industry leaders have announced increases in excavator prices by 3% – 5%, marking a shift in industry competition from price war to healthy value competition, and profit margins are expected to open up.
Superimposed on the super long-term special treasury bonds to promote infrastructure and equipment renewal, and the elimination of subsidies in many places to release the demand for renewal, the industry may usher in a pattern of rising volume and price, with clear expectations for profit improvement.
Huatai Securities said that in 2026, the construction machinery industry is expected to experience internal and external resonance and rise.
Domestically, key infrastructure projects such as the lower reaches of the Brahmaputra River hydropower project have been implemented and started one after another, and the increase in mining demand brought about by the stabilization and recovery of coal prices is expected to provide support for domestic demand for excavators; overseas, global infrastructure and mining investment are booming, and high metal prices are driving overseas demand. The global market share of domestic OEMs is expected to continue to increase, and the industry is expected to usher in cyclical recovery and long-term growth opportunities.
China Merchants Securities also stated in the research report that the current construction machinery industry has gradually moved towards a comprehensive boom. The domestic market continues to recover moderately driven by supply-side updates, and overseas markets show a resonance of emerging + developed market demand. The sector is expected to continue to return to the upward performance channel after short-term fluctuations. The fundamentals are upwardly certain and the capital allocation is valuable.
Huatai-PineBridge Fund, the manager of the construction machinery ETF Huatai-PineBridge (561030), is one of the first domestic ETF providers. It has more than 19 years of passive investment management experience and has always been committed to providing investors with high-quality ETF tools with transparent investment, low fees and convenient transactions.
As of the end of 2025, Huatai-PineBridge Fund has won the “Passive Investment Golden Bull Fund Company” eight times, and has won 18 Golden Bull Awards in the field of passive investment, demonstrating its strong index operation capabilities.
