BNP 百富勤:机械行业公司走访报告
02.05 10页 英文 pdf
Our site visits in Shanghai and Changsha revealed starkly the ambition and superior growth prospects of China’s capital goods makers. Companies with a strong R&D focus remain our top picks, including SANY Heavy, Zhenhua, CIMH and Minth. We are OVERWEIGHT on the sector
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Inside the machine
Companies visited:
CIMH
BYD
Shanghai Electric
Prime Machinery
Changsha Zoomlion
SANY Heavy
Zhenhua Port Machinery
CSSC Changxing Base
Shanghai Waigaoqiao Shipyard



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