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Guojin Securities released a research report saying that China's high-end equipment industry continues to increase its share in the global market with everything from cost advantages to technology+brand+service advantages. Therefore, from the demand side, the overall performance is characterized by “steady domestic demand and continued strong overseas travel”; from the technical side, it is shown that “domestic demand feeds back overseas, and going overseas drives upgrading”, thus making China's high-end equipment manufacturing industry present a structural transformation of “building a foundation for domestic demand and expanding overseas”, forming a new “two-wheel drive” pattern. It is recommended to focus on the two main lines of future development of China's high-end equipment industry. One is that the technological revolution represented by AI has become a new global growth engine, and the technological self-improvement sector is also an important focus of the big power game. Second, it is a sector where global competitive strength is constantly improving, and going overseas has entered a new stage.

智通財經·12/26/2025 08:01:01
語音播報
Guojin Securities released a research report saying that China's high-end equipment industry continues to increase its share in the global market with everything from cost advantages to technology+brand+service advantages. Therefore, from the demand side, the overall performance is characterized by “steady domestic demand and continued strong overseas travel”; from the technical side, it is shown that “domestic demand feeds back overseas, and going overseas drives upgrading”, thus making China's high-end equipment manufacturing industry present a structural transformation of “building a foundation for domestic demand and expanding overseas”, forming a new “two-wheel drive” pattern. It is recommended to focus on the two main lines of future development of China's high-end equipment industry. One is that the technological revolution represented by AI has become a new global growth engine, and the technological self-improvement sector is also an important focus of the big power game. Second, it is a sector where global competitive strength is constantly improving, and going overseas has entered a new stage.