Construction Machinery and Heavy Transportation Equipment

CNHTC-JNTC

Sinotruk (HK) Shareholders to Vote on Proposal to Raise 2026 Procurement Cap to 11B RMB and Approve New Caps for 2027-2029

Bank of America raises China National Heavy Duty Truck target price to 51 yuan due to strong exports in Africa and Southeast Asia

CNHTC-JNTC released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 19.66 B (forecast CNY 8.809 B), actual EPS CNY 0.39 (forecast CNY 0.3765)

CNHTC-JNTC to Release FY2026 Q1 Earnings on April 30 During-Market (BJT), Forecast Revenue CNY 8.809 B, EPS CNY 0.3765

MANFinance and Holding S.A. Sells 81,049,665 Shares of Sinotruk (Hong Kong) Limited

Citi Maintains Buy Rating on Zoomlion with Optimism on Q1 Earnings

Goldman Sachs Upgrades China National Heavy Duty Truck's Investment Rating to Buy

CICC Maintains Profit Forecast for China National Heavy Duty Truck, Maintains Overweight Rating

CNHTC-JNTC released FY2025 earnings on March 27 After-Market (BJT), actual revenue CNY 57.74 B (forecast CNY 53.3 B), actual EPS CNY 1.42 (forecast CNY 1.4823)

CNHTC-JNTC released FY2025 Q4 earnings on March 27 After-Market (BJT), actual revenue CNY 17.25 B (forecast CNY 15.56 B), actual EPS CNY 0.5342 (forecast CNY 0.444)

CNHTC-JNTC to Release FY2025 Earnings on March 28 After-Market (BJT), Forecast Revenue CNY 53.3 B, EPS CNY 1.4823

Citi Raises China National Heavy Duty Truck Dividend Forecast and Target to HKD 39.4

China National Heavy Duty Truck's Shareholders Deposit Shares into Goldman Sachs, Annual Sales Target Progressing Smoothly

China Heavy Duty Trucks' Liu Wei Predicts Market Size of New Energy Trucks by 2030

BOA Securities Raises Target Price and Adjusts Profit Forecast for China National Heavy Duty Truck Group

Sinotruk's Secretary Confirms Order Abundance and Orderly Production

Sinotruk Announces Approval for Dissolution of Sinotruck Finance Company

Daiwa Raises China National Heavy Duty Truck Target Price to 29.4 HKD

Sinotruk Q3 Revenue and Profit Grow Significantly, Export Advantages Continue to Solidify

Sinotruk reports significant growth in Q3 revenue and net profit

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BofAS has raised its target price for SINOTRUKfrom HKD49 to HKD51 and increased EPS forecasts for FY2026 and FY2027 by 4% each. The company reported a 50% YoY increase in export volume in 1Q26, driven by demand in Africa and SE Asia. BofAS maintains a Buy rating, citing strong export growth and a 6% dividend yield for FY2026.

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SINOTRUK

BofAS Raises SINOTRUK  TP to HKD51, Lifts EPS Forecasts

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36Kr learned that the three major A-share indices collectively closed higher, with the Shanghai Composite Index rising 0.95% to return above 4,000 points, the Shenzhen Component Index rising 1.61%, and the ChiNext Index rising 2.36%; the lithium battery, memory, and real estate sectors led the gains, with Sharetronic Data, Hi-Tech Spring, Shinghwa, and Beijing North Star hitting the daily limit; automotive, rare earth, and oil and gas stocks saw significant declines, with CNHTC-JNTC falling over 8%, and CNRE and TSPC dropping over 3%

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Shenzhen Index

SSE Index

Beijing North Star

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BEIJING N STAR

Shinghwa

CNRE

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Sharetronic Data

Hi-Tech Spring

The three major A-share indices collectively closed higher, with the Shanghai Composite Index returning above 4,000 points

Goldman Sachs has upgraded the investment rating of SINOTRUK from "Sell" to "Buy," with a significantly raised target price of HKD 51, mainly due to last year's second-half performance exceeding expectations, with net profit increasing by 40% year-on-year. It is expected that revenue will grow by 15% to RMB 125.5 billion in 2026, with a pre-tax profit margin of 8.5%. Goldman Sachs also raised its earnings per share estimates for 2026 to 2027 by 28% to 33%, believing that strong export business and the domestic market will enter an upward cycle by 2027, leading to a potential revaluation

AASTOCKS

Goldman Sachs upgraded the rating of SINOTRUK to "Buy" in one move, with the target price significantly raised to 51 yuan

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SINOTRUK announced its performance for the year 2025, with revenue of RMB 109.541 billion, an annual increase of 15.2%, mainly due to the sales growth of heavy trucks and light trucks exceeding 20%; gross profit was RMB 16.519 billion, an increase of 11.1%. It recorded a net profit of RMB 7.019 billion, a growth of 19.8%, with earnings per share of RMB 2.57. The final dividend is HKD 0.88

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"Performance" SINOTRUK's annual net profit is RMB 7.019 billion, an increase of 19.8%, with a final dividend of HKD 0.88

UBS maintains a "Buy" rating on SINOTRUK and raises the target price from 25 yuan to 28 yuan. The report points out that the company's export business is strong and is expected to drive profit growth in 2026. Management revealed that sales in the fourth quarter of 2025 will achieve double-digit growth, with exports accounting for more than 50%. The gross margin of exported fuel heavy trucks is higher than that of domestic sales. Based on the export momentum, UBS raised its revenue forecasts for 2026 and 2027 by 7% and 8%, respectively, and net profit forecasts by 6% and 15%

UBS gives CNHTC-JNTC a "Buy" rating, optimistic about export prospects

CNHTC-JNTC(000951.SZ)

BofAS Raises SINOTRUK TP to HKD51, Lifts EPS Forecasts

The three major A-share indices collectively closed higher, with the Shanghai Composite Index returning above 4,000 points

Goldman Sachs upgraded the rating of SINOTRUK to "Buy" in one move, with the target price significantly raised to 51 yuan

"Performance" SINOTRUK's annual net profit is RMB 7.019 billion, an increase of 19.8%, with a final dividend of HKD 0.88

UBS gives CNHTC-JNTC a "Buy" rating, optimistic about export prospects