On March 31, the market rose and then fell back, with the engineering machinery sector leading in gains. As of 14:00, the CSI Construction Machinery Theme Index rose by 1.2%. Among the constituent stocks, Yongda Machinery Manufacturing and CRHIC hit the daily limit, while ZPMC and Dianguang Tech rose over 7%.
Data from the China Construction Machinery Industry Association shows that in the first two months of 2026, China's engineering machinery import and export trade amounted to USD 11.072 billion, a year-on-year increase of 31.4%, with exports reaching USD 10.686 billion, up 33.4% year-on-year. According to a research report from GF Securities, on the domestic sales side, there has been a strong start after the holiday, with an improved growth slope for excavators. On the export side, global demand is accelerating, with mining in Africa and recovery in Europe and the United States, leading to a gradual resonance between the industry and external factors.
The engineering machinery ETF E Fund (159138) tracks the CSI Construction Machinery Theme Index, which selects 50 stocks involved in the manufacturing of complete engineering machinery and parts as samples. The weighted stocks include industry leaders such as XCMG, SANY Heavy Industry, Weichai Power, and Zoomlion, ensuring high purity and strong representativeness.
Risk Warning: Funds carry risks, and investment should be approached with caution

600320

159138

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600528

002730

560280

516250

On March 31, the construction machinery theme index rose by 1.2%, with Yongda Machinery Manufacturing and CRHIC hitting the daily limit, while ZPMC and Dianguang Tech rose over 7%. In the first two months of 2026, China's import and export trade volume of construction machinery reached USD 11.072 billion, a year-on-year increase of 31.4%. GF Securities pointed out that strong domestic sales and accelerated global demand are gradually approaching resonance within and outside the industry. The E Fund Construction Machinery ETF (159138) tracks this index and covers 50 related stocks. Risk warning: investment requires caution

腾讯新闻 - 财经

ZPMC

E Fund CSI Construction Machinery Theme ETF

Yongda Machinery Manufacturing

CRHIC

Dianguang Tech

GF Fund CSI Construction Machinery Theme ETF

Fullgoal CSI Construction Machinery Theme ETF

The construction machinery theme index rose over 1%, and the resonance within and outside the industry is gradually approaching, strengthening the allocation logic of the construction machinery ETF E Fund (159138)