Media Spotlight: Securities Daily Explores Zoomlion's Ability to Navigate Marke
June 25,2026
Recently, Zoomlion Co., Ltd. (hereinafter referred to as "Zoomlion") showcased over 40 high-end engineering machinery products across eight categories at the International Construction Machinery Exhibition in Turkey, securing orders worth over 1 billion yuan (including intentions), which has sparked widespread attention from the capital market regarding the transformation of traditional cyclical industries.
▲ Zoomlion at the 2026 International Construction Machinery Exhibition in Turkey
Traditional engineering machinery is a typical strong cyclical track, with corporate performance resonating with domestic infrastructure and real estate investment. The author believes that as a leader in the equipment manufacturing industry, Zoomlion has successfully transformed into a growth-oriented manufacturing enterprise through global market expansion, industrial diversification, and the cultivation of new productive forces. This provides a development model for many enterprises in cyclical industries.
Firstly, with a global perspective, Zoomlion has sought incremental space beyond the domestic market. As early as 2020, Zoomlion established the "going global" strategy, building a localized global production and sales service system, and landing an overseas factory in Hungary, balancing the risks of a single market through a balanced layout across six regions. Data shows that in 2025, Zoomlion's overseas revenue reached 30.515 billion yuan, accounting for 58.56% of total revenue; in the first quarter of 2026, Zoomlion's overseas revenue was 7.39 billion yuan, maintaining a proportion of 57.06%. Thus, the overseas market has formed a second growth curve, effectively hedging the cyclical risks of a single market.
Secondly, advancing a diversification strategy. While consolidating its traditional advantageous industries such as crane machinery and concrete machinery, Zoomlion has also developed emerging industry sectors like agricultural machinery, earthmoving machinery, mining machinery, and aerial work machinery. It has carried out related diversified layouts around its main business, promoting a more diverse and stable revenue structure, building a more robust business portfolio, and accumulating new momentum for future growth. In 2025, the company accelerated its entry into the high-end domestic market; in terms of overseas markets, the company's products newly entered 99 mines, with related sales revenue increasing more than threefold year-on-year. The diversified development pattern has naturally staggered the demand rhythms, policy cycles, and regional prosperity of various business sectors, effectively mitigating cyclical risks.
Thirdly, leveraging its industrial advantages to cultivate new productive forces. Relying on its intelligent manufacturing experience in the field of engineering machinery, Zoomlion has independently developed core components such as joint modules and reducers, and launched several industrial robots including humanoid and quadruped models. Dozens of units have been deployed in factory processing, assembly, and quality inspection scenarios, supported by the 59P supercomputing center, solidifying the AI technology foundation. On this basis, the company's engineering machinery business and industrial robot business share a base of precision manufacturing, hydraulic and electrical control, and intelligent control technologies, with low industrial synergy costs and high conversion efficiency.
▲ Zoomlion humanoid robot performing sorting tasks in a smart factory
Zoomlion has always regarded market downturns as a golden period for technological reserves. In 2025, Zoomlion's R&D expenditure for the year was 2.895 billion yuan, continuously tackling the core technologies of electrification and intelligence. The author firmly believes that only by persisting in R&D and enhancing competitiveness can enterprises seize opportunities when the market recovers and develop the ability to navigate through cycles.
Source : www.51cm.org
Views : 5431
Tags : Zoomlion construction machinery global
