Trade risk easing boosts overseas industry outlook, with the construction machinery index surging by 4%. Consider the investment value of the E Fund Construction Machinery ETF (159138).

As of 10:00, the CSI Engineering Machinery Theme Index was up 4.4%. Among constituent stocks, Linde Shares hit the daily limit, Youluka rose by more than 11%, and several others—including XCMG Machinery, Sany Heavy Industry, Zoomlion—were up more than 5%.

On the news front, geopolitical risk has seen a tangible easing. Over the next two weeks, ships are expected to be able to pass through the Strait of Hormuz safely. As an important export category, the demand for the engineering machinery industry is highly related to global conditions. In January to February, China’s exports of engineering machinery products totaled $10.69B, up 33.4% year over year. Even in February, during the February Spring Festival holiday period, export value still exceeded $5.1 billion, higher than the average monthly export value across all months in 2025. With risks to overseas supply chains and trade corridors easing, the export momentum for engineering machinery is expected to continue.

The CSI Engineering Machinery Theme Index selects 50 stocks whose businesses involve areas such as engineering machinery complete-unit manufacturing and spare-part manufacturing as the sample. The weight-bearing stocks include industry leaders such as XCMG Machinery, Sany Heavy Industry, Weichai Power, and Zoomlion, offering high purity and strong representativeness. The Bosera Engineering Machinery ETF (159138) tracks this index, helping investors efficiently seize opportunities in engineering machinery exports.

The Daily Economic News